MCD icon

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 %
GCIA
2026
Gabelli & Co Investment Advisers
New York
$606K – – –
AIM
2027
Acropolis Investment Management
Missouri
$605K -$30.6K -116 -5%
HWM
2028
Horizon Wealth Management
Illinois
$604K -$3.95K -15 -0.6%
NAM
2029
NorthCrest Asset Manangement
Minnesota
$604K -$50.3K -191 -8%
LWAM
2030
Legacy Wealth Asset Management
Minnesota
$602K -$2.37K -9 -0.4%
AFG
2031
Allegheny Financial Group
Pennsylvania
$601K +$211K +802 +54%
ACG
2032
Allen Capital Group
Nebraska
$601K +$7.22K +28 +1%
CCB
2033
Cutter & Co Brokerage
Missouri
$601K -$7.64K -29 -1%
DG
2034
DMC Group
Alabama
$600K +$36.1K +137 +6%
AWA
2035
AmeriServ Wealth Advisors
Pennsylvania
$600K -$26.1K -99 -4%
NP
2036
Ninepoint Partners
Ontario, Canada
$600K – – –
FCCM
2037
First City Capital Management
Georgia
$598K -$2.63K -10 -0.4%
JLBC
2038
J.L. Bainbridge & Co
Florida
$598K – – –
MW
2039
MBL Wealth
North Carolina
$597K -$31.6K -120 -5%
MTIC
2040
Missouri Trust & Investment Company
Missouri
$595K – – –
SFG
2041
Sovereign Financial Group
Connecticut
$595K -$46.4K -176 -7%
C
2042
Certuity
Florida
$592K +$114K +433 +24%
ECM
2043
Estabrook Capital Management
New York
$591K +$44.3K +168 +8%
DSC
2044
Duncker Streett & Co
Missouri
$590K +$263 +1 +0%
D
2045
Diversified
Delaware
$590K – – –
CD
2046
Chapin Davis
Maryland
$589K -$127K -482 -18%
SIA
2047
Schear Investment Advisers
Ohio
$589K – – –
CF
2048
Centaurus Financial
California
$589K +$20K +76 +4%
CHJWM
2049
Carlton Hofferkamp & Jenks Wealth Management
Texas
$589K +$6.45K +25 +1%
NRD
2050
Nebula Research & Development
New York
$589K +$589K +2,234 New
80 81
82
83 84