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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 %
FCA
2101
FLC Capital Advisors
California
$537K – – –
WQ
2102
Wealth Quarterback
New Jersey
$537K -$29.8K -113 -5%
JWM
2103
Jupiter Wealth Management
Colorado
$536K – – –
EIG
2104
Ellenbecker Investment Group
Wisconsin
$535K – – –
SRAM
2105
Spouting Rock Asset Management
Pennsylvania
$535K -$6.59K -25 -1%
SMA
2106
Seven Mile Advisory
New Jersey
$534K +$8.69K +33 +2%
FCT
2107
Family Capital Trust
Massachusetts
$533K – – –
BG
2108
Bollard Group
Massachusetts
$533K -$10.5K -40 -2%
BFG
2109
Berger Financial Group
Minnesota
$533K -$24.8K -94 -4%
GCM
2110
Goldstream Capital Management
Hong Kong
$533K – – –
ML
2111
McAdam LLC
Pennsylvania
$532K +$14.2K +54 +3%
VC
2112
Veracity Capital
Georgia
$531K -$860K -3,266 -62%
SCM
2113
Stonebridge Capital Management
California
$531K -$264K -1,000 -33%
FSG
2114
Financial Strategies Group
Michigan
$531K – – –
BWA
2115
Beam Wealth Advisors
Louisiana
$529K +$1.32K +5 +0.2%
DWP
2116
Destiny Wealth Partners
Florida
$529K +$9.22K +35 +2%
EAM
2117
Empirical Asset Management
Massachusetts
$528K -$121K -461 -19%
SC
2118
Sepio Capital
Utah
$528K -$134K -509 -20%
YC
2119
Yarbrough Capital
Tennessee
$528K – – –
WBG
2120
Wharton Business Group
Pennsylvania
$527K – – –
SAM
2121
Sompo Asset Management
Japan
$527K +$124K +470 +31%
BWS
2122
Buck Wealth Strategies
Colorado
$526K +$468K +1,776 +800%
BCM
2123
BTC Capital Management
Iowa
$526K -$58.5K -222 -10%
BHB
2124
Bank Hapoalim BM
Israel
$525K -$60.8K -231 -10%
WA
2125
WealthTrust Axiom
Pennsylvania
$525K -$12.4K -47 -2%
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85
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