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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 %
GWSG
951
GPS Wealth Strategies Group
Colorado
$3.44M -$90.2K -354 -3%
SEP
952
Southland Equity Partners
Missouri
$3.42M +$1.38M +5,404 +67%
HVP
953
Hudson Value Partners
Florida
$3.4M +$116K +456 +4%
BL
954
BFSG LLC
California
$3.4M +$263K +1,031 +8%
FPAS
955
Focus Partners Advisor Solutions
Missouri
$3.4M -$361K -1,417 -10%
HT
956
Heritage Trust
Oklahoma
$3.39M -$6.12K -24 -0.2%
JCM
957
Jacobi Capital Management
Pennsylvania
$3.37M +$128K +501 +4%
GIP
958
Greatmark Investment Partners
Georgia
$3.37M -$10.2K -40 -0.3%
MC
959
Mirabaud & Cie
Switzerland
$3.36M -$90.2K -354 -3%
PWP
960
Private Wealth Partners
California
$3.36M +$765 +3 +0%
CT
961
Clearstead Trust
Maine
$3.34M -$275K -1,081 -8%
TG
962
TCW Group
California
$3.34M +$73.4K +288 +2%
AIM
963
Anchor Investment Management
South Carolina
$3.33M -$263K -1,031 -7%
EWA
964
Exencial Wealth Advisors
Oklahoma
$3.33M -$141K -554 -4%
DWM
965
Dorchester Wealth Management
Quebec, Canada
$3.33M -$399K -1,565 -11%
SFI
966
Siemens Fonds Invest
Germany
$3.33M +$1.36M +5,334 +69%
DAC
967
Dividend Assets Capital
South Carolina
$3.31M -$352K -1,383 -10%
SGI
968
Summit Global Investments
Utah
$3.31M -$2.33M -9,138 -41%
LSAG
969
Lake Street Advisors Group
New Hampshire
$3.3M -$55.3K -217 -2%
HCM
970
Hengehold Capital Management
Ohio
$3.29M +$31.3K +123 +1%
SFCM
971
Savoir Faire Capital Management
Connecticut
$3.28M +$544K +2,135 +20%
CG
972
Caprock Group
Idaho
$3.27M +$1.49M +5,863 +84%
DCM
973
Delta Capital Management
New Jersey
$3.27M -$2.55K -10 -0.1%
CFGS
974
Concourse Financial Group Securities
Alabama
$3.27M +$39.8K +156 +1%
SCM
975
Schnieders Capital Management
California
$3.26M -$1.02K -4 -0%
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