MCD icon

McDonald's
MCD

Overview Fund Activity

2,979 hedge funds and large institutions have $131B invested in McDonald's in 2023 Q3 according to their latest regulatory filings, with 159 funds opening new positions, 1,219 increasing their positions, 1,149 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,979
Holders Change
-10
Holders Change %
-0.33%
% of All Funds
47.5%
Holding in Top 10
103
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-16.94%
% of All Funds
1.64%
New
159
Increased
1,219
Reduced
1,149
Closed
137
Calls
$2.1B
Puts
$1.91B
Net Calls
+$192M
Net Calls Change
-$603M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
+$208M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$207M
3
Bank of America
Bank of America
North Carolina
+$204M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$192M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$168M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$604M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$298M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$268M
4
AIM
Alphinity Investment Management
Australia
-$243M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$181M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTWM
1426
Baker Tilly Wealth Management
Wisconsin
$1.49M -$232K -880 -13%
APGDR
1427
Absoluto Partners Gestao de Recursos
Brazil
$1.49M -$525K -1,994 -26%
MCM
1428
Mill Capital Management
North Carolina
$1.49M – – –
NSAM
1429
North Star Asset Management
Wisconsin
$1.49M +$148K +562 +11%
AAS
1430
Ameritas Advisory Services
Nebraska
$1.48M +$467K +1,811 +46%
FDS
1431
Freedom Day Solutions
Texas
$1.48M -$23.7K -90 -2%
TAM
1432
Townsend Asset Management
North Carolina
$1.48M +$16.3K +62 +1%
PA
1433
Probity Advisors
Texas
$1.48M -$127K -482 -8%
AR
1434
Advisory Research
Illinois
$1.48M -$17.4K -66 -1%
IWM
1435
Iams Wealth Management
Nebraska
$1.47M +$1.47M +5,580 New
1WM
1436
1900 Wealth Management
Texas
$1.47M -$61.6K -234 -4%
KFC
1437
Klingenstein Fields & Co
New York
$1.46M +$15K +57 +1%
LC
1438
Lavaca Capital
Texas
$1.46M -$417K -1,582 -22%
VSQM
1439
V-Square Quantitative Management
Illinois
$1.45M +$285K +1,083 +24%
OA
1440
Operose Advisors
Wisconsin
$1.45M +$175K +666 +14%
SP
1441
Symmetry Partners
Connecticut
$1.45M -$49.3K -187 -3%
NA
1442
Navellier & Associates
Nevada
$1.45M +$554K +2,103 +62%
BCP
1443
Berkeley Capital Partners
Georgia
$1.44M +$15.5K +59 +1%
NEWAS
1444
N.E.W. Advisory Services
Wisconsin
$1.44M -$16.9K -64 -1%
KW
1445
KWB Wealth
California
$1.44M – – –
JFA
1446
JNBA Financial Advisors
Minnesota
$1.43M -$14.2K -54 -1%
HW
1447
Hancock Whitney
Mississippi
$1.43M -$266K -1,009 -16%
HCM
1448
Howard Capital Management
Georgia
$1.43M +$189K +717 +15%
EAMA
1449
EFG Asset Management (Americas)
Florida
$1.42M +$16.9K +64 +1%
CICI
1450
Capital Investment Counsel Inc
North Carolina
$1.41M – – –
56 57
58
59 60