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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 %
AC
1126
Abbrea Capital
California
$2.5M -$340K -1,335 -12%
PS
1127
Principal Securities
Iowa
$2.49M -$58.1K -228 -2%
IIA
1128
ICW Investment Advisors
Arizona
$2.48M +$2.04K +8 +0.1%
ACA
1129
Affinity Capital Advisors
California
$2.48M -$8.16K -32 -0.3%
CWS
1130
Confluence Wealth Services
Pennsylvania
$2.48M +$145K +569 +6%
FSCM
1131
Front Street Capital Management
Montana
$2.48M – – –
HAIM
1132
Hunter Associates Investment Management
Pennsylvania
$2.47M -$8.4K -33 -0.3%
LWA
1133
Lineweaver Wealth Advisors
Ohio
$2.47M +$296K +1,159 +14%
CCA
1134
Checchi Capital Advisers
California
$2.46M -$203K -795 -8%
PMFA
1135
Plante Moran Financial Advisors
Michigan
$2.45M +$22.4K +88 +0.9%
RCG
1136
Regatta Capital Group
California
$2.45M -$86.4K -339 -3%
MFGM
1137
Marshall Financial Group (Maryland)
Maryland
$2.45M +$59.9K +235 +3%
CI
1138
Centerstone Investors
New York
$2.44M -$36.2K -142 -1%
VIP
1139
Vista Investment Partners
Oklahoma
$2.44M +$18.6K +73 +0.8%
FAM
1140
Formidable Asset Management
Ohio
$2.44M +$134K +525 +6%
SS
1141
Sunbelt Securities
Texas
$2.43M -$19.9K -78 -0.8%
RIA
1142
Realta Investment Advisors
Delaware
$2.43M -$237K -931 -9%
BSB
1143
Bangor Savings Bank
Maine
$2.43M -$23.4K -92 -1%
NWM
1144
Northcape Wealth Management
New York
$2.43M +$1.02K +4 +0%
JIC
1145
Joel Isaacson & Co
New York
$2.42M -$143K -560 -6%
JE
1146
JMAC Enterprises
Pennsylvania
$2.4M -$36.4K -143 -1%
FFM
1147
Forum Financial Management
Illinois
$2.4M +$22.9K +90 +1%
TWP
1148
Tyche Wealth Partners
Texas
$2.4M +$19.9K +78 +0.8%
PL
1149
Plancorp LLC
Missouri
$2.39M -$55.6K -218 -2%
DAM
1150
Diamant Asset Management
Connecticut
$2.39M +$81.5K +320 +4%
44 45
46
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