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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 %
EGA
2426
E&G Advisors
Texas
$345K – – –
OWM
2427
OneAscent Wealth Management
Alabama
$344K +$344K +1,307 New
MF
2428
Meridian Financial
Massachusetts
$343K -$19.2K -73 -5%
LJAC
2429
L.J. Altfest & Co
New York
$343K -$790 -3 -0.2%
XSC
2430
X-Square Capital
Puerto Rico
$343K – – –
KFG
2431
Kingdom Financial Group
Arizona
$343K +$140K +530 +69%
GSC
2432
G&S Capital
Colorado
$343K -$255K -967 -43%
HAM
2433
Hedges Asset Management
Nevada
$342K +$79K +300 +30%
TIA
2434
Traphagen Investment Advisors
New Jersey
$342K +$263 +1 +0.1%
CCP
2435
Carmel Capital Partners
California
$342K -$3.16K -12 -0.9%
CYG
2436
Clean Yield Group
Vermont
$342K – – –
TAM
2437
Trillium Asset Management
Massachusetts
$341K -$1.32K -5 -0.4%
GAM
2438
GEM Asset Management
Michigan
$341K – – –
KIG
2439
Kennedy Investment Group
New Jersey
$340K +$1.32K +5 +0.4%
AWM
2440
Avaii Wealth Management
Wisconsin
$340K -$15.3K -58 -4%
HPIA
2441
Hamilton Point Investment Advisors
North Carolina
$340K – – –
RB
2442
Richmond Brothers
Michigan
$339K -$67K -254 -16%
BWM
2443
Blossom Wealth Management
California
$339K +$339K +1,287 New
CHAM
2444
Clear Harbor Asset Management
Connecticut
$339K – – –
JJBC
2445
James J. Burns & Company
New York
$338K – – –
IAM
2446
Innovis Asset Management
Illinois
$336K +$336K +1,276 New
I2I
2447
Insight 2811 Inc
Illinois
$336K -$47.7K -181 -12%
PP
2448
Pegasus Partners
Wisconsin
$334K +$92.2K +350 +38%
BCMLT
2449
Beacon Capital Management LLC (Tennessee)
Tennessee
$333K – – –
SM
2450
Sweeney & Michel
California
$333K +$333K +1,243 New
96 97
98
99 100