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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 %
SMA
1951
Sage Mountain Advisors
Georgia
$675K +$3.43K +13 +0.5%
MCCA
1952
Mill Creek Capital Advisors
Pennsylvania
$675K -$106K -403 -14%
BWM
1953
Baystate Wealth Management
Massachusetts
$675K +$18.2K +69 +3%
ES
1954
ETF Store
Kansas
$674K +$3.59K +14 +0.5%
KFA
1955
Kelleher Financial Advisors
New York
$674K -$52.7K -200 -7%
GWP
1956
Gateway Wealth Partners
Wisconsin
$673K +$59K +224 +10%
MCA
1957
MSH Capital Advisors
Arizona
$673K +$18.2K +69 +3%
SHFA
1958
SS&H Financial Advisors
Michigan
$673K +$673K +2,553 New
AWM
1959
Angeles Wealth Management
California
$672K +$22.1K +84 +3%
GIA
1960
GHP Investment Advisors
Colorado
$670K -$15.6K -63 -2%
RIM
1961
Redwood Investment Management
Arizona
$670K +$670K +2,545 New
KWM
1962
KFG Wealth Management
Indiana
$669K +$12.9K +49 +2%
AF
1963
Aldebaran Financial
$668K -$6.59K -25 -1%
ORC
1964
O'Rourke & Company
Massachusetts
$668K +$6.06K +23 +0.9%
GWM
1965
Gray Wealth Management
Maine
$668K -$4.74K -18 -0.7%
MAG
1966
Mayfair Advisory Group
Alabama
$666K – – –
NME
1967
Notis-McConarty Edward
$665K – – –
OL
1968
Owen LaRue
Kentucky
$664K +$435K +1,650 +189%
IA
1969
IAM Advisory
Pennsylvania
$663K +$3.69K +14 +0.6%
CWM
1970
Concentric Wealth Management
California
$663K – – –
CB
1971
Centennial Bank
Arkansas
$663K +$73.8K +280 +13%
TFP
1972
Tilia Fiduciary Partners
North Carolina
$661K +$35.3K +134 +6%
AC
1973
Allstate Corporation
Illinois
$660K – – –
KA
1974
Klingman & Associates
New York
$660K -$21.3K -81 -3%
WWG
1975
West Wealth Group
California
$659K -$15.8K -60 -2%
77 78
79
80 81