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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 %
FWA
1301
FOCUS Wealth Advisors
Texas
$1.83M +$128K +504 +8%
KA
1302
Kercheville Advisors
Texas
$1.83M -$484K -1,899 -21%
SFO
1303
Stokes Family Office
Louisiana
$1.83M -$69.3K -272 -4%
DC
1304
Dantai Capital
Hong Kong
$1.83M – – –
Koshinski Asset Management
1305
Koshinski Asset Management
Illinois
$1.82M -$207K -841 -10%
GWP
1306
Gen-Wealth Partners
Michigan
$1.82M +$152K +595 +9%
BIM
1307
Baldwin Investment Management
Pennsylvania
$1.82M +$38.2K +150 +2%
I
1308
InceptionR
California
$1.81M +$1.81M +7,094 New
IAMOG
1309
Investors Asset Management of Georgia
Georgia
$1.8M -$3.82K -15 -0.2%
AWE
1310
Avidian Wealth Enterprises
Texas
$1.8M +$162K +636 +10%
SJIM
1311
St. Johns Investment Management
Florida
$1.8M -$27K -106 -1%
BDS
1312
Banco de Sabadell
Florida
$1.8M -$26K -102 -1%
SAM
1313
Smartleaf Asset Management
Massachusetts
$1.79M +$169K +654 +10%
SAM
1314
Secure Asset Management
Michigan
$1.79M +$172K +674 +11%
UB
1315
Umpqua Bank
Oregon
$1.79M +$93K +365 +5%
AAM
1316
AR Asset Management
California
$1.78M – – –
SC
1317
Stolper & Co
Oklahoma
$1.78M +$55.1K +216 +3%
CAS
1318
CTC Alternative Strategies
Illinois
$1.78M +$1.78M +6,993 New
ATWA
1319
Arbor Trust Wealth Advisors
Michigan
$1.78M -$29.3K -115 -2%
V
1320
VeraBank
Texas
$1.77M -$2.8K -11 -0.2%
PBC
1321
Pavion Blue Capital
California
$1.77M – – –
TCM
1322
Traynor Capital Management
Pennsylvania
$1.77M +$153K +601 +9%
XF
1323
XML Financial
Maryland
$1.77M -$43.3K -170 -2%
AF
1324
Affiance Financial
Minnesota
$1.77M +$51K +200 +3%
FM
1325
Foster & Motley
Ohio
$1.77M -$52.7K -207 -3%
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