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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 %
Cohen & Steers
2176
Cohen & Steers
New York
$493K – – –
CWM
2177
Centurion Wealth Management
Virginia
$493K – – –
CCA
2178
Clearwater Capital Advisors
Illinois
$492K -$38.7K -147 -7%
MIA
2179
Milestone Investment Advisors
Wisconsin
$492K +$492K +1,866 New
RTC
2180
Riverview Trust Company
Washington
$490K – – –
GA
2181
Goldstein Advisors
Wisconsin
$489K +$26.3K +100 +6%
BWM
2182
BCS Wealth Management
Tennessee
$488K +$488K +1,852 New
SLT
2183
St Louis Trust
Missouri
$487K – – –
GJIA
2184
Glass Jacobson Investment Advisors
Maryland
$486K -$26.4K -100 -5%
LSWM
2185
Lorne Steinberg Wealth Management
Canada
$486K – – –
CSB
2186
City State Bank
Iowa
$486K -$264 -1 -0.1%
LD
2187
Lipe & Dalton
New York
$486K – – –
MFA
2188
Millington Financial Advisors
Illinois
$486K +$2.11K +8 +0.4%
FMTC
2189
Farmers & Merchants Trust Company
California
$486K +$50.1K +190 +11%
MCM
2190
Maple Capital Management
Vermont
$485K -$67.7K -257 -12%
LAS
2191
LWM Advisory Services
Florida
$485K +$8.91K +34 +2%
DBIA
2192
Dumont & Blake Investment Advisors
New Jersey
$484K – – –
OFS
2193
OneAscent Financial Services
Alabama
$483K +$483K +1,832 New
ZAM
2194
Zevin Asset Management
Massachusetts
$482K – – –
HP
2195
Hilltop Partners
Indiana
$482K +$790 +3 +0.2%
FI
2196
Financial Insights
Washington
$481K -$262 -1 -0.1%
BFO
2197
Biltmore Family Office
North Carolina
$480K +$3.16K +12 +0.7%
HCP
2198
Hexagon Capital Partners
Arkansas
$480K +$1.84K +7 +0.4%
BWM
2199
BlackDiamond Wealth Management
New York
$480K +$4.94K +19 +1%
MWM
2200
MBE Wealth Management
Wisconsin
$479K +$2.37K +9 +0.5%
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