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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 %
PWS
1676
Private Wealth Strategies
Ohio
$995K +$2.29K +9 +0.2%
TPCW
1677
TD Private Client Wealth
New York
$994K -$205K -804 -17%
RCA
1678
Roberts Capital Advisors
Colorado
$992K – – –
WWM
1679
Wolff Wiese Magana
California
$988K +$6.88K +27 +0.7%
MA
1680
MONECO Advisors
Connecticut
$985K +$30.1K +118 +3%
MCCA
1681
Mill Creek Capital Advisors
Pennsylvania
$985K +$343K +1,348 +54%
NG
1682
Norden Group
Utah
$984K -$307K -1,204 -24%
IBOK
1683
Independence Bank of Kentucky
Kentucky
$983K +$240K +943 +32%
NFSG
1684
Newbridge Financial Services Group
Florida
$982K -$78K -306 -7%
ADIM
1685
Alpha DNA Investment Management
Maryland
$979K -$2.44M -9,561 -71%
CAAS
1686
Capital Asset Advisory Services
Michigan
$978K +$27.8K +113 +3%
C
1687
Certuity
Florida
$977K -$353K -1,386 -27%
DA
1688
Dover Advisors
Virginia
$975K +$28K +110 +3%
MA
1689
MKT Advisors
California
$974K -$4.67K -19 -0.5%
CCA
1690
Cottonwood Capital Advisors
Utah
$972K -$6.88K -28 -0.7%
IIM
1691
InTrack Investment Management
Vermont
$972K -$165K -648 -15%
PFP
1692
Paragon Financial Partners
California
$972K +$764 +3 +0.1%
EFMC
1693
Empire Financial Management Company
New York
$971K +$29.3K +115 +3%
CPA
1694
Cardiff Park Advisors
California
$971K -$20.4K -80 -2%
GC
1695
Gilbert & Cook
Iowa
$971K -$78K -306 -7%
GWANC
1696
Guardian Wealth Advisors (North Carolina)
North Carolina
$971K -$18.9K -74 -2%
GD
1697
Grandfield & Dodd
New York
$969K – – –
SPWM
1698
Schrum Private Wealth Management
Florida
$967K – – –
EIA
1699
Eldridge Investment Advisors
New Hampshire
$966K +$27.3K +107 +3%
STA
1700
Summit Trail Advisors
New York
$965K -$405K -1,588 -30%
66 67
68
69 70