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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 %
MGIA
2776
Matthew Goff Investment Advisor
Texas
$221K -$21.2K -83 -9%
SWMP
2777
Signature Wealth Management Partners
New Jersey
$220K – – –
NG
2778
NatWest Group
United Kingdom
$219K – – –
OIC
2779
Orion Investment Company
Missouri
$219K +$219K +860 New
GIM
2780
Gold Investment Management
Alberta, Canada
$219K -$2.04K -8 -0.9%
SIA
2781
Sage Investment Advisers
New York
$218K -$36.9K -145 -14%
SC
2782
Skylands Capital
Wisconsin
$217K – – –
TWD
2783
True Wealth Design
Ohio
$216K +$255 +1 +0.1%
RI
2784
RWWM Inc
California
$216K -$51K -200 -19%
RWI
2785
Red Wave Investments
Pennsylvania
$216K +$765 +3 +0.4%
RAM
2786
Riggs Asset Management
Pennsylvania
$216K -$5.28M -20,731 -96%
AWM
2787
Accel Wealth Management
Iowa
$216K +$14.5K +57 +7%
OAM
2788
Oberweis Asset Management
Illinois
$215K +$509 +2 +0.2%
MAS
2789
Madden Advisory Services
Florida
$215K +$215K +844 New
BBW
2790
Blue Barn Wealth
Utah
$215K +$29.8K +117 +16%
RSWA
2791
Robinson Smith Wealth Advisors
Maine
$214K +$24.5K +96 +13%
JF
2792
JSF Financial
California
$214K +$214K +838 New
NF
2793
NavPoint Financial
Minnesota
$213K – – –
MC
2794
Middleton & Co
Massachusetts
$213K – – –
SIM
2795
Studio Investment Management
Illinois
$213K +$34.7K +136 +19%
SIC
2796
Sigma Investment Counselors
Michigan
$213K – – –
MFT
2797
Moisand Fitzgerald Tamayo
Florida
$213K – – –
IWP
2798
Innova Wealth Partners
Pennsylvania
$213K – – –
FPTW
2799
Franklin, Parlapiano, Turner & Welch
Texas
$212K – – –
WCG
2800
Weaver Consulting Group
California
$211K – – –
110 111
112
113 114