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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 %
IIM
1751
InTrack Investment Management
Vermont
$913K +$913K +3,467 New
TT
1752
TI-Trust
Illinois
$913K +$7.9K +30 +0.9%
FFG
1753
Fortem Financial Group
California
$912K +$455K +1,727 +99%
RG
1754
Richelieu Gestion
France
$910K -$1.12M -4,244 -55%
SFB
1755
STAR Financial Bank
Indiana
$908K -$84.3K -320 -8%
CAMV
1756
Concord Asset Management (Virginia)
Virginia
$904K +$187K +709 +26%
SIC
1757
Sterling Investment Counsel
New York
$903K +$22.9K +87 +3%
LC
1758
Landaas & Company
Wisconsin
$903K – – –
RBFC
1759
Roman Butler Fullerton & Co
Missouri
$903K -$33.8K -136 -4%
PPWP
1760
Proquility Private Wealth Partners
Nevada
$902K -$6.59K -25 -0.7%
HI
1761
Human Investing
Oregon
$902K -$40.3K -153 -4%
CWM
1762
Core Wealth Management
Florida
$902K -$240K -910 -21%
CST
1763
Charles Schwab Trust
Nevada
$899K -$55.8K -212 -6%
TA
1764
Tectonic Advisors
Texas
$899K -$2.63K -10 -0.3%
PTC
1765
Philadelphia Trust Company
Pennsylvania
$896K -$145K -550 -14%
PWM
1766
PBMares Wealth Management
Virginia
$895K +$63K +239 +8%
FDCC
1767
Foster Dykema Cabot & Co
Massachusetts
$894K – – –
CPC
1768
Consolidated Planning Corp
Georgia
$889K -$53.5K -203 -6%
APG
1769
Abacus Planning Group
South Carolina
$888K -$27.7K -105 -3%
FRA
1770
Front Row Advisors
California
$885K -$29.5K -112 -3%
AL
1771
Aspiriant LLC
California
$882K +$16.6K +63 +2%
LCM
1772
LVM Capital Management
Michigan
$881K – – –
CW
1773
Connectus Wealth
Ohio
$881K -$68.6K -260 -7%
IWA
1774
Inspirion Wealth Advisors
Illinois
$877K – – –
STAS
1775
Strong Tower Advisory Services
Minnesota
$875K +$5.8K +22 +0.7%
69 70
71
72 73