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McDonald's
MCD

Overview Fund Activity

3,141 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q3 according to their latest regulatory filings, with 246 funds opening new positions, 1,190 increasing their positions, 1,292 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,141
Holders Change
+84
Holders Change %
+2.75%
% of All Funds
45.43%
Holding in Top 10
55
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+48.65%
% of All Funds
0.8%
New
246
Increased
1,190
Reduced
1,292
Closed
121
Calls
$3.26B
Puts
$2.95B
Net Calls
+$308M
Net Calls Change
-$386M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.43B
2
Morgan Stanley
Morgan Stanley
New York
+$582M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$415M
4
Barclays
Barclays
United Kingdom
+$229M
5
Citadel Advisors
Citadel Advisors
Florida
+$215M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$340M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$334M
3
BA
Bridgewater Associates
Connecticut
-$255M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSF
2626
Mustard Seed Financial
Arkansas
$320K – – –
FA
2627
Fagan Associates
New York
$319K – – –
AWM
2628
Allen Wealth Management
North Carolina
$319K – – –
SLWA
2629
San Luis Wealth Advisors
California
$318K -$462K -1,518 -59%
AWM
2630
Aviso Wealth Management
Washington
$318K +$50.8K +167 +19%
RFA
2631
RTD Financial Advisors
Pennsylvania
$318K – – –
TIA
2632
Trust Investment Advisors
Indiana
$317K -$74.6K -245 -19%
SRC
2633
Shufro Rose & Co
New York
$317K – – –
FS
2634
Financial Symmetry
North Carolina
$315K – – –
ALC
2635
Alexander Labrunerie & Co
Missouri
$315K +$315K +1,035 New
AA
2636
Auxano Advisors
Washington
$315K +$31.4K +103 +11%
AA
2637
AlphaMark Advisors
Kentucky
$315K – – –
BFG
2638
Beacon Financial Group
Texas
$315K -$25K -82 -7%
AR
2639
Apeiron RIA
Texas
$314K -$8.53K -28 -3%
IWP
2640
Invenio Wealth Partners
Florida
$314K +$5.48K +18 +2%
SIAG
2641
Safeguard Investment Advisory Group
California
$314K +$314K +1,030 New
NOI
2642
Newton One Investments
Delaware
$313K +$1.83K +6 +0.6%
EGWAG
2643
Elwood & Goetz Wealth Advisory Group
Georgia
$313K +$1.83K +6 +0.6%
OPA
2644
Old Port Advisors
Maine
$313K +$38.7K +127 +14%
HNW
2645
High Note Wealth
Minnesota
$313K -$3.87M -12,705 -93%
APIM
2646
Agate Pass Investment Management
Washington
$312K -$24.4K -80 -7%
CCA
2647
Cora Capital Advisors
New Jersey
$311K +$305 +1 +0.1%
CWMS
2648
Cannon Wealth Management Services
North Carolina
$311K +$311K +1,022 New
SEA
2649
Stegent Equity Advisors
Texas
$311K -$144K -472 -32%
IA
2650
IFG Advisors
Missouri
$309K – – –
104 105
106
107 108