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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 %
CWA
2051
CM Wealth Advisors
Ohio
$588K -$54.3K -200 -8%
DOA
2052
D'Orazio & Associates
Virginia
$588K -$59.3K -225 -9%
SFC
2053
SYM Financial Corp
Indiana
$585K +$407K +1,545 +229%
TI
2054
tru Independence
Oregon
$585K -$13.4K -51 -2%
SWIG
2055
Strategic Wealth Investment Group
Kentucky
$583K -$10K -38 -2%
FAT
2056
First American Trust
California
$579K +$284K +1,079 +96%
SIA
2057
Strategic Investment Advisors
Michigan
$578K -$18.2K -69 -3%
LSA
2058
Lion Street Advisors
Texas
$578K +$285K +1,082 +97%
HCM
2059
Hollencrest Capital Management
California
$577K -$34K -129 -6%
CAM
2060
Campion Asset Management
Virginia
$576K – – –
SHGA
2061
Sand Hill Global Advisors
California
$576K +$790 +3 +0.1%
SHFA
2062
SC&H Financial Advisors
Maryland
$576K +$263 +1 +0%
CWM
2063
Castle Wealth Management
Florida
$575K -$263 -1 -0%
VWM
2064
Vigilare Wealth Management
Arizona
$575K +$1.84K +7 +0.3%
CWP
2065
Core Wealth Partners
California
$575K +$2.11K +8 +0.4%
WMS
2066
Wealth Management Solutions
Pennsylvania
$574K -$4.74K -18 -0.8%
TIA
2067
Tiemann Investment Advisors
California
$574K -$10.5K -40 -2%
AIM
2068
Avity Investment Management
Connecticut
$574K +$22.4K +85 +4%
HBT
2069
Heartland Bank & Trust
Illinois
$573K -$527 -2 -0.1%
MKC
2070
M. Kraus & Co
Vermont
$572K +$12.4K +47 +2%
WDC
2071
Woodward Diversified Capital
California
$572K +$73.8K +280 +15%
MLFP
2072
MPS Loria Financial Planners
Illinois
$569K +$2.9K +11 +0.5%
BI
2073
Ballast Inc
Kentucky
$568K – – –
CBNLCF
2074
Cognios Beta Neutral Large Cap Fund
Kansas
$566K -$108K -410 -16%
SWM
2075
Stockman Wealth Management
Montana
$566K +$2.63K +10 +0.5%
81 82
83
84 85