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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 %
SIC
1901
Samalin Investment Counsel
New York
$742K +$116K +457 +19%
BMWM
1902
Brown Miller Wealth Management
Virginia
$739K +$510 +2 +0.1%
IA
1903
Insight Advisors
Pennsylvania
$739K -$246K -966 -25%
TC
1904
Trust Company
Kansas
$738K +$305K +1,195 +70%
COCM
1905
Charter Oak Capital Management
New Hampshire
$738K -$78.2K -307 -10%
GAM
1906
Gould Asset Management
California
$738K -$20.4K -80 -3%
DAM
1907
Deltec Asset Management
New York
$736K -$6.37K -25 -0.9%
PSFG
1908
Prairie Sky Financial Group
Illinois
$735K +$2.55K +10 +0.3%
WIA
1909
Westbourne Investment Advisors
Maryland
$734K – – –
TF
1910
TLWM Financial
Texas
$734K +$11.7K +46 +2%
HFS
1911
Heritage Financial Services
Massachusetts
$733K -$2.29K -9 -0.3%
SFB
1912
STAR Financial Bank
Indiana
$732K -$144K -566 -16%
SWM
1913
Silverlake Wealth Management
Vermont
$732K +$4.08K +16 +0.6%
CA
1914
CapWealth Advisors
Tennessee
$731K +$3.82K +15 +0.5%
DBIA
1915
Dumont & Blake Investment Advisors
New Jersey
$727K +$364K +1,427 +100%
BBNA
1916
Bremer Bank National Association
Minnesota
$727K -$642K -2,521 -47%
LCM
1917
LCM Capital Management
Illinois
$727K +$13.3K +52 +2%
BMC
1918
Benin Management Corp
Connecticut
$726K +$16.1K +63 +2%
AL
1919
Aspiriant LLC
California
$723K -$96.9K -380 -12%
V
1920
ViaWealth
Kansas
$721K +$40.5K +159 +6%
MIM
1921
Miller Investment Management
Pennsylvania
$720K – – –
KA
1922
Klingman & Associates
New York
$719K +$50.2K +197 +8%
HNB
1923
Hilltop National Bank
Wyoming
$719K -$64.7K -254 -8%
ONST
1924
Old North State Trust
North Carolina
$719K -$23.9K -94 -3%
BEC
1925
Blue Edge Capital
Virginia
$719K – – –
75 76
77
78 79