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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 %
FB
2201
First Bancorp
Maine
$478K -$1.32K -5 -0.3%
QPW
2202
Quantum Private Wealth
Florida
$478K – – –
SIC
2203
Sigma Investment Counselors
Michigan
$478K +$16.9K +64 +4%
SAMC
2204
Spectrum Asset Management (California)
California
$478K – – –
DB
2205
Dravo Bay
Delaware
$476K -$527 -2 -0.1%
AA
2206
Alta Advisers
United Kingdom
$474K – – –
MS
2207
Maven Securities
Jersey
$473K +$473K +1,797 New
CIP
2208
Capital Insight Partners
Arizona
$473K -$2.37K -9 -0.5%
CGIM
2209
Capital Group Investment Management
Singapore
$472K – – –
PCM
2210
Prelude Capital Management
New York
$472K +$472K +1,790 New
MHWM
2211
Montz Harcus Wealth Management
Louisiana
$471K -$5.53K -21 -1%
JFG
2212
Jefferies Financial Group
New York
$469K -$1.17M -4,429 -71%
CWM
2213
Cranbrook Wealth Management
Michigan
$468K – – –
PIA
2214
Powell Investment Advisors
Florida
$468K – – –
CMI
2215
Clare Market Investments
Texas
$468K +$1.58K +6 +0.3%
SAM
2216
Shikiar Asset Management
New York
$468K – – –
PHAM
2217
Palisades Hudson Asset Management
Florida
$467K +$1.32K +5 +0.3%
RIS
2218
Retirement Income Solutions
Michigan
$466K – – –
VCG
2219
Vantage Consulting Group
Virginia
$465K +$15.8K +60 +4%
SA
2220
Syntax Advisors
New York
$465K +$15.8K +60 +4%
MWP
2221
Meridian Wealth Partners
Pennsylvania
$465K +$2.64K +10 +0.6%
SN
2222
Sittner & Nelson
Oregon
$464K – – –
WPW
2223
Warther Private Wealth
Ohio
$463K -$2.37K -9 -0.5%
PAA
2224
Peregrine Asset Advisers
Oregon
$462K +$462K +1,953 New
TWA
2225
Talisman Wealth Advisors
New Jersey
$462K – – –
87 88
89
90 91