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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 %
LAM
1851
LECAP Asset Management
United Kingdom
$797K +$9.68K +38 +1%
CWM
1852
Circle Wealth Management
New Jersey
$797K -$92K -361 -10%
FA
1853
Fiducient Advisors
Illinois
$795K +$203K +795 +34%
PWM
1854
Partnership Wealth Management
Maryland
$794K – – –
WP
1855
Westmount Partners
California
$794K +$28.5K +114 +4%
FAB
1856
First American Bank
Illinois
$790K -$40.8K -160 -5%
HWP
1857
Highline Wealth Partners
California
$789K +$6.63K +26 +0.8%
NAM
1858
NTV Asset Management
West Virginia
$787K +$111K +435 +16%
UAML
1859
US Asset Management LLC
Pennsylvania
$784K -$24K -94 -3%
WB
1860
West Bancorporation
Iowa
$778K – – –
GFS
1861
GYL Financial Synergies
Connecticut
$775K +$17.3K +68 +2%
ACM
1862
Advance Capital Management
Michigan
$773K +$241K +944 +45%
PMA
1863
Prudent Man Advisors
Illinois
$773K +$29.8K +117 +4%
DC
1864
DeDora Capital
California
$773K +$255 +1 +0%
BWA
1865
Blodgett Wealth Advisors
California
$773K -$76.5K -300 -9%
CIS
1866
Connors Investor Services
Pennsylvania
$772K -$10.3M -40,336 -93%
D
1867
Diversified
Delaware
$770K +$30.8K +121 +4%
SAM
1868
S.A. Mason
Michigan
$769K +$255 +1 +0%
PMG
1869
Private Management Group
California
$767K +$565K +2,217 +280%
SEIA
1870
Signature Estate & Investment Advisors
California
$766K +$766K +3,006 New
LIM
1871
Longfellow Investment Management
Massachusetts
$766K +$214K +840 +39%
AWM
1872
Angeles Wealth Management
California
$766K +$40.5K +159 +6%
MAM
1873
Morse Asset Management
Connecticut
$765K +$765K +3,000 New
CPC
1874
Consolidated Planning Corp
Georgia
$765K -$17.1K -67 -2%
BC
1875
Blackhill Capital
New Jersey
$765K – – –
73 74
75
76 77