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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 %
GPA
1851
Garrison Point Advisors
California
$785K – – –
WIA
1852
Westbourne Investment Advisors
Maryland
$785K – – –
FDDB
1853
Fidelity D&D Bancorp
Pennsylvania
$783K +$783K +2,971 New
GFS
1854
GYL Financial Synergies
Connecticut
$782K +$66.1K +251 +9%
IAP
1855
Indie Asset Partners
Indiana
$780K +$6.06K +23 +0.8%
GFP
1856
Gryphon Financial Partners
Ohio
$779K +$39K +148 +5%
B
1857
Bellecapital
Switzerland
$778K -$24.2K -92 -3%
FCFC
1858
First Citizens Financial Corp
Iowa
$778K -$52.7K -200 -6%
JWBC
1859
John W. Bristol & Co
New York
$778K – – –
PMA
1860
Prudent Man Advisors
Illinois
$777K +$777K +2,951 New
FFS
1861
Founders Financial Securities
Maryland
$774K -$65.9K -250 -8%
PA
1862
PFG Advisors
Arizona
$774K -$3.71M -14,078 -83%
RP
1863
Riverbridge Partners
Minnesota
$773K – – –
VCM
1864
Virtue Capital Management
Tennessee
$773K – – –
WC
1865
Whitney & Co
New York
$769K -$46.1K -175 -6%
AWA
1866
Alta Wealth Advisors
Massachusetts
$768K -$40.3K -153 -5%
CA
1867
Cornerstone Advisory
Maryland
$765K +$59K +224 +8%
CG
1868
Clarus Group
Texas
$764K -$32.4K -123 -4%
TC
1869
Toews Corporation
New Jersey
$764K +$764K +2,900 New
BMWM
1870
Brown Miller Wealth Management
Virginia
$763K -$3.95K -15 -0.5%
EP
1871
Edgestream Partners
New Jersey
$762K +$762K +2,893 New
CCA
1872
Column Capital Advisors
Indiana
$758K – – –
TGAM
1873
TBH Global Asset Management
Tennessee
$757K +$1.32K +5 +0.2%
PCS
1874
Personal CFO Solutions
New Jersey
$757K +$15.8K +60 +2%
GWM
1875
GDS Wealth Management
Texas
$757K -$105K -400 -12%
73 74
75
76 77