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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 %
ZIC
1501
ZWJ Investment Counsel
Georgia
$1.31M -$20.8K -79 -2%
SC
1502
Syon Capital
California
$1.31M +$1.31M +4,964 New
WA
1503
Waverly Advisors
Alabama
$1.31M +$101K +383 +8%
PBF
1504
Petix & Botte Financial
California
$1.31M -$4.74K -18 -0.4%
VWA
1505
Visionary Wealth Advisors
Illinois
$1.3M -$19.8K -75 -1%
EP
1506
Eudaimonia Partners
Tennessee
$1.3M -$59.5K -226 -4%
CC
1507
Centiva Capital
New York
$1.3M +$1.17M +4,458 +931%
CWP
1508
Concord Wealth Partners
Virginia
$1.3M +$82.2K +312 +7%
PWA
1509
Primoris Wealth Advisors
Florida
$1.3M +$1.3M +4,931 New
CA
1510
Continuum Advisory
Idaho
$1.3M +$3.19K +66 +0.2%
IF
1511
Integrity Financial
Wyoming
$1.3M -$5.8K -22 -0.4%
LCM
1512
Landscape Capital Management
New Jersey
$1.29M +$762K +2,894 +143%
LF
1513
Lantz Financial
Illinois
$1.29M +$238K +904 +23%
WA
1514
Wealth Alliance
New York
$1.28M +$66.7K +253 +5%
FMN
1515
Financial Management Network
California
$1.28M +$114K +447 +10%
BCM
1516
Becker Capital Management
Oregon
$1.28M +$18.4K +70 +1%
FLI
1517
Family Legacy Inc
South Carolina
$1.28M -$1.84K -7 -0.1%
GFG
1518
Goldstone Financial Group
Illinois
$1.27M -$30.8K -117 -2%
FCB
1519
First County Bank
Connecticut
$1.27M +$37.7K +143 +3%
CPA
1520
Court Place Advisors
Maryland
$1.27M – – –
BSI
1521
Bennett Selby Investments
Maine
$1.27M +$4.48K +17 +0.4%
LA
1522
Lakeside Advisors
Washington
$1.27M – – –
AMBIA
1523
Allen Mooney & Barnes Investment Advisors
Georgia
$1.27M +$19.5K +74 +2%
BWA
1524
Blodgett Wealth Advisors
California
$1.26M -$26.3K -100 -2%
GWCM
1525
Godshalk Welsh Capital Management
Pennsylvania
$1.26M -$6.59K -25 -0.5%
59 60
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