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McDonald's

3,079 hedge funds and large institutions have $129B invested in McDonald's in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 1,199 increasing their positions, 1,328 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $2.83B | Put options by funds: $2.14B

0.08% less ownership

Funds ownership: 70.4%70.33% (-0.08%)

10% less repeat investments, than reductions

Existing positions increased: 1,199 | Existing positions reduced: 1,328

3% less funds holding

Funds holding: 3,1663,079 (-87)

10% less capital invested

Capital invested by funds: $143B → $129B (-$14.1B)

21% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 201

33% less funds holding in top 10

Funds holding in top 10: 5738 (-19)

Holders
3,079
Holders Change
-87
Holders Change %
-2.75%
% of All Funds
44.46%
Holding in Top 10
38
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-33.33%
% of All Funds
0.55%
New
159
Increased
1,199
Reduced
1,328
Closed
201
Calls
$2.83B
Puts
$2.14B
Net Calls
+$695M
Net Calls Change
-$70.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
3151
BlueCrest Capital Management
Jersey
-$588K -2,087 Closed
ES
3152
Eagle Strategies
New York
-$567K -2,012 Closed
ITB
3153
Idaho Trust Bank
Idaho
-$541K -1,919 Closed
PPP
3154
Private Portfolio Partners
New Jersey
-$537K -1,904 Closed
BWM
3155
BCS Wealth Management
Tennessee
-$523K -1,855 Closed
PAS
3156
Point72 Asia (Singapore)
Singapore
-$495K -1,755 Closed
MAG
3157
MRA Advisory Group
New Jersey
-$485K -1,720 Closed
BC
3158
Bridgefront Capital
Texas
-$483K -1,714 Closed
GCM
3159
Genus Capital Management
British Columbia, Canada
-$451K -1,700 Closed
WWS
3160
Wellington Wealth Strategies
Indiana
-$476K -1,690 Closed
CWM
3161
Campbell Wealth Management
Virginia
-$471K -1,670 Closed
VF
3162
Virtu Financial
New York
-$444K -1,574 Closed
BCM
3163
Bayesian Capital Management
New York
-$437K -1,549 Closed
LCGC
3164
Legacy Capital Group California
California
-$436K -1,548 Closed
TCM
3165
Teza Capital Management
Illinois
-$435K -1,543 Closed
VL
3166
Vima LLC
Michigan
-$139K -1,496 Closed
NJBEST
3167
New Jersey Better Educational Savings Trust
New Jersey
-$403K -1,428 Closed
MC
3168
Machina Capital
France
-$401K -1,422 Closed
BIP
3169
Blueprint Investment Partners
North Carolina
-$399K -1,415 Closed
AC
3170
ASB Consultores
Florida
-$382K -1,356 Closed
OL
3171
Owen LaRue
Kentucky
-$380K -1,349 Closed
OWM
3172
OneAscent Wealth Management
Alabama
-$373K -1,324 Closed
HCC
3173
Hirtle Callaghan & Co
Pennsylvania
-$370K -1,314 Closed
RA
3174
Rational Advisors
New York
-$366K -1,299 Closed
FAG
3175
Fortitude Advisory Group
Washington
-$365K -1,294 Closed

MCD Hedge Fund Activity: Q2 2024 in Review

3,079 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2024, worth a combined $129B — down 9.8% from $143B a quarter earlier.

Sellers outnumbered buyers: 201 funds closed out of MCD and 159 opened new positions — a net loss of 42 holders — while 1,328 trimmed existing stakes and 1,199 added.

The largest buyer was Wellington Management Group, adding an estimated $1.07B. The largest seller was Gallagher Fiduciary Advisors, cutting an estimated $1.46B.

  • 3,079 institutional investors held McDonald's (MCD) as of Q2 2024, down from 3,166 in Q1 2024.
  • Funds reported $129B of McDonald's stock for Q2 2024, down 9.8% quarter-over-quarter.
  • 159 funds opened new McDonald's positions in Q2 2024 and 201 closed out, a net change of -42 holders.
  • The largest McDonald's buyer in Q2 2024 was Wellington Management Group, an estimated $1.07B added.
  • The largest McDonald's seller in Q2 2024 was Gallagher Fiduciary Advisors, an estimated $1.46B sold.

Based on aggregated 13F filings for Q2 2024.