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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 %
BWG
2726
Berry Wealth Group
Texas
$277K -$14.3K -47 -5%
PCTC
2727
Perkins Coie Trust Company
Washington
$276K – – –
CMP
2728
Courage Miller Partners
Virginia
$276K -$25.9K -85 -9%
O3W
2729
Omni 360 Wealth
New Jersey
$275K -$3.65K -12 -1%
NAMM
2730
NorthStar Asset Management (Massachusetts)
Massachusetts
$274K – – –
RWS
2731
Resolute Wealth Strategies
Mississippi
$274K +$1.22K +4 +0.4%
HI
2732
Hoey Investments
Pennsylvania
$272K – – –
VAF
2733
Values Added Financial
District of Columbia
$272K -$21.3K -70 -7%
SIA
2734
SeaBridge Investment Advisors
New Jersey
$271K – – –
TPW
2735
Transatlantique Private Wealth
New York
$271K – – –
MWM
2736
Mindset Wealth Management
Indiana
$271K +$271K +889 New
SC
2737
Sykon Capital
New York
$270K – – –
SHWM
2738
Smith & Howard Wealth Management
Georgia
$269K – – –
NQWM
2739
Northwest Quadrant Wealth Management
Oregon
$269K +$914 +3 +0.3%
FCMA
2740
Foresight Capital Management Advisors
Michigan
$268K – – –
NCM
2741
Nelson Capital Management
California
$268K +$19.8K +65 +8%
HP
2742
Hyperion Partners
Pennsylvania
$267K -$6.09K -20 -2%
WIM
2743
Wittenberg Investment Management
Massachusetts
$266K – – –
TW
2744
Transform Wealth
Colorado
$266K -$1.18M -3,861 -82%
DJYG
2745
David J. Yvars Group
Florida
$266K -$21.3K -70 -7%
RWI
2746
Red Wave Investments
Pennsylvania
$265K +$7.31K +24 +3%
SLC
2747
Second Line Capital
Louisiana
$265K – – –
C
2748
Covestor
United Kingdom
$264K -$19.3K -63 -7%
FC
2749
Fairscale Capital
New Hampshire
$264K -$4.57K -15 -2%
MGIA
2750
Matthew Goff Investment Advisor
Texas
$264K – – –
108 109
110
111 112