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McDonald's
MCD

Overview Fund Activity

3,057 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,193 increasing their positions, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
Holding in Top 10
37
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.93%
% of All Funds
0.54%
New
157
Increased
1,193
Reduced
1,319
Closed
198
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2501
Avaii Wealth Management
Wisconsin
$325K -$510 -2 -0.2%
CCFM
2502
Clear Creek Financial Management
Washington
$322K -$7.39K -29 -2%
SFG
2503
Sather Financial Group
Texas
$322K -$4.78M -18,747 -94%
SRC
2504
Stone Run Capital
New York
$321K – – –
WorldQuant Millennium Advisors
2505
WorldQuant Millennium Advisors
New York
$321K -$1.81M -7,104 -85%
PFS
2506
Prospect Financial Services
New York
$320K +$510 +2 +0.2%
JWM
2507
Jessup Wealth Management
Ohio
$319K -$15.8K -62 -5%
PCS
2508
Private Client Services
Kentucky
$318K +$26K +102 +9%
MBFW
2509
Morton Brown Family Wealth
Pennsylvania
$318K +$32.7K +126 +11%
GSIAS
2510
Garden State Investment Advisory Services
New Jersey
$318K +$7.15K +28 +2%
PG
2511
Prostatis Group
Maryland
$317K -$20.9K -82 -6%
SRC
2512
Shufro Rose & Co
New York
$317K +$56.6K +222 +22%
CAC
2513
Certified Advisory Corp
Florida
$315K +$43.3K +170 +16%
AHL
2514
Abel Hall LLC
Louisiana
$315K -$34.7K -136 -10%
VWM
2515
Vigilare Wealth Management
Arizona
$315K +$765 +3 +0.2%
CFGSD
2516
Compass Financial Group (South Dakota)
South Dakota
$314K +$11K +43 +4%
UF
2517
Univest Financial
Pennsylvania
$314K +$2.29K +9 +0.7%
AF
2518
Apollon Financial
South Carolina
$314K -$27K -106 -8%
WFAG
2519
Wescott Financial Advisory Group
Pennsylvania
$313K +$313K +1,228 New
LGG
2520
Luts & Greenleigh Group
Maryland
$313K +$313K +1,228 New
TA
2521
TPG Advisors
Illinois
$313K +$313K +1,227 New
PHWM
2522
Pine Harbor Wealth Management
Maryland
$313K -$2.04K -8 -0.6%
AWA
2523
Alaska Wealth Advisors
Alaska
$312K -$3.82K -15 -1%
CAM
2524
Concorde Asset Management
Michigan
$312K -$60.9K -239 -16%
RMF
2525
Red Mountain Financial
Colorado
$310K +$310K +1,218 New
99 100
101
102 103