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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 %
BFA
1376
Brown Financial Advisors
Ohio
$1.61M +$1.61M +6,327 New
BW
1377
Bison Wealth
Georgia
$1.61M – – –
IAN
1378
Integrated Advisors Network
Texas
$1.6M -$116K -454 -7%
IWM
1379
Iams Wealth Management
Nebraska
$1.6M +$238K +933 +17%
KNW
1380
Kesler Norman & Wride
Utah
$1.6M -$150K -588 -9%
GFPC
1381
Global Financial Private Client
Florida
$1.6M -$443K -1,737 -22%
HR
1382
Howe & Rusling
New York
$1.6M +$114K +449 +8%
JFG
1383
Jefferies Financial Group
New York
$1.6M -$2.29M -8,967 -59%
IR
1384
IAT Reinsurance
New York
$1.59M – – –
DWM
1385
Diversify Wealth Management
Utah
$1.59M +$1.59M +5,928 New
UBG
1386
United Bank (Georgia)
Georgia
$1.59M +$118K +462 +8%
CAI
1387
Capital Advisors Inc
Oklahoma
$1.58M -$6.37K -25 -0.4%
AWP
1388
Accretive Wealth Partners
New Jersey
$1.58M +$18.6K +73 +1%
MIM
1389
Montgomery Investment Management
Maryland
$1.58M – – –
GAG
1390
Goodman Advisory Group
Massachusetts
$1.57M +$1.57M +6,180 New
AWM
1391
Aries Wealth Management
Maine
$1.57M +$7.39K +29 +0.5%
BAM
1392
Boyar Asset Management
New York
$1.57M -$5.61K -22 -0.4%
OPW
1393
Oxler Private Wealth
New York
$1.57M +$10.2K +40 +0.7%
OCM
1394
One Capital Management
California
$1.57M +$520K +2,041 +50%
NA
1395
Navellier & Associates
Nevada
$1.57M -$25.5K -100 -2%
WEG
1396
World Equity Group
Illinois
$1.57M -$1.55M -6,078 -50%
IIA
1397
Integral Investment Advisors
California
$1.57M +$298K +1,154 +23%
EFA
1398
Evernest Financial Advisors
Indiana
$1.56M -$51K -200 -3%
AI
1399
Arvest Investments
Arkansas
$1.56M -$39.2K -154 -2%
LI
1400
Lafayette Investments
Maryland
$1.55M +$450K +1,764 +41%
54 55
56
57 58