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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 %
RCWM
1226
Royal Capital Wealth Management
Indiana
$2.05M -$390K -1,532 -16%
NS
1227
NBC Securities
Alabama
$2.05M -$2.52M -9,896 -55%
KFI
1228
Key Financial Inc
Pennsylvania
$2.04M +$3.06K +12 +0.1%
FAIM
1229
Financial Advocates Investment Management
Washington
$2.04M -$382K -1,498 -16%
KGC
1230
Kennon-Green & Company
Ohio
$2.03M +$942K +3,695 +86%
CC
1231
Cypress Capital
Tennessee
$2.03M +$37.5K +147 +2%
CIAS
1232
Capital Investment Advisory Services
North Carolina
$2.02M -$14.3K -56 -0.7%
PWM
1233
Palumbo Wealth Management
New York
$2.02M +$315K +1,238 +19%
SW
1234
SteelPeak Wealth
California
$2.02M -$59.1K -232 -3%
CCA
1235
Cobblestone Capital Advisors
New York
$2.02M -$12.7K -50 -0.6%
DT
1236
Diversified Trust
Tennessee
$2.02M +$111K +437 +6%
EHWM
1237
Eads & Heald Wealth Management
Georgia
$2.02M -$39.8K -156 -2%
SSWM
1238
Smith Salley Wealth Management
North Carolina
$2.01M +$55K +216 +3%
IB
1239
Intrust Bank
Kansas
$2.01M -$240K -941 -11%
GL
1240
Graypoint LLC
New York
$2.01M -$758K -2,973 -27%
FWM
1241
Finer Wealth Management
Massachusetts
$2.01M -$28.3K -111 -1%
ISWM
1242
Independent Solutions Wealth Management
New York
$2M +$756K +2,966 +61%
FFA
1243
First Foundation Advisors
California
$2M +$326K +1,281 +19%
WP
1244
Wealthspan Partners
Iowa
$2M -$11K -43 -0.5%
EWM
1245
EPG Wealth Management
Georgia
$2M -$2.13M -7,564 Closed
EWA
1246
Etesian Wealth Advisors
Oregon
$1.99M -$43.6K -171 -2%
NFG
1247
Nadler Financial Group
Illinois
$1.99M -$84.1K -330 -4%
DAM
1248
Delta Asset Management
Tennessee
$1.99M -$21.9K -86 -1%
BC
1249
Belmont Capital
California
$1.99M +$266K +1,043 +15%
BHA
1250
Beech Hill Advisors
New York
$1.98M +$19.6K +77 +1%
48 49
50
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