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McDonald's
MCD

Overview Fund Activity

3,141 hedge funds and large institutions have $153B invested in McDonald's in 2024 Q3 according to their latest regulatory filings, with 246 funds opening new positions, 1,190 increasing their positions, 1,292 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,141
Holders Change
+84
Holders Change %
+2.75%
% of All Funds
45.43%
Holding in Top 10
55
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+48.65%
% of All Funds
0.8%
New
246
Increased
1,190
Reduced
1,292
Closed
121
Calls
$3.26B
Puts
$2.95B
Net Calls
+$308M
Net Calls Change
-$386M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.43B
2
Morgan Stanley
Morgan Stanley
New York
+$582M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$415M
4
Barclays
Barclays
United Kingdom
+$229M
5
Citadel Advisors
Citadel Advisors
Florida
+$215M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$340M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$334M
3
BA
Bridgewater Associates
Connecticut
-$255M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$230M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$179M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
2926
Southern Capital Advisors
Tennessee
$209K +$209K +686 New
KMWM
2927
Keudell/Morrison Wealth Management
Oregon
$209K +$209K +685 New
LFA
2928
LGT Financial Advisors
Texas
$208K -$196K -645 -49%
LGW
2929
Leslie Global Wealth
Illinois
$206K +$206K +678 New
PWA
2930
PCG Wealth Advisors
Kansas
$206K +$206K +677 New
MPCA
2931
Madison Park Capital Advisors
Washington
$206K +$206K +677 New
BDF
2932
Black Diamond Financial
Maryland
$205K +$205K +675 New
SWIM
2933
Smallwood Wealth Investment Management
New Jersey
$205K +$205K +672 New
YCG
2934
Yeomans Consulting Group
Georgia
$204K +$204K +670 New
LGA
2935
Lebenthal Global Advisors
New York
$203K +$203K +668 New
AIM
2936
AMI Investment Management
Indiana
$203K +$203K +667 New
SRWM
2937
Shira Ridge Wealth Management
California
$203K +$203K +667 New
KWM
2938
Koa Wealth Management
California
$202K +$202K +665 New
NC
2939
Napatree Capital
Rhode Island
$202K +$202K +663 New
SIA
2940
SGL Investment Advisors
Montana
$202K +$202K +676 New
FFA
2941
Fi3 Financial Advisors
Indiana
$201K +$201K +661 New
LA
2942
LexAurum Advisors
Kansas
$201K +$201K +660 New
GSIS
2943
Global Strategic Investment Solutions
Arizona
$201K +$201K +659 New
CA
2944
Calton & Associates
Florida
$200K +$200K +658 New
AIM
2945
Access Investment Management
Georgia
$198K – – –
CP
2946
Castleview Partners
Texas
$195K +$609 +2 +0.3%
RWM
2947
Reston Wealth Management
Virginia
$194K +$194K +636 New
LJHT
2948
Laurie J. Hall Trustee
$192K – – –
PA
2949
Pineridge Advisors
Missouri
$192K -$15.8K -52 -8%
WPWM
2950
Western Pacific Wealth Management
Illinois
$191K +$46K +151 +32%
116 117
118
119 120