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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 %
HFBOT
2801
Home Federal Bank of Tennessee
Tennessee
$210K – – –
WPC
2802
Waters Parkerson & Co
Louisiana
$210K – – –
SFPG
2803
Stonebridge Financial Planning Group
Florida
$210K – – –
AL
2804
ADE LLC
Maryland
$210K +$17.1K +67 +9%
TIM
2805
Thompson Investment Management
Wisconsin
$209K +$1.53K +6 +0.7%
WPW
2806
Watershed Private Wealth
Illinois
$209K – – –
JF
2807
Joule Financial
Kentucky
$209K +$6.63K +26 +3%
BCM
2808
BluePath Capital Management
Georgia
$209K +$5.61K +22 +3%
LF
2809
Lee Financial
Texas
$209K +$510 +2 +0.2%
AA
2810
Apriem Advisors
California
$209K +$4.59K +18 +2%
ATS
2811
Ashton Thomas Securities
New York
$209K +$209K +851 New
LFA
2812
LifeGuide Financial Advisors
Pennsylvania
$208K +$4.33K +17 +2%
MLA
2813
MB, Levis & Associates
Pennsylvania
$208K +$255 +1 +0.1%
NCTC
2814
New Covenant Trust Company
Indiana
$208K -$10K -39 -5%
IRC
2815
Investors Research Corp
Georgia
$208K – – –
SFS
2816
Strategic Financial Services
New York
$208K – – –
NCM
2817
Nelson Capital Management
California
$208K -$19.1K -75 -8%
SCA
2818
St. Clair Advisors
Ohio
$208K – – –
JSA
2819
Jacobson & Schmitt Advisors
Wisconsin
$208K +$208K +815 New
GCP
2820
Gill Capital Partners
Colorado
$207K +$510 +2 +0.2%
CA
2821
Cambridge Advisors
Nebraska
$207K -$6.37K -25 -3%
NFG
2822
Northeast Financial Group
Pennsylvania
$207K – – –
BWA
2823
Burt Wealth Advisors
Maryland
$207K – – –
LWM
2824
Liberty Wealth Management
California
$207K +$207K +6,398 New
TCMP
2825
Thrive Capital Management (Pennsylvania)
Pennsylvania
$207K +$207K +812 New
111 112
113
114 115