MCD icon

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 %
BFO
1951
Biltmore Family Office
North Carolina
$693K +$239K +939 +53%
RIG
1952
RiverFront Investment Group
Virginia
$691K – – –
TPWM
1953
Twelve Points Wealth Management
Massachusetts
$690K +$42.3K +166 +7%
IIC
1954
Integrated Investment Consultants
Michigan
$689K – – –
PO
1955
Private Ocean
California
$688K -$9.17K -36 -1%
TA
1956
TCM Advisors
West Virginia
$688K -$733K – –
AGWCA
1957
Annis Gardner Whiting Capital Advisors
Florida
$688K -$18.1K -71 -3%
EW
1958
Evoke Wealth
California
$688K -$1.36M -5,319 -66%
SAF
1959
Smith Anglin Financial
Texas
$686K +$510 +2 +0.1%
BAM
1960
BOS Asset Management
Illinois
$685K – – –
ECA
1961
Elevated Capital Advisors
Utah
$685K +$685K +2,686 New
SIA
1962
Soltis Investment Advisors
Utah
$684K -$5.1K -20 -0.7%
GF
1963
GGM Financials
Ohio
$683K +$683K +2,681 New
BFM
1964
Boothbay Fund Management
New York
$677K -$583K -2,286 -46%
EB
1965
Exchange Bank
California
$676K -$1.27K -5 -0.2%
TF
1966
Trek Financial
Arizona
$675K +$115K +453 +21%
TFA
1967
Transamerica Financial Advisors
Florida
$675K – – –
FFC
1968
First Financial Corp
Indiana
$675K -$27.5K -108 -4%
PI
1969
PineBridge Investments
New York
$672K – – –
AI
1970
Arrien Investments
Idaho
$672K +$4.08K +16 +0.6%
GA
1971
Geller Advisors
New York
$671K +$4.33K +17 +0.6%
MA
1972
MJP Associates
Connecticut
$669K -$155K -610 -19%
CFP
1973
Cascade Financial Partners
California
$669K -$77.5K -304 -10%
TAM
1974
Tucker Asset Management
Colorado
$666K -$9.17K -36 -1%
SFSG
1975
Sound Financial Strategies Group
Mississippi
$666K +$141K +554 +27%
77 78
79
80 81