MCD icon

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 %
BOM
1726
Bank of Marin
California
$942K -$35.6K -135 -4%
MCIA
1727
Mountain Capital Investment Advisors
Colorado
$940K -$790K -2,949 -46%
FFA
1728
Fragasso Financial Advisors
Pennsylvania
$939K -$1.32K -5 -0.1%
KIC
1729
Keating Investment Counselors
Florida
$939K +$263K +1,000 +39%
PFBT
1730
Parkside Financial Bank & Trust
Missouri
$938K +$11.1K +42 +1%
WMA
1731
Wealth Management Associates
New Jersey
$937K +$8.7K +33 +0.9%
RWMG
1732
Redwood Wealth Management Group
New Jersey
$935K +$16.1K +61 +2%
BWM
1733
Buckley Wealth Management
Nevada
$934K +$6.59K +25 +0.7%
CC
1734
Corton Capital
Ontario, Canada
$933K +$151K +573 +19%
JEST
1735
JTC Employer Solutions Trustee
Jersey
$932K – – –
PWC
1736
PYA Waltman Capital
Tennessee
$931K +$125K +474 +15%
BFA
1737
Bill Few Associates
Pennsylvania
$929K -$4.74K -18 -0.5%
FWM
1738
Forza Wealth Management
Florida
$928K +$52.7K +200 +6%
CAM
1739
Cubic Asset Management
Massachusetts
$927K +$927K +3,520 New
MFC
1740
Morris Financial Concepts
South Carolina
$926K +$3.95K +15 +0.4%
DFA
1741
DHJJ Financial Advisors
Illinois
$925K -$26.3K -100 -3%
HCA
1742
Harbour Capital Advisors
Virginia
$925K – – –
MFG
1743
MidWestOne Financial Group
Iowa
$925K +$21.9K +83 +2%
WAM
1744
WNY Asset Management
New York
$922K +$17.9K +68 +2%
OW
1745
Olistico Wealth
Oklahoma
$919K +$58.2K +221 +7%
FAB
1746
First American Bank
Illinois
$917K +$13.4K +51 +1%
PSB
1747
Piscataqua Savings Bank
New Hampshire
$916K -$11.1K -42 -1%
CPA
1748
Cardiff Park Advisors
California
$916K – – –
MM
1749
MQS Management
New York
$916K +$916K +3,478 New
FFC
1750
First Financial Corp
Indiana
$913K – – –
68 69
70
71 72