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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 %
ISWM
2151
Independent Solutions Wealth Management
New York
$509K -$70.1K -266 -12%
GRQ
2152
Gardner Russo & Quinn
Pennsylvania
$509K -$14.2K -54 -3%
DDC
2153
DF Dent & Co
Maryland
$506K -$1.32K -5 -0.3%
JWM
2154
Jessup Wealth Management
Ohio
$505K +$2.64K +10 +0.5%
SI
2155
Symmetry Investments
Jersey
$505K +$56.6K +215 +13%
AF
2156
Apexium Financial
Texas
$505K -$6.59K -25 -1%
CTC
2157
Corundum Trust Company
South Dakota
$503K -$10.3K -39 -2%
BDFN
2158
Bond & Devick Financial Network
Minnesota
$503K -$26.3K -100 -5%
DWM
2159
Drive Wealth Management
Utah
$502K +$51.6K +196 +11%
RA
2160
RiverPark Advisors
New York
$501K +$501K +1,903 New
GCL
2161
Gouws Capital LLC
North Carolina
$501K – – –
OCPWS
2162
One Charles Private Wealth Services
Massachusetts
$500K +$263 +1 +0.1%
AGAM
2163
Audent Global Asset Management
California
$499K -$7.64K -29 -2%
LP
2164
LGL Partners
Pennsylvania
$499K – – –
AFAS
2165
Acorn Financial Advisory Services
Virginia
$499K +$155K +592 +45%
RWP
2166
Revolve Wealth Partners
New Jersey
$498K -$17.1K -65 -3%
MYIA
2167
Mount Yale Investment Advisors
Colorado
$497K -$22.1K -84 -4%
SCG
2168
Sonata Capital Group
Washington
$497K – – –
NFSG
2169
Newbridge Financial Services Group
Florida
$497K +$161K +610 +48%
CPA
2170
Capital Planning Advisors
California
$496K -$87.7K -333 -15%
SGK
2171
Steigerwald Gordon & Koch
Virginia
$496K +$47.7K +181 +11%
PAIM
2172
Punch & Associates Investment Management
Minnesota
$495K – – –
RWPA
2173
Richard W. Paul & Associates
Michigan
$494K +$26.9K +102 +6%
AGP
2174
Autumn Glory Partners
Texas
$494K +$12.4K +47 +3%
BWP
2175
Bernardo Wealth Planning
Pennsylvania
$494K +$527 +2 +0.1%
85 86
87
88 89