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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 %
GWM
2051
Gray Wealth Management
Maine
$611K -$11.7K -46 -2%
SFG
2052
SNS Financial Group
Minnesota
$610K +$5.61K +22 +0.9%
BI
2053
Ballast Inc
Kentucky
$610K +$3.31K +13 +0.5%
NME
2054
Notis-McConarty Edward
$609K – – –
HAM
2055
Harmony Asset Management
Arizona
$609K -$536K -2,104 -47%
BWS
2056
Buck Wealth Strategies
Colorado
$608K -$5.39M -21,153 -90%
SFG
2057
Sovereign Financial Group
Connecticut
$606K -$1.53K -6 -0.3%
KWM
2058
Keebeck Wealth Management
Illinois
$604K – – –
APW
2059
Austin Private Wealth
Texas
$603K +$2.29K +9 +0.4%
GPW
2060
Gray Private Wealth
Massachusetts
$602K -$59.9K -235 -9%
AWA
2061
Alta Wealth Advisors
Massachusetts
$601K -$120K -471 -17%
SCP
2062
Silverleafe Capital Partners
Tennessee
$599K – – –
PWA
2063
Primoris Wealth Advisors
Florida
$599K -$173K -680 -22%
CPC
2064
Congress Park Capital
New York
$598K – – –
1WM
2065
1900 Wealth Management
Texas
$597K -$411K -1,612 -41%
BFG
2066
Berger Financial Group
Minnesota
$596K -$26K -102 -4%
CA
2067
Crewe Advisors
Utah
$596K +$213K +834 +55%
SPA
2068
Sherbrooke Park Advisers
New York
$595K -$875K -3,432 -60%
VT
2069
Vise Technologies
New York
$595K +$143K +560 +32%
SWM
2070
Seed Wealth Management
Illinois
$594K – – –
RWA
2071
Redhawk Wealth Advisors
Minnesota
$594K +$58.4K +229 +11%
WIM
2072
WealthPlan Investment Management
Nebraska
$594K -$26K -102 -4%
EA
2073
Everpar Advisors
Oklahoma
$593K -$61.7K -242 -9%
OFS
2074
Orrstown Financial Services
Pennsylvania
$592K -$16.3K -64 -3%
ST
2075
Sageworth Trust
Pennsylvania
$591K +$591K +2,320 New
81 82
83
84 85