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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
1
Marshall Wace
United Kingdom
$300M
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$340M
3
Bank of America
3
Bank of America
North Carolina
$3.32B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$192M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$308M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$81.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.18B
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$18.7M
4
AIM
4
Alphinity Investment Management
Australia
$0
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
151
Treasurer of the State of North Carolina
North Carolina
$89.6M +$329K +1,250 +0.4%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$88.6M -$10.4M -39,304 -10%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$88.4M +$3.59M +13,643 +4%
ZIM
154
Zacks Investment Management
Illinois
$88.3M +$417K +1,582 +0.5%
EWM
155
Evercore Wealth Management
New York
$85.7M -$501K -1,903 -0.6%
Cerity Partners
156
Cerity Partners
New York
$85.5M -$13M -49,186 -13%
WF
157
Welch & Forbes
Massachusetts
$85.2M +$40K +152 +0%
Creative Planning
158
Creative Planning
Kansas
$84.7M +$686K +2,605 +0.8%
SMDAM
159
Sumitomo Mitsui DS Asset Management
Japan
$83.9M +$3.21M +12,183 +4%
Aviva
160
Aviva
United Kingdom
$82.1M +$7.52M +28,531 +10%
First Trust Advisors
161
First Trust Advisors
Illinois
$82M +$1.95M +7,399 +2%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$81.9M +$1.7M +6,435 +2%
Citadel Advisors
163
Citadel Advisors
Florida
$81.9M -$604M -2,293,262 -88%
HPC
164
HM Payson & Co
Maine
$81.5M +$41.9K +159 +0.1%
CWM
165
CIBC World Markets
New York
$80.2M -$84.9M -322,302 -51%
CIBC Asset Management
166
CIBC Asset Management
Ontario, Canada
$79.2M -$4.48M -17,021 -5%
TWC
167
TD Waterhouse Canada
Ontario, Canada
$78.4M -$3M -10,689 -4%
CSS
168
Cubist Systematic Strategies
Connecticut
$77.4M +$63.4M +240,582 +453%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$77.1M -$2.99M -11,345 -4%
SEI Investments
170
SEI Investments
Pennsylvania
$77.1M +$9.66M +36,657 +14%
Primecap Management
171
Primecap Management
California
$76.8M – – –
JIC
172
Johnson Investment Counsel
Ohio
$76.6M +$948K +3,597 +1%
Comerica Bank
173
Comerica Bank
Texas
$75.1M -$47.9M -181,846 -39%
HTC
174
Haverford Trust Company
Pennsylvania
$74.7M -$2.66M -10,105 -3%
SO
175
STRS Ohio
Ohio
$69.2M -$1.12M -4,261 -2%
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