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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 %
CAS
1176
Coppell Advisory Solutions
Texas
$2.25M +$2.25M +8,822 New
PP
1177
Patten & Patten
Tennessee
$2.24M -$76.2K -299 -3%
WGAM
1178
Wilkinson Global Asset Management
New York
$2.24M -$22.9K -90 -1%
VSQM
1179
V-Square Quantitative Management
Illinois
$2.24M -$2.04K -8 -0.1%
UAS
1180
United Asset Strategies
New York
$2.24M +$53.5K +210 +2%
KFGK
1181
Keystone Financial Group (Kentucky)
Kentucky
$2.23M -$147K -576 -6%
ALAM
1182
Asahi Life Asset Management
Japan
$2.23M -$964K -3,783 -30%
FG
1183
Fiduciary Group
Georgia
$2.21M +$19.1K +75 +0.9%
AO
1184
Advisor OS
Illinois
$2.2M -$44.6K -175 -2%
SFP
1185
Shepherd Financial Partners
Massachusetts
$2.2M +$23.7K +93 +1%
BHC
1186
Bowen Hanes & Co
Florida
$2.2M – – –
SCI
1187
S&CO Inc
Massachusetts
$2.2M – – –
GAM
1188
Griffin Asset Management
New York
$2.2M -$42.6K -167 -2%
JAFL
1189
Jay A. Fishman Ltd
Michigan
$2.19M +$140K +550 +7%
BCA
1190
Bay Colony Advisors
Massachusetts
$2.19M -$221K -869 -9%
NB
1191
Nicolet Bankshares
Wisconsin
$2.19M -$4.84K -19 -0.2%
OWP
1192
Obermeyer Wealth Partners
Colorado
$2.18M -$26.5M -104,051 -92%
PTP
1193
Platform Technology Partners
New York
$2.18M +$2.18M +8,564 New
KFP
1194
Keystone Financial Planning
Ohio
$2.18M -$13.5K -53 -0.6%
ST
1195
Sentinel Trust
Texas
$2.18M -$89.7K -352 -4%
TW
1196
TrinityPoint Wealth
Connecticut
$2.18M +$4.08K +16 +0.2%
CCG
1197
Ceeto Capital Group
Florida
$2.18M +$6.37K +25 +0.3%
CTC
1198
Cetera Trust Company
Minnesota
$2.17M -$198K -775 -8%
TSMHT
1199
Thurston Springer Miller Herd & Titak
Indiana
$2.17M +$2.17M +8,509 New
PA
1200
PFW Advisors
Georgia
$2.17M -$107K -418 -5%
46 47
48
49 50