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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 %
CastleKeep Investment Advisors
1726
CastleKeep Investment Advisors
Connecticut
$924K -$2.8K -11 -0.3%
FIM
1727
Freedom Investment Management
Connecticut
$923K -$64.2K -252 -7%
SWS
1728
SYSTM Wealth Solutions
Illinois
$917K -$94.3K -370 -9%
WSCM
1729
Wellington Shields Capital Management
New York
$915K -$79.3K -311 -8%
TA
1730
Townsend & Associates
Colorado
$915K -$11.3K -45 -1%
NCM
1731
NCM Capital Management
New Jersey
$914K – – –
TWM
1732
Thrive Wealth Management
Pennsylvania
$913K -$183K -717 -17%
LCM
1733
LVM Capital Management
Michigan
$913K +$4.84K +19 +0.5%
AAG
1734
Armstrong Advisory Group
Massachusetts
$911K +$22.2K +87 +2%
CSC
1735
Caldwell Sutter Capital
California
$910K -$59.1K -232 -6%
SCI
1736
Stableford Capital II
Arizona
$910K +$80.6K +309 +10%
MFC
1737
Morris Financial Concepts
South Carolina
$908K +$1.78K +7 +0.2%
MFG
1738
MidWestOne Financial Group
Iowa
$908K -$4.57M -17,944 -83%
PA
1739
Prossimo Advisors
California
$906K +$906K +3,555 New
NRG
1740
Nemes Rush Group
Michigan
$906K -$105K -414 -10%
AWA
1741
Aletheian Wealth Advisors
Washington
$905K +$31.1K +122 +4%
HFA
1742
High Falls Advisors
New York
$905K +$255 +1 +0%
ERIM
1743
Eagle Ridge Investment Management
Connecticut
$905K -$9.68K -38 -1%
GP
1744
Greenline Partners
New York
$904K -$10.5K -42 -1%
RCM
1745
Raleigh Capital Management
North Carolina
$904K -$40K -157 -4%
CAWM
1746
Capital Advisors Wealth Management
Washington
$903K -$22.2K -87 -2%
ATC
1747
Advantage Trust Company
Kansas
$903K – – –
JEST
1748
JTC Employer Solutions Trustee
Jersey
$902K – – –
GCA
1749
Genesee Capital Advisors
New York
$901K -$833K -3,269 -48%
WMA
1750
West Michigan Advisors
Michigan
$899K -$51.5K -202 -5%
68 69
70
71 72