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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 %
NERM
1576
New England Research & Management
Illinois
$1.17M – – –
MFG
1577
Magnus Financial Group
New York
$1.17M +$3.16K +12 +0.3%
CTFG
1578
Capstone Triton Financial Group
Oklahoma
$1.16M +$41.6K +158 +4%
LFA
1579
Legacy Financial Advisors
Kentucky
$1.16M -$10.3K -39 -0.9%
LS
1580
Livforsakringsbolaget Skandia
Sweden
$1.16M -$52.7K -200 -4%
AF
1581
Advisornet Financial
Minnesota
$1.16M -$867K -3,292 -43%
BBNB
1582
Baker Boyer National Bank
Washington
$1.16M +$53.7K +204 +5%
MC
1583
Machina Capital
France
$1.16M +$1.16M +4,399 New
WAM
1584
Weatherly Asset Management
California
$1.15M – – –
HFM
1585
Hartford Financial Management
Connecticut
$1.15M -$3.16K -12 -0.3%
OA
1586
Oxbow Advisors
Texas
$1.15M +$60.3K +229 +6%
NRG
1587
Nemes Rush Group
Michigan
$1.15M -$41.6K -158 -3%
WMA
1588
West Michigan Advisors
Michigan
$1.15M -$11.6K -44 -1%
GCMG
1589
Gyroscope Capital Management Group
Florida
$1.15M +$143K +542 +14%
WKWM
1590
Walter & Keenan Wealth Management
Indiana
$1.15M -$158K -600 -12%
CWM
1591
Centric Wealth Management
Illinois
$1.15M -$23.4K -89 -2%
WTA
1592
Washington Trust Advisors
Massachusetts
$1.15M – – –
FDS
1593
First Dallas Securities
Texas
$1.15M +$42.9K +163 +4%
RWA
1594
River Wealth Advisors
Pennsylvania
$1.15M -$4.74K -18 -0.4%
APW
1595
Acima Private Wealth
Virginia
$1.14M – – –
CWM
1596
Connecticut Wealth Management
Connecticut
$1.14M +$414K +1,571 +57%
GWS
1597
Glassman Wealth Services
Virginia
$1.14M +$5.01K +19 +0.4%
OCM
1598
Orser Capital Management
Texas
$1.14M +$73.8K +280 +7%
BSC
1599
Brown Shipley & Co
United Kingdom
$1.14M +$60.9K +231 +6%
TAM
1600
Todd Asset Management
Kentucky
$1.13M – – –
62 63
64
65 66