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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 %
WAOI
2551
Wealth Advisors of Iowa
Iowa
$303K -$25.5K -100 -8%
EIA
2552
Edgemoor Investment Advisors
Maryland
$302K -$6.12K -24 -2%
NECFA
2553
New England Capital Financial Advisors
Connecticut
$302K +$765 +3 +0.3%
DCBT
2554
Dakota Community Bank & Trust
North Dakota
$302K +$4.33K +17 +1%
GB
2555
Goepper Burkhardt
South Carolina
$302K – – –
EBWM
2556
Eagle Bluffs Wealth Management
Missouri
$302K +$6.12K +24 +2%
SAM
2557
Satovsky Asset Management
New York
$302K +$1.78K +7 +0.6%
BP
2558
Broadleaf Partners
Ohio
$301K – – –
HFP
2559
Holistic Financial Partners
Indiana
$300K +$11.2K +44 +4%
NF
2560
Nvest Financial
New Hampshire
$300K +$300K +1,176 New
FPIS
2561
Financial Planning & Information Services
Wisconsin
$300K -$133K -521 -31%
CWA
2562
CJM Wealth Advisers
Virginia
$299K -$114K -455 -28%
HCM
2563
Hutchinson Capital Management
California
$299K -$255 -1 -0.1%
GHAM
2564
Gilman Hill Asset Management
Connecticut
$299K -$1.15M -4,525 -79%
IF
2565
Insight Folios
North Carolina
$298K +$4.84K +19 +2%
FL
2566
FreeGulliver LLC
Louisiana
$298K +$43.6K +171 +17%
WA
2567
Waddell & Associates
Tennessee
$298K +$45.4K +178 +18%
WA
2568
Wealthstream Advisors
New York
$298K -$26K -102 -8%
ETIA
2569
Epic Trust Investment Advisors
Washington
$298K +$8.41K +33 +3%
LRIA
2570
Leonard Rickey Investment Advisors
Washington
$297K +$35.4K +139 +14%
TIM
2571
Tortoise Investment Management
New York
$297K +$18.4K +72 +7%
OPTFSNA
2572
Old Point Trust & Financial Services N A
Virginia
$297K – – –
CS
2573
Crescent Sterling
Louisiana
$296K – – –
BMA
2574
Brooks Moore & Associates
Tennessee
$296K – – –
EFP
2575
Elser Financial Planning
Indiana
$296K +$296K +1,160 New
101 102
103
104 105