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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 %
FFA
1701
Fragasso Financial Advisors
Pennsylvania
$959K +$23.7K +93 +3%
WBWA
1702
William B. Walkup & Associates
South Carolina
$959K +$959K +3,763 New
AIS
1703
American Investment Services
Massachusetts
$959K +$6.12K +24 +0.6%
PFBT
1704
Parkside Financial Bank & Trust
Missouri
$959K -$31.3K -123 -3%
WMA
1705
Wealth Management Associates
New Jersey
$955K – – –
PA
1706
PSI Advisors
Florida
$954K +$473K +1,858 +98%
HWA
1707
Heartwood Wealth Advisors
Virginia
$953K +$39.5K +155 +4%
SFI
1708
SPC Financial Inc
Maryland
$951K -$12.7K -50 -1%
EFG
1709
Everhart Financial Group
Ohio
$949K +$29.8K +120 +3%
HI
1710
Hendershot Investments
Virginia
$949K – – –
WDG
1711
Wealth Dimensions Group
Ohio
$948K -$5.35K -21 -0.6%
AA
1712
Aire Advisors
California
$946K -$59.4K -233 -6%
AAM
1713
AMI Asset Management
California
$944K -$2.8K -11 -0.3%
AFG
1714
Atomi Financial Group
New York
$942K -$61.4K -241 -6%
GIM
1715
Goelzer Investment Management
Indiana
$939K – – –
KP
1716
Keel Point
Alabama
$936K +$134K +496 +17%
NB
1717
Northwest Bancshares
Pennsylvania
$935K -$181K -712 -16%
CBA
1718
Coastal Bridge Advisors
Connecticut
$934K +$1.78K +7 +0.2%
PAM
1719
Pinpoint Asset Management
Hong Kong
$932K +$116K +457 +14%
CCM
1720
Compass Capital Management
Minnesota
$932K – – –
MA
1721
MBA Advisors
Pennsylvania
$932K -$14.3K -56 -2%
WP
1722
WealthPLAN Partners
Nebraska
$930K +$255 +1 +0%
RW
1723
Rede Wealth
Virginia
$927K -$1.53K -6 -0.2%
FDCP
1724
Foster Dykema Cabot & Partners
Massachusetts
$926K +$70.1K +275 +8%
MRCM
1725
M&R Capital Management
New Jersey
$925K -$123K -484 -12%
67 68
69
70 71