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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 %
BW
2651
BIP Wealth
Georgia
$268K -$71.4K -280 -21%
MSF
2652
Mustard Seed Financial
Arkansas
$268K – – –
FA
2653
Fagan Associates
New York
$267K -$1.27K -5 -0.5%
AWM
2654
Allen Wealth Management
North Carolina
$267K +$25.5K +100 +11%
PCM
2655
Presidio Capital Management
California
$266K -$23.7K -93 -8%
FNC
2656
First National Corp
Massachusetts
$266K +$23.7K +93 +10%
RFA
2657
RTD Financial Advisors
Pennsylvania
$266K +$7.65K +30 +3%
TPWA
2658
Twin Peaks Wealth Advisors
California
$265K -$26K -102 -9%
PJWM
2659
Philip James Wealth Mangement
Georgia
$265K -$36.2K -142 -12%
FS
2660
Financial Symmetry
North Carolina
$264K +$55K +216 +26%
AA
2661
AlphaMark Advisors
Kentucky
$264K – – –
MFS
2662
Madrona Financial Services
Washington
$263K +$3.31K +13 +1%
AW
2663
Alaethes Wealth
Nevada
$263K -$14K -55 -5%
MAC
2664
Mason & Associates (California)
California
$263K – – –
TNA
2665
True North Advisors
Texas
$262K -$22.2K -87 -8%
OWA
2666
Octavia Wealth Advisors
Ohio
$261K -$287K -1,126 -52%
LA
2667
Lane & Associates
New Jersey
$261K +$35.7K +140 +16%
NOI
2668
Newton One Investments
Delaware
$261K +$1.53K +6 +0.6%
EGWAG
2669
Elwood & Goetz Wealth Advisory Group
Georgia
$260K -$8.16K -32 -3%
CCA
2670
Cora Capital Advisors
New Jersey
$260K +$255 +1 +0.1%
KFA
2671
Kapstone Financial Advisors
Ohio
$259K -$4.33K -17 -2%
HA
2672
Hofer & Associates
California
$259K +$1.53K +6 +0.6%
IA
2673
IFG Advisors
Missouri
$259K – – –
IWP
2674
Invenio Wealth Partners
Florida
$258K -$1.53K -6 -0.6%
SIA
2675
Stegner Investment Associates
Kentucky
$258K +$2.8K +11 +1%
105 106
107
108 109