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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 %
BFA
3026
BBJS Financial Advisors
Washington
$77.7K – – –
POIA
3027
Pin Oak Investment Advisors
Texas
$75K +$6.63K +22 +10%
FWM
3028
FSA Wealth Management
Massachusetts
$72K +$72K +236 New
RDFA
3029
Ritter Daniher Financial Advisory
Ohio
$65.8K – – –
GWSA
3030
Global Wealth Strategies & Associates
Colorado
$62.4K +$2.74K +9 +5%
OAJ
3031
Ogorek Anthony Joseph
New York
$62K -$8.17K -27 -12%
SA
3032
SRH Advisors
Kansas
$60.9K – – –
KOCAA
3033
Knights of Columbus Asset Advisors
Connecticut
$60.9K – – –
PP
3034
PrairieView Partners
Minnesota
$60K -$1.2M -4,000 -95%
PFG
3035
Peterson Financial Group
Iowa
$58.4K +$58.4K +192 New
SFA
3036
Semmax Financial Advisors
North Carolina
$57.7K +$5.98K +20 +12%
BFP
3037
Briaud Financial Planning
Texas
$57K -$61.5K -205 -52%
AEPWM
3038
Atlantic Edge Private Wealth Management
Florida
$56K +$16.4K +54 +42%
TLA
3039
Tanglewood Legacy Advisors
Texas
$55.1K – – –
MAM
3040
Marquette Asset Management
Minnesota
$54.8K – – –
AFS
3041
Annapolis Financial Services
Maryland
$54.5K +$1.52K +5 +3%
IAS
3042
IMA Advisory Services
Colorado
$54.5K +$54.5K +179 New
FCT
3043
First Community Trust
Iowa
$54.2K – – –
AWM
3044
AllSquare Wealth Management
New York
$52.7K – – –
CCA
3045
Criterion Capital Advisors
Tennessee
$52.2K – – –
CH
3046
Canton Hathaway
Rhode Island
$50K – – –
KFP
3047
Keener Financial Planning
Texas
$47K – – –
TCG
3048
Transcendent Capital Group
Oklahoma
$46.6K – – –
T
3049
Tidemark
California
$45.8K – – –
ACM
3050
Accent Capital Management
Ohio
$45.7K – – –
120 121
122
123 124