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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 %
EFMC
2276
Empire Financial Management Company
New York
$425K +$425K +1,614 New
PWM
2277
Paulson Wealth Management
Illinois
$425K +$11.6K +44 +3%
FHC
2278
First Heartland Consultants
Missouri
$425K -$263 -1 -0.1%
CCM
2279
Carlson Capital Management
Minnesota
$422K -$5.01K -19 -1%
LCM
2280
Lazari Capital Management
California
$421K -$26.3K -100 -6%
HHGA
2281
Halbert Hargrove Global Advisors
California
$421K +$2.37K +9 +0.6%
KWM
2282
Kolinsky Wealth Management
New Jersey
$421K -$13.2K -50 -3%
CIA
2283
Compass Ion Advisors
Pennsylvania
$421K +$183K +693 +77%
WFMPM
2284
Woodley Farra Manion Portfolio Management
Indiana
$420K -$453K -1,721 -52%
PIFP
2285
Partners in Financial Planning
Virginia
$418K +$123K +465 +41%
EFL
2286
ERn Financial LLC
Wisconsin
$417K -$17.7K -67 -4%
HFM
2287
Harvest Fund Management
China
$416K -$71.6K -272 -15%
GIM
2288
Groesbeck Investment Management
New Jersey
$416K – – –
FGA
2289
Fortis Group Advisors
New Jersey
$415K +$123K +451 +42%
VFPI
2290
Vantage Financial Partners (Illinois)
Illinois
$415K -$13.2K -50 -3%
CCP
2291
Cassia Capital Partners
North Carolina
$415K +$10.3K +39 +3%
CFS
2292
Commonwealth Financial Services
West Virginia
$415K +$415K +1,574 New
BWM
2293
BCGM Wealth Management
Indiana
$414K – – –
AIM
2294
Aspen Investment Management
Michigan
$413K +$18.7K +71 +5%
PFA
2295
Pathway Financial Advisors
Vermont
$413K – – –
KIC
2296
Kensington Investment Counsel
California
$413K +$45.3K +172 +12%
FPGK
2297
Financial Partners Group (Kansas)
Kansas
$413K +$13.9K +52 +3%
CCFM
2298
Clear Creek Financial Management
Washington
$412K +$99.6K +378 +32%
EM
2299
Excalibur Management
Massachusetts
$412K +$3.69K +14 +0.9%
CA
2300
Carson Advisory
Georgia
$411K +$68.2K +259 +20%
90 91
92
93 94