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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 %
FMP
2901
Financial Management Professionals
Texas
$108K -$64.4K -253 -37%
TCA
2902
Trifecta Capital Advisors
Illinois
$108K +$45.1K +177 +72%
IWP
2903
IAG Wealth Partners
Wisconsin
$106K -$105K -413 -50%
IWA
2904
IBEX Wealth Advisors
New Jersey
$105K -$1.04M -4,096 -91%
RFA
2905
Register Financial Advisors
Georgia
$104K -$142K -557 -58%
CIM
2906
Contravisory Investment Management
Massachusetts
$102K -$6.15M -24,128 -98%
TCCM
2907
Timber Creek Capital Management
Massachusetts
$102K – – –
BCM
2908
Blume Capital Management
California
$102K – – –
BFP
2909
Briaud Financial Planning
Texas
$100K -$253 -1 -0.3%
AI
2910
AdvisorShares Investments
Maryland
$99K -$371K -1,483 -79%
HIM
2911
Hillsdale Investment Management
Ontario, Canada
$97.6K -$324K -1,270 -77%
AFWM
2912
Abich Financial Wealth Management
Virginia
$97.3K +$2.55K +10 +3%
AW
2913
Avion Wealth
Texas
$97K -$760 -3 -0.8%
PCFFS
2914
Pacific Center for Financial Services
California
$96.1K – – –
CWC
2915
Carolinas Wealth Consulting
North Carolina
$94.8K -$60.3K -237 -39%
SVCP
2916
Silicon Valley Capital Partners
California
$91.8K +$510 +2 +0.6%
SHIM
2917
Stone House Investment Management
Pennsylvania
$90K +$10.2K +40 +13%
GPFA
2918
Game Plan Financial Advisors
Ohio
$89.2K -$63.7K -250 -42%
BSC
2919
Brown Shipley & Co
United Kingdom
$86.4K -$1.04M -4,098 -92%
KWAG
2920
Kiely Wealth Advisory Group
North Carolina
$83.5K +$16.5K +61 +25%
DWA
2921
Delos Wealth Advisors
Texas
$82.8K +$76.5K +300 +1,200%
HGA
2922
Hobbs Group Advisors
South Carolina
$81.8K +$81.8K +321 New
WCM
2923
Westend Capital Management
California
$81K -$15.2K -61 -16%
UWS
2924
Unique Wealth Strategies
Illinois
$80.6K +$80.6K +286 New
MCM
2925
MidAtlantic Capital Management
Virginia
$80.3K – – –
115 116
117
118 119