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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 %
OBWG
2601
Onyx Bridge Wealth Group
New York
$286K -$13.5K -53 -5%
NWM
2602
Northwest Wealth Management
Iowa
$286K +$2.29K +9 +0.8%
CAM
2603
Claret Asset Management
Quebec, Canada
$286K – – –
AFG
2604
Arkansas Financial Group
Arkansas
$286K – – –
DCM
2605
Dudley Capital Management
Virginia
$285K – – –
GAM
2606
Gemmer Asset Management
California
$285K +$23.2K +91 +9%
RAM
2607
Redmond Asset Management
Virginia
$285K +$5.61K +22 +2%
BFG
2608
Beacon Financial Group
Texas
$284K -$53.3K -209 -16%
APS
2609
American Planning Services
Florida
$284K – – –
BWM
2610
Birchcreek Wealth Management
Ohio
$283K – – –
IGAM
2611
iA Global Asset Management
Quebec, Canada
$283K -$682K -2,674 -71%
NCM
2612
Novare Capital Management
North Carolina
$283K -$35.7K -140 -11%
GAM
2613
Garrison Asset Management
Arkansas
$282K +$1.27K +5 +0.5%
GWAM
2614
Guardian Wealth Advisors (Minnesota)
Minnesota
$282K -$4.59K -18 -2%
WG
2615
Watchman Group
Texas
$282K -$60.9K -239 -18%
VFP
2616
Verus Financial Partners
Virginia
$282K – – –
WC
2617
Wynn Capital
Georgia
$282K +$5.1K +20 +2%
APIM
2618
Agate Pass Investment Management
Washington
$281K – – –
B
2619
Birchbrook
Maine
$281K -$11K -43 -4%
OMC
2620
Overbrook Management Corp
New York
$280K – – –
HCP
2621
Holt Capital Partners
Texas
$280K – – –
Two Sigma Advisers
2622
Two Sigma Advisers
New York
$280K +$280K +1,100 New
FEM
2623
Fulcrum Equity Management
Texas
$280K +$57.1K +224 +26%
FF
2624
Francis Financial
$280K +$7.39K +29 +3%
SIG
2625
Sargent Investment Group
Maryland
$280K -$5.1K -20 -2%
103 104
105
106 107