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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 %
NCM
2851
Northwest Capital Management
Oregon
$182K -$170K -666 -48%
MWM
2852
Mascoma Wealth Management
New Hampshire
$177K -$34.4K -135 -16%
JWM
2853
Janiczek Wealth Management
Colorado
$177K -$39K -153 -18%
BC
2854
Barrett & Company
Rhode Island
$176K – – –
SGC
2855
Slocum, Gordon & Co
Rhode Island
$175K +$10.7K +42 +7%
PA
2856
Pineridge Advisors
Missouri
$174K +$1.53K +6 +0.9%
FMTCOCP
2857
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$172K -$8.68K -34 -5%
IGWM
2858
ICA Group Wealth Management
Colorado
$168K -$182K -715 -52%
AIM
2859
Access Investment Management
Georgia
$166K -$4.59K -18 -3%
Optiver Holding
2860
Optiver Holding
Netherlands
$164K +$164K +642 New
CP
2861
Castleview Partners
Texas
$163K -$114K -449 -41%
WIM
2862
Westside Investment Management
California
$162K +$5.86K +23 +4%
LJHT
2863
Laurie J. Hall Trustee
$161K -$23.4K -92 -13%
RFG
2864
RFP Financial Group
Georgia
$160K +$1.53K +6 +1%
BHWM
2865
Beaird Harris Wealth Management
Texas
$159K +$14.3K +56 +10%
FFA
2866
Frazier Financial Advisors
Ohio
$158K -$40.8K -160 -21%
SC
2867
Swan Capital
Florida
$157K +$157K +615 New
QL
2868
Quarry LP
New York
$155K +$54.8K +215 +55%
TFGT
2869
TS Financial Group (TSFG)
Illinois
$154K +$5.09K +20 +3%
TWP
2870
Triad Wealth Partners
Kansas
$153K +$153K +600 New
HB
2871
Horizon Bancorp
Indiana
$152K +$19.9K +78 +15%
EL
2872
EMFO LLC
Florida
$152K – – –
MAM
2873
Meeder Asset Management
Ohio
$151K -$609K -2,389 -80%
GJWM
2874
Gilliland Jeter Wealth Management
Arkansas
$150K -$78.5K -308 -34%
FGA
2875
Fortis Group Advisors
New Jersey
$149K – – –
113 114
115
116 117