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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 %
FWM
1751
Forza Wealth Management
Florida
$898K – – –
AAS
1752
Annex Advisory Services
Wisconsin
$896K +$158K +621 +21%
DFA
1753
DHJJ Financial Advisors
Illinois
$893K -$1.78K -7 -0.2%
DPI
1754
Diversified Portfolios Inc
Michigan
$891K +$122K +479 +16%
SIM
1755
Sentry Investment Management
Wisconsin
$890K -$182K -716 -17%
TCOO
1756
Trust Company of Oklahoma
Oklahoma
$888K -$58.4K -229 -6%
HCA
1757
Harbour Capital Advisors
Virginia
$885K – – –
TA
1758
Tectonic Advisors
Texas
$885K +$5.61K +22 +0.6%
FA
1759
Fiduciary Alliance
South Carolina
$885K +$267K +1,077 +43%
MYIA
1760
Mount Yale Investment Advisors
Colorado
$884K +$101K +395 +13%
FW
1761
FullCircle Wealth
Texas
$884K +$884K +3,487 New
AIM
1762
Alhambra Investment Management
Florida
$883K +$4.84K +19 +0.6%
GC
1763
Guidance Capital
Kentucky
$882K +$92.9K +350 +12%
LI
1764
LMCG Investments
Massachusetts
$880K -$15.8K -62 -2%
ICM
1765
IMS Capital Management
Oregon
$880K -$20.8K -73 -2%
IFWM
1766
Institute for Wealth Management
Colorado
$880K -$47.7K -187 -5%
SA
1767
Sicart Associates
New York
$879K -$292K -1,147 -25%
ACMA
1768
Arbor Capital Management (Alaska)
Alaska
$879K -$11K -44 -1%
PWP
1769
Phillips Wealth Planners
Mississippi
$878K +$32.1K +128 +4%
DMBA
1770
Deseret Mutual Benefit Administrators
Utah
$878K -$14.8K -58 -2%
GPI
1771
General Partner Inc
Pennsylvania
$876K +$5.61K +22 +0.6%
PWA
1772
Prairie Wealth Advisors
Nebraska
$876K -$52K -204 -6%
PPWP
1773
Proquility Private Wealth Partners
Nevada
$876K +$29.8K +117 +4%
Walleye Trading
1774
Walleye Trading
New York
$875K +$872K +3,421 +24,436%
BWP
1775
Balboa Wealth Partners
Arizona
$875K +$175K +685 +25%
69 70
71
72 73