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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 %
CP
2976
Camelot Portfolios
Ohio
$38K +$38K +149 New
KPP
2977
Kings Path Partners
Texas
$38K +$38K +149 New
LFA
2978
Legend Financial Advisors
Pennsylvania
$37.5K +$26.8K +105 +250%
WFA
2979
West Financial Advisors
Iowa
$37K – – –
RWA
2980
Redmont Wealth Advisors
Illinois
$36.4K -$25.5K -100 -41%
PPWM
2981
PFG Private Wealth Management
Florida
$36.4K – – –
KC
2982
Kepos Capital
New York
$34K -$507 -2 -1%
AEPWM
2983
Atlantic Edge Private Wealth Management
Florida
$33.1K – – –
DCM
2984
Davis Capital Management
Florida
$33K – – –
AWM
2985
Activest Wealth Management
Florida
$32.3K +$32.3K +127 New
VF
2986
VitalStone Financial
Texas
$32K -$120K -469 -79%
CCC
2987
Chelsea Counsel Company
California
$31.9K – – –
SP
2988
SWS Partners
Ohio
$31.2K +$31.2K +122 New
WIA
2989
Wetzel Investment Advisors
Indiana
$30.5K -$20.3K -72 -40%
RWPA
2990
Richard W. Paul & Associates
Michigan
$30.3K -$22.7K -89 -43%
CPA
2991
Clear Point Advisors
New York
$29.6K – – –
AIA
2992
Arcadia Investment Advisors
Idaho
$29.6K – – –
RFG
2993
REAP Financial Group
Texas
$28.8K -$255 -1 -0.9%
CCMI
2994
Creative Capital Management Investments
California
$28.5K -$169K -665 -86%
APC
2995
Aspire Private Capital
North Carolina
$28K – – –
MFG
2996
Mendota Financial Group
Wisconsin
$27.8K – – –
CIR
2997
Clear Investment Research
Georgia
$27.4K +$256 +1 +0.9%
RDIA
2998
RE Dickinson Investment Advisors
Iowa
$26.8K – – –
SRCM
2999
Signature Resources Capital Management
California
$26.8K – – –
SFC
3000
Strategic Financial Concepts
Texas
$25K +$25K +207,582 New
118 119
120
121 122