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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 %
RIM
3226
Rockbridge Investment Management
New York
– -$208K -736 Closed
SSWG
3227
Seven Springs Wealth Group
Tennessee
– -$207K -735 Closed
NCM
3228
Narwhal Capital Management
Georgia
– -$207K -734 Closed
HS
3229
Horan Securities
United States
– -$206K -732 Closed
BWM
3230
Baron Wealth Management
Michigan
– -$205K -727 Closed
OWA
3231
Outlook Wealth Advisors
Texas
– -$204K -724 Closed
DCM
3232
DGS Capital Management
New Jersey
– -$204K -724 Closed
BAWM
3233
Bennett Associates Wealth Management
Pennsylvania
– -$204K -724 Closed
TIA
3234
Tandem Investment Advisors
South Carolina
– -$204K -722 Closed
MF
3235
Montis Financial
Massachusetts
– -$203K -721 Closed
LAM
3236
Lifestyle Asset Management
Texas
– -$203K -720 Closed
SWA
3237
Safir Wealth Advisors
New Hampshire
– -$202K -715 Closed
BWCS
3238
Beirne Wealth Consulting Services
Connecticut
– -$200K -711 Closed
FWM
3239
FMFE Wealth Management
New York
– -$200K -710 Closed
AI
3240
Axiom Investors
Connecticut
– -$189K -669 Closed
AA
3241
AlphaCentric Advisors
Puerto Rico
– -$175K -619 Closed
NJIM
3242
Nabity-Jensen Investment Management
Nebraska
– -$136K -482 Closed
CCM
3243
Copeland Capital Management
Pennsylvania
– -$117K -416 Closed
TC
3244
Truvestments Capital
Florida
– -$75.7K -268 Closed
MAM
3245
MMA Asset Management
Pennsylvania
– -$49.3K -175 Closed
MAWCM
3246
Mine & Arao Wealth Creation & Management
California
– -$34.4K -122 Closed
IPW
3247
Impact Partnership Wealth
Georgia
– -$33K -117 Closed
TWP
3248
TFO Wealth Partners
Ohio
– -$32.4K -115 Closed
CWA
3249
Core Wealth Advisors
Florida
– -$32.4K -115 Closed
MUMSS
3250
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$28.2K -100 Closed
127 128 129
130
131