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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 %
KAS
1676
KPP Advisory Services
Kentucky
$1.01M +$1.01M +3,827 New
PG
1677
Patten Group
Tennessee
$1.01M +$9.22K +35 +0.9%
SPWM
1678
Schrum Private Wealth Management
Florida
$1M – – –
DTC
1679
Davidson Trust Company
Washington
$1M +$3.43K +13 +0.3%
ACP
1680
Aviance Capital Partners
Florida
$1M +$7.11K +27 +0.7%
BFC
1681
Blue Fin Capital
Rhode Island
$999K -$3.69K -14 -0.4%
NG
1682
Norden Group
Utah
$996K +$996K +3,780 New
LAS
1683
Lloyd Advisory Services
Georgia
$996K +$996K +3,780 New
STC
1684
Sarah T. Connolly
$996K -$75.1K -285 -7%
IFWM
1685
Institute for Wealth Management
Colorado
$994K -$12.9K -49 -1%
LNB
1686
Ledyard National Bank
$994K +$1.58K +6 +0.2%
MA
1687
MBA Advisors
Pennsylvania
$993K +$263 +1 +0%
CSC
1688
Caldwell Sutter Capital
California
$992K -$56.4K -214 -5%
AI
1689
Accredited Investors
Minnesota
$990K -$9.22K -35 -0.9%
HFA
1690
High Falls Advisors
New York
$988K – – –
JC
1691
Jentner Corp
Ohio
$988K +$58K +220 +6%
BHBT
1692
Burke & Herbert Bank & Trust
Virginia
$987K -$79.3K -301 -7%
ACMA
1693
Arbor Capital Management (Alaska)
Alaska
$987K -$53.7K -207 -5%
SG
1694
Somerset Group
Minnesota
$984K – – –
ONST
1695
Old North State Trust
North Carolina
$982K -$8.17K -31 -0.8%
HI
1696
Hendershot Investments
Virginia
$977K – – –
CCA
1697
Cottonwood Capital Advisors
Utah
$976K +$32.7K +124 +3%
RCM
1698
Raleigh Capital Management
North Carolina
$975K +$47.2K +179 +5%
AIS
1699
American Investment Services
Massachusetts
$974K +$5.27K +20 +0.5%
EIA
1700
Eldridge Investment Advisors
New Hampshire
$971K -$11.9K -45 -1%
66 67
68
69 70