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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 %
WA
2451
Wealthstream Advisors
New York
$332K -$527 -2 -0.2%
SRC
2452
Stone Run Capital
New York
$332K – – –
CC
2453
Callan Capital
California
$331K +$26.3K +100 +9%
GSC
2454
Grey Street Capital
Illinois
$331K – – –
MCP
2455
Mirador Capital Partners
California
$331K -$25.8K -98 -7%
TPW
2456
Tiller Private Wealth
Pennsylvania
$331K -$264 -1 -0.1%
OPPS
2457
Obsidian Personal Planning Solutions
Maryland
$330K – – –
EIA
2458
Edgemoor Investment Advisors
Maryland
$329K -$7.91K -30 -2%
MGWM
2459
Marks Group Wealth Management
Minnesota
$329K -$32.1K -122 -9%
TAM
2460
Titleist Asset Management
Texas
$328K -$15.3K -58 -4%
ME
2461
McIlrath & Eck
Washington
$328K – – –
WIA
2462
World Investment Advisors
California
$328K +$50.8K +193 +18%
AWA
2463
Alaska Wealth Advisors
Alaska
$327K -$2.63K -10 -0.8%
TIM
2464
Total Investment Management
Arizona
$326K +$16.1K +61 +5%
CIP
2465
Convergence Investment Partners
Florida
$326K +$3.95K +15 +1%
MWM
2466
Merriman Wealth Management
Washington
$326K – – –
RFA
2467
Resurgent Financial Advisors
Georgia
$326K +$28.2K +107 +9%
FCA
2468
FinTrust Capital Advisors
South Carolina
$325K +$9.75K +37 +3%
GSIAS
2469
Garden State Investment Advisory Services
New Jersey
$323K +$23.2K +88 +8%
BA
2470
Ballast Advisors
Minnesota
$323K -$21.9K -83 -6%
RB
2471
Rodgers Brothers
Pennsylvania
$321K – – –
PAM
2472
Private Asset Management
California
$320K -$169K -641 -35%
GLAM
2473
Gardner Lewis Asset Management
Pennsylvania
$320K +$320K +1,215 New
KPWG
2474
KFA Private Wealth Group
Virginia
$320K +$791 +3 +0.2%
PCMC
2475
Private Capital Management (Colorado)
Colorado
$320K -$36.6K -139 -10%
97 98
99
100 101