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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 %
BPWM
351
Badgley Phelps Wealth Managers
Washington
$24.9M +$230K +754 +0.9%
BBVA
352
Banco Bilbao Vizcaya Argentaria
Spain
$24.8M +$9.01M +29,618 +57%
MGCM
353
Mane Global Capital Management
New York
$24.3M +$24.3M +79,950 New
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$24.1M +$1.52M +4,987 +7%
OFG
355
Oxford Financial Group
Indiana
$24.1M -$196K -644 -0.8%
FWCM
356
Ferguson Wellman Capital Management
Oregon
$24M -$239K -784 -1%
WSFS
357
Wilmington Savings Fund Society
Delaware
$24M +$11.8M +38,669 +96%
KIA
358
KCM Investment Advisors
California
$23.9M -$174K -573 -0.7%
BFA
359
Beaumont Financial Advisors
Massachusetts
$23.8M -$496K -1,630 -2%
VPIM
360
Vanguard Personalized Indexing Management
California
$23.6M +$4.16M +13,647 +21%
WDA
361
Wendell David Associates
New Hampshire
$23.4M -$160K -525 -0.7%
AWM
362
Absher Wealth Management
North Carolina
$23.3M +$825K +2,708 +4%
IAA
363
Independent Advisor Alliance
North Carolina
$22.8M -$2.9M -9,532 -11%
FBB
364
Fulton Breakefield Broenniman
Maryland
$22.1M -$416K -1,366 -2%
Robeco Institutional Asset Management
365
Robeco Institutional Asset Management
Netherlands
$22.1M -$3.93M -12,901 -15%
Kovitz Investment Group Partners
366
Kovitz Investment Group Partners
Illinois
$22.1M +$10.6M +45,005 +93%
Pacer Advisors
367
Pacer Advisors
Pennsylvania
$22M +$1.72M +5,638 +8%
CWM
368
Congress Wealth Management
Massachusetts
$22M +$3.55M +11,659 +19%
WT
369
Whittier Trust
California
$21.9M -$1.16M -3,810 -5%
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$21.8M -$288K -945 -1%
TBA
371
Tower Bridge Advisors
Pennsylvania
$21.6M -$158K -519 -0.7%
Wolverine Trading
372
Wolverine Trading
Illinois
$21.5M +$11.9M +39,109 +123%
NB
373
NBT Bank
New York
$21.1M -$620K -2,035 -3%
BTW
374
Boston Trust Walden
Massachusetts
$21M -$143K -469 -0.7%
JCM
375
Janney Capital Management
Pennsylvania
$21M +$2.06M +6,780 +11%
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