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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
$3.81B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.23B
3
Viking Global Investors
Viking Global Investors
Connecticut
$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
5
UBS AM
UBS AM
Illinois
$1.18B

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
$1.04M
2
Citadel Advisors
Citadel Advisors
Florida
$15.7M
3
Bank of America
Bank of America
North Carolina
$3.42B
4
DZ Bank
DZ Bank
Germany
$119M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KPWG
3151
KFA Private Wealth Group
Virginia
– -$360K -1,276 Closed
CWA
3152
Clarus Wealth Advisors
Arizona
– -$335K -1,246 Closed
AGA
3153
Arkos Global Advisors
Texas
– -$334K -1,185 Closed
FFM
3154
Fullerton Fund Management
Singapore
– -$328K -1,163 Closed
PTC
3155
Petrus Trust Company
Texas
– -$326K -1,158 Closed
XT
3156
XTX Topco
Cayman Islands
– -$322K -1,141 Closed
CCM
3157
CAAS Capital Management
New York
– -$318K -1,128 Closed
EF
3158
Empirical Finance
Pennsylvania
– -$310K -1,100 Closed
MAP
3159
Moody Aldrich Partners
Massachusetts
– -$306K -1,086 Closed
NCFG
3160
New Century Financial Group
New Jersey
– -$303K -1,076 Closed
CW
3161
Channel Wealth
California
– -$298K -1,057 Closed
G
3162
GenTrust
Florida
– -$294K -1,043 Closed
WAS
3163
Wealth Advisory Solutions
Indiana
– -$294K -1,042 Closed
WC
3164
Waterloo Capital
Texas
– -$290K -1,028 Closed
DWA
3165
Delap Wealth Advisory
Oregon
– -$288K -1,022 Closed
EL
3166
Essex LLC
Illinois
– -$288K -1,022 Closed
LWM
3167
Laidlaw Wealth Management
New York
– -$269K -955 Closed
NPF
3168
Norris Perne & French
Michigan
– -$268K -952 Closed
KMWM
3169
Keudell/Morrison Wealth Management
Oregon
– -$262K -930 Closed
FL
3170
Fort LP
Maryland
– -$260K -923 Closed
IDBONY
3171
Israel Discount Bank of New York
New York
– -$254K -902 Closed
LAI
3172
Legal Advantage Investments
California
– -$254K -900 Closed
SDAM
3173
Shulman DeMeo Asset Management
New York
– -$252K -895 Closed
CP
3174
Coho Partners
Pennsylvania
– -$252K -894 Closed
SIA
3175
Spectrum Investment Advisors
Wisconsin
– -$250K -886 Closed
125 126
127
128 129