MCD icon

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 %
PSCM
2401
Per Stirling Capital Management
Texas
$356K +$263 +1 +0.1%
CAAM
2402
Cornerstone Advisors Asset Management
Pennsylvania
$356K +$41.9K +159 +13%
ACA
2403
Aspire Capital Advisors
Washington
$355K +$355K +1,349 New
RWA
2404
Rooted Wealth Advisors
Illinois
$355K +$38.4K +139 +12%
WE
2405
Wealth Effects
Massachusetts
$355K +$3.43K +13 +1%
CIC
2406
Chase Investment Counsel
Virginia
$354K – – –
MTC
2407
McDaniel Terry & Co
Texas
$354K +$25.6K +97 +8%
LGG
2408
Luts & Greenleigh Group
Maryland
$353K -$2.37K -9 -0.7%
PCMC
2409
Paragon Capital Management (Colorado)
Colorado
$352K – – –
CWM
2410
Chemistry Wealth Management
New York
$352K +$527 +2 +0.1%
PAM
2411
Peak Asset Management
Colorado
$352K -$9.22K -35 -3%
IF
2412
Insight Folios
North Carolina
$352K -$35.3K -134 -9%
FAG
2413
Fortitude Advisory Group
Washington
$351K +$47.7K +181 +16%
AWMT
2414
AAFMAA Wealth Management & Trust
North Carolina
$350K -$236K -895 -40%
AT
2415
Arvest Trust
Oklahoma
$350K +$6.59K +25 +2%
WAOI
2416
Wealth Advisors of Iowa
Iowa
$350K – – –
BFG
2417
Beacon Financial Group
Texas
$349K -$4.3M -15,278 -92%
RA
2418
Rise Advisors
New York
$349K +$23.4K +89 +7%
LFA
2419
LGT Financial Advisors
Texas
$349K +$5.53K +21 +2%
RCG
2420
Rock Creek Group
District of Columbia
$349K -$116K -441 -25%
OKSA
2421
O'Keefe Stevens Advisory
New York
$349K +$6.06K +23 +2%
AWS
2422
Arkfeld Wealth Strategies
Nebraska
$348K – – –
VCM
2423
Vivaldi Capital Management
Illinois
$347K +$76.1K +289 +28%
PCH
2424
PGIM Custom Harvest
New Jersey
$346K +$41.4K +157 +14%
PSP
2425
Pacific Sage Partners
Washington
$345K – – –
95 96
97
98 99