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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 %
AIC
2351
Archer Investment Corporation
Indiana
$379K +$146K +556 +63%
TC
2352
Tsai Capital
New York
$378K -$302K -1,145 -44%
VP
2353
Verum Partners
North Carolina
$378K +$52.2K +198 +16%
SRG
2354
SBB Research Group
Illinois
$377K +$1.58K +6 +0.4%
CANY
2355
Caxton Associates (New York)
New York
$377K -$326K -1,238 -46%
EI
2356
Ellevest Inc
New York
$377K -$12.1K -46 -3%
NJBEST
2357
New Jersey Better Educational Savings Trust
New Jersey
$376K – – –
RWM
2358
Revisor Wealth Management
Ohio
$376K +$53.2K +202 +17%
PIMG
2359
Patriot Investment Management Group
Tennessee
$376K -$19.2K -73 -5%
IIL
2360
Insight Inv LLC
California
$375K -$9.04K -35 -2%
PFA
2361
Pettinga Financial Advisors
Indiana
$375K -$4.48K -17 -1%
RAM
2362
Readystate Asset Management
Illinois
$374K +$374K +1,421 New
RCM
2363
Riverpark Capital Management
New York
$374K +$374K +1,419 New
KFS
2364
Kelly Financial Services
Massachusetts
$373K +$1.05K +4 +0.3%
HFP
2365
Holistic Financial Partners
Indiana
$372K +$8.96K +34 +2%
GSWM
2366
Greenup Street Wealth Management
Michigan
$370K +$370K +1,406 New
CWA
2367
Canvas Wealth Advisors
Kansas
$370K -$102K -396 -22%
AFT
2368
Alpha Family Trust
California
$370K – – –
LIA
2369
LBMC Investment Advisors
Tennessee
$370K +$5.09K +20 +1%
MC
2370
Montag & Caldwell
Georgia
$369K -$10.8K -41 -3%
I
2371
INVST
Indiana
$369K +$122K +462 +49%
VT
2372
Vise Technologies
New York
$369K -$117K -443 -24%
KA
2373
Kure Advisory
Minnesota
$369K +$369K +1,400 New
SPWG
2374
Syntegra Private Wealth Group
Missouri
$368K +$30.6K +116 +9%
APA
2375
Astoria Portfolio Advisors
New York
$368K -$12.3K -48 -3%
93 94
95
96 97