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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 %
CCA
3001
Catalyst Capital Advisors
New York
$102K +$102K +334 New
IHWM
3002
Iron Horse Wealth Management
Iowa
$100K +$19.8K +65 +25%
BSC
3003
Brown Shipley & Co
United Kingdom
$98.7K -$4.57K -15 -4%
1IA
3004
1620 Investment Advisors
Massachusetts
$97K +$1.83K +6 +2%
MCM
3005
MidAtlantic Capital Management
Virginia
$95.9K – – –
MSG
3006
Main Street Group
Virginia
$95.9K -$55.1K -181 -36%
AP
3007
Aspect Partners
Virginia
$95.3K +$3.35K +11 +4%
CA
3008
Centerpoint Advisors
Massachusetts
$95K +$29.7K +98 +46%
VF
3009
VitalStone Financial
Texas
$94.8K +$56.7K +186 +149%
BHWM
3010
Beaird Harris Wealth Management
Texas
$94.7K -$95.9K -315 -50%
PAG
3011
Paladin Advisory Group
Iowa
$92.6K – – –
KWAG
3012
Kiely Wealth Advisory Group
North Carolina
$92.2K – – –
AWM
3013
Abound Wealth Management
Tennessee
$91.5K -$610 -2 -0.7%
DWA
3014
Delos Wealth Advisors
Texas
$91.4K -$7.61K -25 -8%
FPF
3015
First Pacific Financial
Washington
$91.4K – – –
DWS
3016
Dynamic Wealth Strategies
California
$89K – – –
PPC
3017
Park Place Capital
Alabama
$88.6K +$3.05K +10 +4%
LAM
3018
Lummis Asset Management
Texas
$85.9K -$6.09K -20 -7%
CA
3019
Claris Advisors
Missouri
$84K +$84K +276 New
RWM
3020
Ruedi Wealth Management
Illinois
$84K -$6.39K -21 -7%
NPP
3021
New Potomac Partners
Maryland
$82.8K +$82.8K +272 New
BIA
3022
Bell Investment Advisors
California
$80.4K -$609 -2 -0.8%
CPG
3023
Cornerstone Planning Group
New Jersey
$80.4K +$1.48K +5 +2%
HT
3024
Headlands Technologies
Illinois
$78.9K +$78.9K +259 New
EFP
3025
EnRich Financial Partners
Wisconsin
$78K – – –
119 120
121
122 123