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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 %
SLG
2376
Stanley-Laman Group
Pennsylvania
$368K +$2.9K +11 +0.8%
KCFA
2377
Key Client Fiduciary Advisors
New Jersey
$368K +$9.75K +37 +3%
TCM
2378
Tufton Capital Management
Maryland
$367K – – –
QFA
2379
Quantum Financial Advisors
California
$367K +$178K +677 +94%
BIA
2380
Bigelow Investment Advisors
Maine
$366K -$5.27K -20 -1%
BF
2381
Brogan Financial
Tennessee
$366K – – –
RW
2382
REDW Wealth
New Mexico
$366K +$2.37K +9 +0.7%
WA
2383
Wealth Architects
California
$365K -$263 -1 -0.1%
CAGAS
2384
Capital Advisory Group Advisory Services
Minnesota
$365K +$365K +1,387 New
KOC
2385
Koss-Olinger Consulting
Florida
$365K +$527 +2 +0.1%
AWM
2386
Aprio Wealth Management
Georgia
$364K +$75.1K +285 +26%
AFP
2387
Alpha Financial Partners
Kentucky
$364K +$1.32K +5 +0.4%
IGWM
2388
ICA Group Wealth Management
Colorado
$363K +$128K +491 +54%
KCM
2389
Kathmere Capital Management
Pennsylvania
$362K +$184K +699 +104%
WG
2390
Watchman Group
Texas
$361K – – –
SSW
2391
Stone Summit Wealth
Florida
$360K – – –
CWA
2392
Consilium Wealth Advisory
Texas
$360K – – –
FIA
2393
FNY Investment Advisers
New York
$359K +$359K +1,363 New
RRCM
2394
Rappaport Reiches Capital Management
Illinois
$359K +$10.8K +41 +3%
DIA
2395
Davidson Investment Advisors
Montana
$358K +$358K +1,360 New
MAWA
2396
Moss Adams Wealth Advisors
Washington
$358K +$140K +533 +65%
UC
2397
Unio Capital
New Jersey
$357K – – –
WAS
2398
Winch Advisory Services
Wisconsin
$357K -$3.16K -12 -0.9%
OL
2399
Optas LLC
Texas
$356K +$7.9K +30 +2%
TRIA
2400
Trail Ridge Investment Advisors
Colorado
$356K -$128K -487 -26%
94 95
96
97 98