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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 %
LCM
1876
LCM Capital Management
Illinois
$757K +$31.9K +121 +4%
PA
1877
PSI Advisors
Florida
$755K +$198K +750 +35%
TAM
1878
Tucker Asset Management
Colorado
$755K +$209K +793 +38%
TF
1879
TLWM Financial
Texas
$753K +$47.2K +179 +7%
CA
1880
CapWealth Advisors
Tennessee
$752K – – –
HDIM
1881
Hanson & Doremus Investment Management
Vermont
$752K – – –
PSFG
1882
Prairie Sky Financial Group
Illinois
$750K +$3.16K +12 +0.4%
AT
1883
Arden Trust
Delaware
$750K -$211K -800 -22%
MPIA
1884
Mountain Pacific Investment Advisers
Idaho
$749K -$23.4K -89 -3%
WWP
1885
WR Wealth Planners
Missouri
$746K -$5.8K -22 -0.8%
WAG
1886
Winthrop Advisory Group
Massachusetts
$745K +$3.69K +14 +0.5%
MIM
1887
Miller Investment Management
Pennsylvania
$744K – – –
ZF
1888
Zhang Financial
Michigan
$744K -$67.1K -259 -8%
BEC
1889
Blue Edge Capital
Virginia
$743K – – –
MAM
1890
MWA Asset Management
Massachusetts
$743K +$743K +2,819 New
KA
1891
Kozak & Associates
Colorado
$743K -$60.8K -245 -8%
OPOWM
1892
One Plus One Wealth Management
Florida
$739K – – –
CRIG
1893
Charter Research & Investment Group
Connecticut
$738K – – –
EB
1894
Exchange Bank
California
$736K – – –
SIC
1895
Samalin Investment Counsel
New York
$736K -$1.05K -4 -0.1%
PD
1896
Planning Directions
Pennsylvania
$735K -$26.6K -101 -3%
SWP
1897
Semus Wealth Partners
Florida
$734K +$12.6K +48 +2%
OFG
1898
OmniStar Financial Group
North Carolina
$734K +$35.6K +134 +5%
HFS
1899
Heritage Financial Services
Massachusetts
$734K -$26.3K -100 -3%
TCWM
1900
Total Clarity Wealth Management
Illinois
$734K -$7.9K -30 -1%
74 75
76
77 78