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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 %
CFCI
1601
Comprehensive Financial Consultants Institutional
Indiana
$1.13M -$10.5K -40 -0.9%
NB
1602
Northwest Bancshares
Pennsylvania
$1.13M +$58.2K +221 +5%
SFS
1603
Stiles Financial Services
Minnesota
$1.12M +$2.9K +11 +0.3%
SIM
1604
Sentry Investment Management
Wisconsin
$1.12M -$250K -948 -18%
RCM
1605
Radnor Capital Management
Pennsylvania
$1.11M +$1.11M +4,229 New
NFG
1606
Nadler Financial Group
Illinois
$1.11M +$2.64K +10 +0.2%
TCOO
1607
Trust Company of Oklahoma
Oklahoma
$1.11M -$124K -472 -10%
SB
1608
Strategic Blueprint
Georgia
$1.11M +$213K +808 +24%
TL
1609
Tradewinds LLC
North Carolina
$1.11M -$10K -38 -0.9%
CT
1610
Colonial Trust
South Carolina
$1.11M +$22.7K +86 +2%
KGC
1611
Kennon-Green & Company
Ohio
$1.11M -$8.17K -31 -0.7%
MFS
1612
Mirabella Financial Services
United Kingdom
$1.11M +$160K +607 +17%
AG
1613
AIA Group
Hong Kong
$1.11M +$1.11M +4,200 New
EDRIA
1614
Edmonds Duncan Registered Investment Advisors
Kansas
$1.1M – – –
FCP
1615
Fidelis Capital Partners
Florida
$1.1M +$69K +262 +7%
CFSG
1616
Community Financial Services Group
Vermont
$1.1M +$1.1M +4,180 New
HIA
1617
Harbor Investment Advisory
Maryland
$1.1M -$135K -513 -11%
CC
1618
Cannell & Co
New York
$1.1M +$112K +425 +11%
HT
1619
Headlands Technologies
Illinois
$1.09M +$611K +2,319 +128%
IP
1620
Intellectus Partners
California
$1.09M -$26.3K -100 -2%
WDG
1621
Wealth Dimensions Group
Ohio
$1.09M -$6.32K -24 -0.6%
APW
1622
Aurora Private Wealth
New Jersey
$1.08M +$25.6K +97 +2%
AWA
1623
Aaron Wealth Advisors
Illinois
$1.08M -$3.69K -14 -0.3%
HKAM
1624
Horizon Kinetics Asset Management
New York
$1.08M – – –
KA
1625
KLCM Advisors
Wisconsin
$1.08M +$72.4K +275 +7%
63 64
65
66 67