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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 %
VPP
1926
Vertex Planning Partners
Illinois
$698K -$21.3K -81 -3%
SFG
1927
Summit Financial Group
West Virginia
$697K -$39.8K -151 -5%
AI
1928
Arrien Investments
Idaho
$697K +$25.6K +97 +4%
FWM
1929
Fairhaven Wealth Management
Illinois
$696K -$1.05K -4 -0.2%
GPI
1930
General Partner Inc
Pennsylvania
$695K – – –
MA
1931
MJP Associates
Connecticut
$695K -$471K -1,789 -40%
AA
1932
Advisory Alpha
Michigan
$693K -$39.8K -151 -5%
LA
1933
Latitude Advisors
Florida
$691K +$14.8K +56 +2%
GLLW
1934
Graves Light Lenhart Wealth
Virginia
$690K – – –
PFA
1935
Pure Financial Advisors
California
$690K -$25.6K -97 -4%
PS
1936
Planned Solutions
California
$689K -$81.7K -310 -11%
WSC
1937
Wellington Shields & Co
New York
$687K +$388K +1,472 +130%
FA
1938
Fiduciary Alliance
South Carolina
$686K +$278K +1,055 +68%
SMH
1939
Sanders Morris Harris
Texas
$685K – – –
QC
1940
Quent Capital
New York
$684K +$30.3K +115 +5%
CS
1941
Cannell & Spears
New York
$683K +$1.58K +6 +0.2%
KP
1942
Keel Point
Alabama
$682K +$13.2K +50 +2%
HI
1943
Hudock Inc
Pennsylvania
$682K +$2.11K +8 +0.3%
RIG
1944
RiverFront Investment Group
Virginia
$682K +$24.2K +92 +4%
AC
1945
AlphaCore Capital
California
$681K +$108K +410 +19%
WP
1946
Waycross Partners
Kentucky
$679K – – –
CSPAM
1947
Cary Street Partners Asset Management
Virginia
$678K -$25.6K -97 -4%
LPAM
1948
Lodestar Private Asset Management
California
$677K +$790 +3 +0.1%
BWP
1949
Balboa Wealth Partners
Arizona
$676K -$110K -419 -14%
EA
1950
Eudaimonia Advisors
Tennessee
$675K -$28.2K -107 -4%
76 77
78
79 80