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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 %
T
1701
TOBAM
France
$970K -$65.1K -247 -6%
GWANC
1702
Guardian Wealth Advisors (North Carolina)
North Carolina
$970K -$37.9K -144 -4%
IFS
1703
Intelligent Financial Strategies
Minnesota
$966K +$527 +2 +0.1%
CG
1704
Corundum Group
Colorado
$964K -$50.8K -193 -5%
GP
1705
Greenline Partners
New York
$963K – – –
ERIM
1706
Eagle Ridge Investment Management
Connecticut
$963K -$9.75K -37 -1%
CCM
1707
Compass Capital Management
Minnesota
$963K – – –
TSWM
1708
Triangle Securities Wealth Management
North Carolina
$963K +$20.8K +79 +2%
KC
1709
Kenfarb & Co
Kentucky
$961K – – –
CBA
1710
Coastal Bridge Advisors
Connecticut
$960K +$29.5K +112 +3%
RW
1711
Rede Wealth
Virginia
$960K -$52.7K -200 -5%
BWP
1712
BSW Wealth Partners
Colorado
$958K -$5.53K -21 -0.6%
PI
1713
PFG Investments
New York
$958K +$96.2K +365 +11%
GC
1714
Gilbert & Cook
Iowa
$957K +$74.6K +283 +8%
HGERS
1715
Householder Group Estate & Retirement Specialist
Arizona
$950K +$950K +3,604 New
AC
1716
AXQ Capital
New Jersey
$948K +$948K +3,600 New
AAG
1717
Armstrong Advisory Group
Massachusetts
$947K +$263 +1 +0%
RSA
1718
River Street Advisors
Illinois
$947K +$24K +91 +3%
JWM
1719
Jeppson Wealth Management
California
$946K +$3.43K +13 +0.4%
TA
1720
Townsend & Associates
Colorado
$946K – – –
ECM
1721
Elgethun Capital Management
South Dakota
$945K -$25.3K -97 -3%
NCM
1722
NCM Capital Management
New Jersey
$945K -$1.84K -7 -0.2%
HWA
1723
Heartwood Wealth Advisors
Virginia
$944K -$6.85K -26 -0.7%
LI
1724
LMCG Investments
Massachusetts
$943K – – –
CWM
1725
Circle Wealth Management
New Jersey
$942K +$10.5K +40 +1%
67 68
69
70 71