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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 %
FEG
2826
Financial Enhancement Group
Indiana
$206K +$206K +768 New
SWMG
2827
Signature Wealth Management Group
Georgia
$206K +$7.65K +30 +4%
AP
2828
Adero Partners
California
$205K +$5.35K +21 +3%
VAG
2829
VisionPoint Advisory Group
Texas
$204K – – –
MGAM
2830
McGowan Group Asset Management
Texas
$204K -$91.5K -359 -31%
QFA
2831
Quantum Financial Advisors
California
$204K +$21.7K +85 +12%
LWA
2832
Ledgewood Wealth Advisors
New Hampshire
$204K – – –
AWM
2833
Adams Wealth Management
Utah
$204K – – –
CI
2834
CacheTech Inc
Utah
$204K +$204K +800 New
T
2835
TCWP
Ohio
$204K -$4.59K -18 -2%
SSWM
2836
Strait & Sound Wealth Management
California
$203K – – –
SBF
2837
Sara-Bay Financial
Florida
$203K +$203K +796 New
NEPPG
2838
New England Professional Planning Group
Rhode Island
$202K -$765 -3 -0.4%
CNWM
2839
Clay Northam Wealth Management
California
$202K – – –
DF
2840
Dunhill Financial
United Kingdom
$201K -$1.79K -7 -0.9%
LWMG
2841
Levy Wealth Management Group
Pennsylvania
$201K -$26K -102 -11%
LAM
2842
LifePro Asset Management
California
$200K +$3.06K +12 +2%
CCM
2843
Carlson Capital Management
Minnesota
$200K +$200K +786 New
SCA
2844
Stuart Chaussee & Associates
California
$198K – – –
PCWA
2845
Pacific Capital Wealth Advisors
California
$197K – – –
HBW
2846
Hazlett, Burt & Watson
West Virginia
$193K -$38.8K -153 -17%
OCM
2847
Orion Capital Management
California
$191K – – –
BCMLT
2848
Beacon Capital Management LLC (Tennessee)
Tennessee
$191K -$22.2K -87 -10%
BCPWM
2849
Bradley & Co Private Wealth Management
Florida
$187K – – –
HWA
2850
HHM Wealth Advisors
Tennessee
$183K +$30.1K +118 +20%
112 113
114
115 116