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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 %
LFA
1626
Legacy Financial Advisors
Kentucky
$1.08M -$111K -435 -9%
FWM
1627
Fairhaven Wealth Management
Illinois
$1.08M -$21.4K -84 -2%
SFA
1628
Souders Financial Advisors
Ohio
$1.08M -$314K -1,233 -23%
THWM
1629
Taylor Hoffman Wealth Management
Virginia
$1.07M – – –
CPBTD
1630
Central Pacific Bank - Trust Division
Hawaii
$1.07M -$411K -1,613 -28%
WAG
1631
Wiser Advisor Group
Arizona
$1.07M +$134K +525 +14%
PP
1632
PrairieView Partners
Minnesota
$1.07M +$1.02M +4,000 +2,000%
MWM
1633
MGB Wealth Management
Texas
$1.07M -$127K -501 -11%
EBT
1634
Enterprise Bank & Trust
Massachusetts
$1.07M -$2.04K -8 -0.2%
TSWM
1635
Triangle Securities Wealth Management
North Carolina
$1.07M +$141K +554 +15%
EDRIA
1636
Edmonds Duncan Registered Investment Advisors
Kansas
$1.07M – – –
WTA
1637
Washington Trust Advisors
Massachusetts
$1.07M -$43.8K -172 -4%
BO
1638
Bank OZK
Arkansas
$1.07M +$47.7K +187 +5%
WTB
1639
Washington Trust Bank
Washington
$1.06M -$64.7K -254 -6%
KFS
1640
Keynote Financial Services
Connecticut
$1.06M -$35.7K -140 -3%
DBRC
1641
D.B. Root & Company
Pennsylvania
$1.06M -$470K -1,843 -31%
SFS
1642
Stiles Financial Services
Minnesota
$1.06M -$36.7K -144 -3%
OIA
1643
Optimum Investment Advisors
Illinois
$1.06M -$39.8K -156 -4%
AR
1644
Advisory Research
Illinois
$1.06M +$179K +702 +20%
PWC
1645
PYA Waltman Capital
Tennessee
$1.05M +$102K +402 +11%
AFG
1646
ABLE Financial Group
Arizona
$1.05M -$107K -418 -9%
HCM
1647
HMS Capital Management
Tennessee
$1.05M -$7.9K -31 -0.7%
CA
1648
Continuum Advisory
Idaho
$1.05M +$22.9K +90 +2%
OC
1649
Oakworth Capital
Alabama
$1.05M +$13.5K +53 +1%
OW
1650
Olistico Wealth
Oklahoma
$1.05M +$63.7K +250 +6%
64 65
66
67 68