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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 %
GIM
2676
Greylin Investment Management
Virginia
$257K – – –
FPGT
2677
Financial Partners Group (Tennessee)
Tennessee
$257K -$189K -740 -42%
JCM
2678
Jacobsen Capital Management
Utah
$256K +$50.5K +198 +25%
EA
2679
Eclectic Associates
California
$255K -$22.9K -90 -8%
DDPIC
2680
Deroy & Devereaux Private Investment Counsel
Michigan
$255K – – –
Financial Engines Advisors
2681
Financial Engines Advisors
California
$255K +$21.9K +86 +9%
HAM
2682
Hedges Asset Management
Nevada
$255K – – –
GCL
2683
Gouws Capital LLC
North Carolina
$255K – – –
RIM
2684
RW Investment Management
Idaho
$254K – – –
WHCI
2685
W.H. Cornerstone Investments
Massachusetts
$254K -$54.8K -215 -18%
FWA
2686
FSM Wealth Advisors
Ohio
$253K +$5.1K +20 +2%
RA
2687
Ruggaard & Associates
Ohio
$253K +$13.5K +53 +6%
PFA
2688
Plotkin Financial Advisors
Maryland
$253K – – –
SCM
2689
Sage Capital Management
New Jersey
$252K +$510 +2 +0.2%
CSWM
2690
Cassady Schiller Wealth Management
Ohio
$252K -$1.78K -7 -0.7%
CMP
2691
Courage Miller Partners
Virginia
$252K -$21.2K -83 -8%
FAFN
2692
First Affirmative Financial Network
Colorado
$252K +$42K +165 +20%
MGWA
2693
Monument Group Wealth Advisors
Massachusetts
$252K – – –
ISL
2694
Ingalls & Snyder LLC
New York
$252K – – –
FWP
2695
Firethorn Wealth Partners
Georgia
$251K -$4.84K -19 -2%
OC
2696
Opinicus Capital
Florida
$251K +$1.78K +7 +0.7%
PWM
2697
Praetorian Wealth Management
California
$251K +$251K +984 New
BFWA
2698
Benchmark Financial Wealth Advisors
Florida
$250K -$509 -2 -0.2%
Loomis, Sayles & Company
2699
Loomis, Sayles & Company
Massachusetts
$250K +$197K +772 +368%
OWA
2700
One Wealth Advisors
California
$249K -$1.88K -7 -0.7%
106 107
108
109 110