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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
2126
Clearview Wealth Advisors
Oregon
$524K -$14.8K -56 -3%
SNB
2127
Security National Bank
Nebraska
$524K +$13.3K +50 +3%
VAM
2128
Verity Asset Management
North Carolina
$524K -$10K -38 -2%
KWS
2129
Keystone Wealth Services
California
$524K -$16.3K -62 -3%
VWA
2130
V Wealth Advisors
Kansas
$522K -$1.13M -4,283 -68%
CC
2131
Cipher Capital
New York
$521K +$521K +1,979 New
AIA
2132
Alera Investment Advisors
Illinois
$521K -$6.06K -23 -1%
AIA
2133
AIMZ Investment Advisors
California
$521K – – –
CIA
2134
Cladis Investment Advisory
Montana
$518K +$13.2K +50 +3%
SA
2135
SL Advisors
New Jersey
$517K – – –
SIG
2136
Spinnaker Investment Group
California
$517K – – –
MMHP
2137
Murphy Middleton Hinkle & Parker
Georgia
$517K -$27.7K -105 -5%
ACM
2138
Allred Capital Management
Texas
$516K -$54.3K -206 -10%
PCA
2139
Prosperity Capital Advisors
Ohio
$516K +$24.2K +92 +5%
LIG
2140
Lokken Investment Group
Delaware
$516K -$14.8K -56 -3%
WW
2141
Waterfront Wealth
Kansas
$515K – – –
PPP
2142
Private Portfolio Partners
New Jersey
$515K +$263 +1 +0.1%
SFS
2143
Summit Financial Strategies
Ohio
$515K +$119K +452 +30%
SFP
2144
Sterling Financial Planning
New Jersey
$514K – – –
KIA
2145
KLR Investment Advisors
Rhode Island
$514K +$34.7K +124 +7%
TWP
2146
Tower Wealth Partners
Pennsylvania
$511K +$3.69K +14 +0.7%
NAM
2147
NTV Asset Management
West Virginia
$511K +$4.48K +17 +0.9%
FA
2148
Faithward Advisors
Pennsylvania
$510K +$29.3K +109 +6%
FWM
2149
Fingerlakes Wealth Management
New York
$510K – – –
CWA
2150
Centennial Wealth Advisory
Michigan
$510K +$3.43K +13 +0.7%
84 85
86
87 88