MCD icon

McDonald's
MCD

Overview Fund Activity

3,056 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, 1,318 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,056
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.45%
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
1,318
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 %
LIA
3001
Luken Investment Analytics
Tennessee
$23.4K – – –
NC
3002
NewSquare Capital
Pennsylvania
$23K -$38.3K -150 -63%
PG
3003
Proffitt & Goodson
Tennessee
$21.4K – – –
AS
3004
Altshuler Shaham
Israel
$20.1K -$765 -3 -4%
FW
3005
Fairway Wealth
Ohio
$20.1K +$7.39K +29 +58%
ETS
3006
ESL Trust Services
New York
$18.9K – – –
FGAM
3007
Financial Gravity Asset Management
Texas
$18.3K -$25.5K -100 -58%
HFM
3008
Harvest Fund Management
China
$18K – – –
BIM
3009
Breakwater Investment Management
Washington
$16.3K – – –
HF
3010
Halpern Financial
Virginia
$15.3K – – –
FIA
3011
FPC Investment Advisory
California
$15.1K – – –
CM
3012
Capula Management
Cayman Islands
$14.8K +$14.8K +58 New
BMC
3013
Bear Mountain Capital
Washington
$14.7K -$22.9K -90 -61%
DWM
3014
Dogwood Wealth Management
Kansas
$14.6K – – –
PCA
3015
Providence Capital Advisors
North Carolina
$14.5K +$1.02K +4 +8%
HWM
3016
HighMark Wealth Management
Minnesota
$14.1K – – –
SC
3017
Steph & Co
Wisconsin
$14K +$1.27K +5 +10%
GIS
3018
Grayhawk Investment Strategies
Alberta, Canada
$13.5K -$16.1K -63 -54%
DEM
3019
Disciplined Equity Management
Florida
$13K – – –
VWA
3020
Valued Wealth Advisors
Utah
$12.2K +$765 +3 +7%
PCM
3021
Perritt Capital Management
Illinois
$11.9K +$254 +1 +2%
SWM
3022
Sanctuary Wealth Management
Idaho
$10.4K – – –
CWA
3023
Carolina Wealth Advisors
South Carolina
$10.4K – – –
DMIC
3024
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.94K -$15.5K -61 -61%
IRAG
3025
Investment Research & Advisory Group
Georgia
$9.77K +$3.34K +13 +52%
119 120
121
122 123