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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 %
PSF
2626
Pacific Sun Financial
California
$279K – – –
RIM
2627
Redwood Investment Management
Arizona
$279K +$279K +1,062 New
4WM
2628
4J Wealth Management
Virginia
$279K -$12K -47 -4%
XS
2629
XR Securities
Illinois
$279K +$40.5K +159 +17%
AFM
2630
Armstrong Fleming & Moore
District of Columbia
$277K – – –
LSWM
2631
Lorne Steinberg Wealth Management
Canada
$277K -$48.9K -192 -15%
WAM
2632
WFA Asset Management
Wisconsin
$277K +$764 +3 +0.3%
BGAI
2633
Bruce G. Allen Investments
Colorado
$277K -$1.78K -7 -0.6%
SRC
2634
Sage Rhino Capital
California
$274K +$3.57K +14 +1%
AIA
2635
Allied Investment Advisors
Montana
$273K – – –
SB
2636
Sunflower Bank
Texas
$273K +$16.3K +64 +6%
MAA
2637
Matrix Asset Advisors
New York
$273K +$765 +3 +0.3%
CTWM
2638
Cherry Tree Wealth Management
Minnesota
$273K -$2.55K -10 -0.9%
CKAIS
2639
Christensen King & Associates Investment Services
Washington
$273K – – –
HI
2640
Hoey Investments
Pennsylvania
$272K – – –
AIM
2641
Aspen Investment Management
Michigan
$272K -$1.02K -4 -0.4%
AT
2642
Avalon Trust
New Mexico
$271K -$6.63K -26 -2%
AR
2643
Apeiron RIA
Texas
$270K +$40K +157 +17%
ACM
2644
AUA Capital Management
Pennsylvania
$270K – – –
CISOA
2645
Capital Investment Services of America
Wisconsin
$269K -$22.9K -90 -8%
WAM
2646
Walker Asset Management
Missouri
$269K +$510 +2 +0.2%
MWP
2647
Madison Wealth Partners
Wisconsin
$269K – – –
NRI
2648
NFP Retirement Inc
California
$269K +$27.8K +109 +12%
CWS
2649
Cypress Wealth Services
California
$269K +$7.64K +30 +3%
AMG
2650
Asset Management Group
Connecticut
$268K +$15.6K +61 +6%
104 105
106
107 108