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McDonald's
MCD

Overview Fund Activity

3,140 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, 1,189 increasing their positions, 1,292 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,140
Holders Change
+84
Holders Change %
+2.75%
% of All Funds
45.42%
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
1,189
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 %
Capstone Investment Advisors
3076
Capstone Investment Advisors
New York
$30.1K -$15M -49,344 -100%
PG
3077
Proffitt & Goodson
Tennessee
$28.6K +$3.05K +10 +12%
LIA
3078
Luken Investment Analytics
Tennessee
$28K – – –
HWM
3079
HighMark Wealth Management
Minnesota
$25.7K +$8.86K +29 +53%
LIS
3080
Legacy Investment Solutions
Idaho
$25.3K +$25.3K +85 New
LWMI
3081
Legacy Wealth Management (Idaho)
Idaho
$25.3K +$25.3K +85 New
AS
3082
Altshuler Shaham
Israel
$22.5K -$1.52K -5 -6%
ETS
3083
ESL Trust Services
New York
$22.5K – – –
FFWM
3084
Future Financial Wealth Management
Ohio
$21.4K +$21.4K +70 New
HF
3085
Halpern Financial
Virginia
$20.7K +$2.43K +8 +13%
BIM
3086
Breakwater Investment Management
Washington
$19.5K – – –
NAAA
3087
New Age Alpha Advisors
New York
$19.5K +$19.5K +64 New
BMC
3088
Bear Mountain Capital
Washington
$18.2K – – –
DWM
3089
Dogwood Wealth Management
Kansas
$17.6K +$303 +1 +2%
PCA
3090
Providence Capital Advisors
North Carolina
$17.4K – – –
PCM
3091
Penserra Capital Management
California
$17K -$112M -376,257 -100%
NC
3092
NewSquare Capital
Pennsylvania
$16.8K -$10.7K -35 -39%
SC
3093
Steph & Co
Wisconsin
$16.7K – – –
GIS
3094
Grayhawk Investment Strategies
Alberta, Canada
$16.1K – – –
DEM
3095
Disciplined Equity Management
Florida
$15.5K – – –
FW
3096
Fairway Wealth
Ohio
$15.2K -$8.83K -29 -37%
PCM
3097
Perritt Capital Management
Illinois
$14.3K – – –
VWA
3098
Valued Wealth Advisors
Utah
$14.3K -$305 -1 -2%
JFG
3099
JDM Financial Group
Texas
$13.4K +$3.35K +11 +33%
SWM
3100
Sanctuary Wealth Management
Idaho
$12.5K – – –
122 123
124
125 126