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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 %
TFIPS
2876
Towarzystwo Funduszy Inwestycyjnych PZU SA
$148K – – –
VCM
2877
Versant Capital Management
Arizona
$148K +$30.6K +120 +26%
WAM
2878
Wolverine Asset Management
Illinois
$148K +$148K +579 New
SWM
2879
Sugarloaf Wealth Management
Georgia
$147K +$255 +1 +0.2%
PWMG
2880
Private Wealth Management Group
New Jersey
$146K -$24.4K -96 -14%
BWP
2881
Baldwin Wealth Partners
Massachusetts
$144K +$4.08K +16 +3%
CWM
2882
CarsonAllaria Wealth Management
Illinois
$141K +$255 +1 +0.2%
TCM
2883
Tradewinds Capital Management
Washington
$134K +$38.7K +152 +41%
BAM
2884
Bellevue Asset Management
Washington
$133K – – –
TLCM
2885
Twin Lakes Capital Management
California
$129K – – –
LFASL
2886
Lugano Financial Advisors SA (LFA)
Switzerland
$127K – – –
PP
2887
Pacifica Partners
Canada
$125K -$1.25K -5 -1%
MSG
2888
Main Street Group
Virginia
$124K -$58K -232 -32%
WPWM
2889
Western Pacific Wealth Management
Illinois
$121K +$37.2K +146 +44%
JSAM
2890
J. Safra Asset Management
New York
$120K +$78.7K +309 +191%
CAM
2891
Costello Asset Management
Pennsylvania
$120K +$255 +1 +0.2%
A
2892
AlphaQuest
New York
$119K -$1.51M -5,921 -93%
W
2893
WealthCollab
Washington
$119K -$2.8K -11 -2%
MS
2894
Mizuho Securities
Japan
$117K +$117K +460 New
TCM
2895
TruNorth Capital Management
Michigan
$113K +$89.4K +351 +382%
SC
2896
Stephens Consulting
Michigan
$112K – – –
CB
2897
Chris Bulman
California
$112K +$112K +438 New
GKIM
2898
GW&K Investment Management
Massachusetts
$111K +$4.83K +19 +5%
CIAS
2899
CBIZ Investment Advisory Services
Ohio
$109K -$25.5K -100 -19%
BWAM
2900
Boyd Watterson Asset Management
Ohio
$109K -$3.82K -15 -3%
114 115
116
117 118