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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 %
SAM
1901
S.A. Mason
Michigan
$734K +$527 +2 +0.1%
FIBT
1902
First International Bank & Trust
North Dakota
$733K -$202K -766 -22%
HWMG
1903
Hurlow Wealth Management Group
Indiana
$728K +$52.7K +200 +8%
HWP
1904
Highline Wealth Partners
California
$727K – – –
IP
1905
Ignite Planners
California
$727K +$168K +667 +30%
HC
1906
Hamilton Capital
Ohio
$723K +$35.8K +136 +5%
GWM
1907
Greenwich Wealth Management
Connecticut
$721K +$115K +437 +19%
HFAS
1908
Hummer Financial Advisory Services
Illinois
$719K – – –
SQA
1909
Simon Quick Advisors
New Jersey
$717K -$14.5K -55 -2%
JSL
1910
JT Stratford LLC
Georgia
$717K +$16.9K +64 +2%
CRWM
1911
Castle Rock Wealth Management
California
$716K +$5.23K +21 +0.7%
HIF
1912
Hill Island Financial
Michigan
$716K +$2.11K +8 +0.3%
BWA
1913
Bordeaux Wealth Advisors
California
$715K -$45.8K -174 -6%
TSWM
1914
Tyler-Stone Wealth Management
Ohio
$711K +$9.23K +35 +1%
TPWA
1915
TRUE Private Wealth Advisors
Oregon
$710K +$24.5K +93 +4%
FCAS
1916
First Command Advisory Services
Texas
$709K +$709K +2,691 New
BAM
1917
BOS Asset Management
Illinois
$708K – – –
CFG
1918
Cooper Financial Group
California
$708K +$69K +262 +11%
FPWM
1919
FSB Premier Wealth Management
Iowa
$707K – – –
W
1920
Wealthquest
Ohio
$707K +$56.1K +213 +9%
9WM
1921
9258 Wealth Management
Ohio
$707K -$1.32K -5 -0.2%
SAF
1922
Smith Anglin Financial
Texas
$705K +$2.37K +9 +0.3%
V
1923
ViaWealth
Kansas
$703K -$3.95K -15 -0.6%
IBOK
1924
Independence Bank of Kentucky
Kentucky
$702K +$56.9K +216 +9%
WP
1925
WealthSource Partners
California
$700K -$27.4K -104 -4%
75 76
77
78 79