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 %
WDL
1776
Well Done LLC
Michigan
$874K – – –
SIAP
1777
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$873K -$6.59K -25 -0.7%
OC
1778
Oarsman Capital
Wisconsin
$870K -$3.69K -14 -0.4%
PP
1779
PDS Planning
Ohio
$870K -$27.1K -103 -3%
CWM
1780
Cahaba Wealth Management
Georgia
$869K -$33.2K -126 -4%
FFG
1781
Frisch Financial Group
New York
$869K -$9.22K -35 -1%
CMANY
1782
Capital Management Associates (New York)
New York
$869K – – –
SFI
1783
SPC Financial Inc
Maryland
$865K +$263 +1 +0%
PWMG
1784
Prestige Wealth Management Group
New Jersey
$863K +$46.9K +178 +6%
GP
1785
Geneva Partners
Wisconsin
$861K -$17.1K -65 -2%
CJL
1786
Cyrus J. Lawrence
New York
$861K – – –
AP
1787
Atwood & Palmer
Missouri
$860K – – –
CFAM
1788
Coury Firm Asset Management
Pennsylvania
$859K +$241K +915 +39%
MIH
1789
Meitav Investment House
Israel
$858K – – –
AIM
1790
Alhambra Investment Management
Florida
$857K -$3.16K -12 -0.4%
WAL
1791
W Advisors LLC
Tennessee
$857K -$9.22K -35 -1%
KCM
1792
KRS Capital Management
Michigan
$856K +$527 +2 +0.1%
EM
1793
ELCO Management
New York
$854K -$91.4K -347 -10%
WIM
1794
WealthPlan Investment Management
Nebraska
$854K +$400K +1,517 +88%
BAM
1795
Bosun Asset Management
Illinois
$854K -$52.4K -199 -6%
CC
1796
Constitution Capital
Connecticut
$852K -$290K -1,100 -25%
GA
1797
Geller Advisors
New York
$851K +$387K +1,470 +84%
TCM
1798
Twin Capital Management
Pennsylvania
$850K +$850K +3,227 New
FFA
1799
Fortune Financial Advisors
Kansas
$850K -$10.5K -40 -1%
EFG
1800
Everhart Financial Group
Ohio
$849K -$40.8K -155 -5%
70 71
72
73 74