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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 %
ECG
1826
Edge Capital Group
Georgia
$820K -$1.86M -7,048 -69%
DC
1827
DeDora Capital
California
$819K – – –
PEA
1828
Park Edge Advisors
Ohio
$818K +$84.8K +322 +12%
COCM
1829
Charter Oak Capital Management
New Hampshire
$816K -$44.3K -168 -5%
AAS
1830
Annex Advisory Services
Wisconsin
$816K -$15.8K -60 -2%
PSP
1831
Principal Street Partners
Tennessee
$813K +$406K +1,542 +100%
WB
1832
West Bancorporation
Iowa
$812K -$127K -482 -14%
RWB
1833
RMR Wealth Builders
New Jersey
$812K +$524K +1,988 +182%
BMC
1834
Benin Management Corp
Connecticut
$812K – – –
AWM
1835
Atticus Wealth Management
Florida
$806K +$7.11K +27 +0.9%
Walleye Capital
1836
Walleye Capital
New York
$806K -$23.9M -90,713 -97%
IIA
1837
Integral Investment Advisors
California
$804K +$75.9K +288 +10%
AWG
1838
Altus Wealth Group
Colorado
$800K -$10K -38 -1%
HCM
1839
Highview Capital Management
Illinois
$798K -$460K -1,748 -37%
DPI
1840
Diversified Portfolios Inc
Michigan
$798K +$52.9K +201 +7%
DA
1841
Dover Advisors
Virginia
$796K +$21.1K +80 +3%
BC
1842
Blackhill Capital
New Jersey
$790K – – –
WF
1843
Warner Financial
Maryland
$790K – – –
BAM
1844
Byrne Asset Management
New Jersey
$790K +$790K +3,000 New
FSWA
1845
Financial Synergies Wealth Advisors
Texas
$790K +$46.1K +175 +6%
MA
1846
MONECO Advisors
Connecticut
$789K +$15.8K +60 +2%
RDWM
1847
Red Door Wealth Management
Tennessee
$787K +$69.8K +265 +10%
WCM
1848
WealthBridge Capital Management
Ohio
$787K -$53.5K -203 -6%
SCI
1849
Stableford Capital II
Arizona
$787K +$60.9K +238 +8%
SOAMC
1850
Spirit of America Management Corp
New York
$785K – – –
72 73
74
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