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McDonald's
MCD

Overview Fund Activity

3,057 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, 1,319 reducing their positions, and 198 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,057
Holders Change
-88
Holders Change %
-2.8%
% of All Funds
44.46%
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
1,319
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
+$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$837M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$478M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$443M
5
UBS AM
UBS AM
Illinois
+$390M

Top Sellers

1
GFA
Gallagher Fiduciary Advisors
Illinois
-$1.4B
2
Citadel Advisors
Citadel Advisors
Florida
-$585M
3
Bank of America
Bank of America
North Carolina
-$582M
4
DZ Bank
DZ Bank
Germany
-$457M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
-$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
801
Bar Harbor Wealth Management
New Hampshire
$4.59M -$38K -149 -0.8%
ET
802
Equitable Trust
Tennessee
$4.59M -$72.1K -283 -2%
ILCM
803
Ivy Lane Capital Management
Florida
$4.59M +$4.59M +18,000 New
LOAME
804
Lombard Odier Asset Management (Europe)
United Kingdom
$4.58M +$1.07M +4,212 +31%
FTWA
805
Fifth Third Wealth Advisors
Ohio
$4.57M +$2.1M +8,246 +85%
EF
806
Exeter Financial
Arizona
$4.57M -$217K -853 -5%
OFS
807
OMC Financial Services
New York
$4.56M +$66.5K +261 +1%
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$4.56M -$185K -725 -4%
O
809
Ossiam
France
$4.55M -$1.3M -5,104 -22%
GIA
810
Gladstone Institutional Advisory
Florida
$4.52M -$132K -518 -3%
NP
811
Nilsine Partners
Colorado
$4.52M +$54.5K +214 +1%
MDCM
812
Morgan Dempsey Capital Management
Wisconsin
$4.51M -$3.76M -14,759 -45%
JFGIW
813
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.51M +$2.44M +9,567 +118%
WPP
814
Whalerock Point Partners
Rhode Island
$4.5M +$30.1K +118 +0.7%
FIB
815
First Interstate Bank
Montana
$4.5M -$107K -420 -2%
AP
816
Appleton Partners
Massachusetts
$4.5M -$423K -1,658 -9%
CFM
817
Capricorn Fund Managers
United Kingdom
$4.48M +$4.48M +17,595 New
MWM
818
Mission Wealth Management
California
$4.48M -$161K -630 -3%
CAM
819
Columbia Asset Management
Michigan
$4.47M -$400K -1,571 -8%
FAM
820
Fred Alger Management
New York
$4.47M +$251K +985 +6%
PIM
821
Plato Investment Management
Australia
$4.47M +$115K +453 +3%
CIC
822
Crawford Investment Counsel
Georgia
$4.45M +$25.2K +99 +0.6%
WAOTB
823
Wealth Advisors of Tampa Bay
Florida
$4.45M +$479K +1,880 +12%
EFS
824
Essex Financial Services
Connecticut
$4.44M +$1.37M +5,052 +45%
TYCC
825
Texas Yale Capital Corp
Florida
$4.44M -$481K -1,889 -10%
31 32
33
34 35