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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 %
BMO
1976
Beck Mack & Oliver
New York
$659K – – –
TA
1977
TCM Advisors
West Virginia
$659K -$686K – –
DFG
1978
Delta Financial Group
New Jersey
$658K +$658K +2,499 New
HAS
1979
Holland Advisory Services
Florida
$657K +$112K +424 +20%
MWPCG
1980
Measured Wealth Private Client Group
New Hampshire
$656K -$34.2K -130 -5%
KS
1981
Karpas Strategies
Connecticut
$654K -$106K -403 -14%
PPWM
1982
Paragon Private Wealth Management
Kentucky
$653K +$5.27K +20 +0.8%
AC
1983
ASB Consultores
Florida
$651K -$88.5K -336 -12%
OHWA
1984
Oak Hill Wealth Advisors
Virginia
$651K +$61.9K +235 +11%
TC
1985
Trust Company
Kansas
$651K +$35K +133 +6%
OFS
1986
Oldfather Financial Services
Nebraska
$651K +$527 +2 +0.1%
DLCIG
1987
D.L. Carlson Investment Group
New Hampshire
$650K -$7.9K -30 -1%
MAM
1988
Meeder Asset Management
Ohio
$646K -$33.5K -127 -5%
CBFP
1989
Cedar Brook Financial Partners
Ohio
$645K -$46.4K -176 -7%
ACA
1990
Ackerman Capital Advisors
Texas
$645K – – –
IIC
1991
Integrated Investment Consultants
Michigan
$644K -$31.9K -121 -5%
RWP
1992
Ridgecrest Wealth Partners
California
$641K +$263 +1 +0%
OCG
1993
Opus Capital Group
Ohio
$641K -$34.3K -130 -5%
DIM
1994
Delta Investment Management
California
$641K +$5.53K +21 +0.9%
LB
1995
Legacy Bridge
Iowa
$640K – – –
TI
1996
Truepoint Inc
Ohio
$639K +$389K +1,475 +155%
MSFP
1997
Mark Sheptoff Financial Planning
Connecticut
$638K – – –
BWP
1998
Baldwin Wealth Partners
Massachusetts
$638K – – –
LGA
1999
Lebenthal Global Advisors
New York
$636K +$8.43K +32 +1%
GG
2000
Gleason Group
Kentucky
$635K +$2.37K +9 +0.4%
78 79
80
81 82