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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 %
PC
2076
Port Capital
Illinois
$564K +$81.4K +309 +17%
JMF
2077
Johnson Midwest Financial
Iowa
$563K – – –
SWP
2078
Strategic Wealth Partners
Ohio
$562K -$45.6K -173 -7%
CFC
2079
Coyle Financial Counsel
Illinois
$562K – – –
KC
2080
Kingfisher Capital
North Carolina
$561K +$1.59K +7 +0.3%
DLA
2081
Douglas Lane & Associates
New York
$561K +$20.5K +78 +4%
WI
2082
Wedgewood Investors
Pennsylvania
$560K -$26.3K -100 -4%
AAM
2083
Aureus Asset Management
Massachusetts
$560K +$167K +635 +43%
RWA
2084
Redhawk Wealth Advisors
Minnesota
$556K -$1.05K -4 -0.2%
SFP
2085
Sandbox Financial Partners
Maryland
$556K -$28.5K -108 -5%
LAM
2086
L2 Asset Management
Massachusetts
$555K -$16.6M -1,831 -97%
APW
2087
Austin Private Wealth
Texas
$551K +$27.9K +106 +5%
CG
2088
CFO4Life Group
Texas
$551K -$17.6K -67 -3%
KLWA
2089
Kelly Lawrence W & Associates
California
$551K +$61.4K +233 +13%
ACM
2090
Advance Capital Management
Michigan
$551K -$326K -1,238 -37%
MCM
2091
Marathon Capital Management
Maryland
$550K – – –
GCP
2092
GSA Capital Partners
United Kingdom
$550K +$550K +2,087 New
CCA
2093
Childress Capital Advisors
Texas
$550K +$550K +2,086 New
TCB
2094
Texas Capital Bancshares
Texas
$548K +$5.27K +20 +1%
MAM
2095
Marotta Asset Management
Virginia
$548K +$13.2K +50 +2%
GTAM
2096
Global Trust Asset Management
Florida
$546K -$3.69K -14 -0.7%
BAAM
2097
Baker Avenue Asset Management
California
$543K -$27.4K -104 -5%
TC
2098
Tacita Capital
Ontario, Canada
$543K – – –
LT
2099
Legacy Trust
Michigan
$542K -$17.9K -68 -3%
B
2100
Bridgeworth
Alabama
$538K -$1.84K -7 -0.3%
82 83
84
85 86