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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 %
SWM
1801
Silverlake Wealth Management
Vermont
$846K +$117K +444 +16%
UW
1802
Unique Wealth
Florida
$846K – – –
GAM
1803
Gould Asset Management
California
$846K -$18.4K -70 -2%
WR
1804
WD Rutherford
Oregon
$843K +$39.5K +150 +5%
SWA
1805
Sax Wealth Advisors
New Jersey
$843K +$21.3K +81 +3%
CFFP
1806
Center for Financial Planning
Michigan
$842K +$12.4K +47 +1%
WP
1807
Westmount Partners
California
$841K +$2.37K +9 +0.3%
DWMS
1808
Dominguez Wealth Management Solutions
Virginia
$841K -$15.8K -60 -2%
LOPW
1809
Live Oak Private Wealth
North Carolina
$840K -$8.43K -32 -1%
LSC
1810
Lesa Sroufe & Co
Washington
$840K – – –
WPA
1811
Winning Points Advisors
Florida
$839K -$55.8K -210 -6%
WF
1812
WoodTrust Financial
Wisconsin
$839K -$9.75K -37 -1%
PO
1813
Private Ocean
California
$837K – – –
VCWA
1814
Vanguard Capital Wealth Advisors
Colorado
$833K +$68.5K +260 +9%
EAM
1815
Evanson Asset Management
California
$833K -$20.3K -77 -2%
ICM
1816
IMS Capital Management
Oregon
$831K -$790 -3 -0.1%
SFSG
1817
Sound Financial Strategies Group
Mississippi
$829K -$58.5K -222 -7%
RF
1818
Rollins Financial
Georgia
$829K +$13.2K +50 +2%
CFP
1819
Catalyst Financial Partners
Massachusetts
$827K +$55.1K +209 +7%
AI
1820
Axiom Investors
Connecticut
$827K +$243K +922 +42%
PBO
1821
Peoples Bank (Ohio)
Ohio
$826K -$20.5K -78 -2%
LI
1822
Lafayette Investments
Maryland
$825K +$19.5K +74 +2%
SC
1823
Savoie Capital
Illinois
$824K +$824K +3,129 New
GIM
1824
Goelzer Investment Management
Indiana
$822K – – –
GA
1825
GoalVest Advisory
New York
$821K +$129K +488 +19%
71 72
73
74 75