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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 %
OWA
2951
Opal Wealth Advisors
New York
$59.1K +$59.1K +232 New
OAJ
2952
Ogorek Anthony Joseph
New York
$59K -$20.3K -80 -26%
POIA
2953
Pin Oak Investment Advisors
Texas
$58K – – –
RDFA
2954
Ritter Daniher Financial Advisory
Ohio
$55K -$37K -145 -40%
CA
2955
Centerpoint Advisors
Massachusetts
$55K -$14.3K -56 -21%
CCA
2956
Criterion Capital Advisors
Tennessee
$52.2K – – –
SA
2957
SRH Advisors
Kansas
$51K – – –
KOCAA
2958
Knights of Columbus Asset Advisors
Connecticut
$51K +$51K +200 New
DPW
2959
DiNuzzo Private Wealth
Pennsylvania
$49.9K -$2.29K -9 -4%
GWSA
2960
Global Wealth Strategies & Associates
Colorado
$49.9K – – –
AIM
2961
Arcadia Investment Management
Michigan
$48.9K – – –
BBPWM
2962
Blue Bell Private Wealth Management
Pennsylvania
$47.3K +$5.85K +23 +14%
SFA
2963
Semmax Financial Advisors
North Carolina
$46.7K +$7.56K +28 +19%
TLA
2964
Tanglewood Legacy Advisors
Texas
$46.1K – – –
MAM
2965
Marquette Asset Management
Minnesota
$45.9K – – –
FCT
2966
First Community Trust
Iowa
$45.4K – – –
AFS
2967
Annapolis Financial Services
Maryland
$44.3K – – –
AWM
2968
AllSquare Wealth Management
New York
$44.1K -$5.1K -20 -10%
MFA
2969
McClarren Financial Advisors
Pennsylvania
$43K +$27.9K +330 +184%
CH
2970
Canton Hathaway
Rhode Island
$42K – – –
KFP
2971
Keener Financial Planning
Texas
$40K -$4.84K -19 -11%
TCG
2972
Transcendent Capital Group
Oklahoma
$39K – – –
T
2973
Tidemark
California
$38.3K – – –
ACM
2974
Accent Capital Management
Ohio
$38.2K – – –
LWA
2975
Lowe Wealth Advisors
Maryland
$38.2K – – –
117 118
119
120 121