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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 %
MAM
1651
Mystic Asset Management
Rhode Island
$1.04M -$84.3K -320 -7%
PFP
1652
Paragon Financial Partners
California
$1.04M +$263 +1 +0%
MCM
1653
MV Capital Management
Maryland
$1.04M +$263 +1 +0%
EBT
1654
Enterprise Bank & Trust
Massachusetts
$1.04M +$439K +1,667 +73%
FFP
1655
FourThought Financial Partners
Florida
$1.04M -$36.6K -139 -3%
GD
1656
Grandfield & Dodd
New York
$1.03M +$54K +205 +6%
LCM
1657
Lewis Capital Management
California
$1.03M -$2.11K -8 -0.2%
PIA
1658
Pinion Investment Advisors
Kansas
$1.03M -$263 -1 -0%
NCM
1659
Next Capital Management
New York
$1.03M +$21.3K +81 +2%
PFM
1660
Patton Fund Management
Texas
$1.03M -$592K -2,247 -36%
IF
1661
Ironwood Financial
Arizona
$1.03M +$26.3K +100 +3%
GBT
1662
Grove Bank & Trust
Florida
$1.03M +$105K +397 +11%
MA
1663
MKT Advisors
California
$1.03M -$6.7K -26 -0.6%
FIM
1664
Freedom Investment Management
Connecticut
$1.03M +$81.7K +310 +9%
PWS
1665
Private Wealth Strategies
Ohio
$1.02M – – –
FAM
1666
Formidable Asset Management
Ohio
$1.02M – – –
PVH
1667
Psagot Value Holdings
Israel
$1.02M +$124K +467 +14%
WI
1668
WrapManager Inc
California
$1.02M +$56.6K +215 +6%
WP
1669
WealthPLAN Partners
Nebraska
$1.02M +$8.96K +34 +0.9%
CAWM
1670
Capital Advisors Wealth Management
Washington
$1.02M +$37.9K +144 +4%
WSCM
1671
Wellington Shields Capital Management
New York
$1.01M +$50.3K +191 +5%
WG
1672
Winton Group
United Kingdom
$1.01M +$1.01M +3,851 New
MRCM
1673
M&R Capital Management
New Jersey
$1.01M +$1.01M +3,848 New
IA
1674
Insight Advisors
Pennsylvania
$1.01M -$23.2K -88 -2%
PWP
1675
Phillips Wealth Planners
Mississippi
$1.01M +$4.39K +17 +0.4%
65 66
67
68 69