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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 %
TWM
1551
Thrive Wealth Management
Pennsylvania
$1.21M +$11.3K +43 +0.9%
OP
1552
ORG Partners
Indiana
$1.21M -$327K -1,239 -21%
SA
1553
Sicart Associates
New York
$1.21M – – –
VCM
1554
Violich Capital Management
California
$1.21M – – –
SAM
1555
SignalPoint Asset Management
Missouri
$1.21M -$527 -2 -0%
FBA
1556
Front Barnett Associates
Illinois
$1.2M -$83.2K -316 -6%
RL
1557
Rogco LP
Oklahoma
$1.2M +$1.2M +4,563 New
JWA
1558
JFS Wealth Advisors
Pennsylvania
$1.2M -$3.69K -14 -0.3%
HCM
1559
HMS Capital Management
Tennessee
$1.2M -$28.2K -107 -2%
THWM
1560
Taylor Hoffman Wealth Management
Virginia
$1.19M +$18.4K +70 +2%
MWA
1561
Meridian Wealth Advisors
Texas
$1.19M -$25.8K -98 -2%
MCM
1562
Mengis Capital Management
Oregon
$1.19M +$87.2K +331 +8%
CAS
1563
Coppell Advisory Solutions
Texas
$1.19M -$313K -1,186 -21%
AFG
1564
ABLE Financial Group
Arizona
$1.19M +$196K +743 +20%
AWM
1565
Aberdeen Wealth Management
Illinois
$1.19M – – –
IF
1566
Intrua Financial
Texas
$1.19M -$46.6K -177 -4%
DI
1567
Diligent Investors
California
$1.19M +$9.75K +37 +0.8%
MMPW
1568
Mitchell McLeod Pugh & Williams
Alabama
$1.19M -$7.11K -27 -0.6%
AIM
1569
Athena Investment Management
California
$1.19M -$22.7K -86 -2%
CA
1570
Claar Advisors
New York
$1.19M – – –
SWA
1571
SFMG Wealth Advisors
Texas
$1.18M -$71.6K -272 -6%
WCM
1572
Weik Capital Management
Pennsylvania
$1.17M – – –
SF
1573
Symphony Financial
Texas
$1.17M +$72.6K +282 +7%
BWM
1574
BigSur Wealth Management
Florida
$1.17M -$26.3K -100 -2%
EFG
1575
Ethos Financial Group
Pennsylvania
$1.17M +$594K +2,256 +103%
61 62
63
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