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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 %
AIM
2101
Acropolis Investment Management
Missouri
$569K -$39.7K -156 -7%
DWM
2102
Dynasty Wealth Management
Florida
$569K +$141K +553 +33%
BFG
2103
Bouchey Financial Group
New York
$568K -$4.84K -19 -0.8%
FFO
2104
Fiduciary Family Office
Florida
$567K -$8.16K -32 -1%
PTC
2105
Philadelphia Trust Company
Pennsylvania
$567K -$135K -530 -19%
WC
2106
Wexford Capital
Florida
$566K +$202K +794 +56%
CCA
2107
Clearwater Capital Advisors
Illinois
$565K +$87.2K +342 +18%
HI
2108
Hudock Inc
Pennsylvania
$565K -$98.9K -388 -15%
EBA
2109
Eagle Bay Advisors
New York
$564K +$107K +420 +23%
WWG
2110
West Wealth Group
California
$564K +$4.59K +18 +0.8%
AIA
2111
Alera Investment Advisors
Illinois
$564K +$55.6K +218 +11%
KLCM
2112
KG&L Capital Management
Louisiana
$563K +$303K +1,190 +117%
PCM
2113
Ping Capital Management
New York
$561K +$561K +2,200 New
EGM
2114
Engineers Gate Manager
New York
$558K -$2.91M -11,410 -84%
HP
2115
Holistic Planning
Texas
$558K – – –
MM
2116
MQS Management
New York
$557K -$484K -1,898 -46%
ICA
2117
Infrastructure Capital Advisors
New York
$557K -$6.63K -26 -1%
CAM
2118
Campion Asset Management
Virginia
$557K – – –
CWM
2119
Castle Wealth Management
Florida
$556K – – –
OCG
2120
Opus Capital Group
Ohio
$556K -$12.7K -50 -2%
MTC
2121
McDaniel Terry & Co
Texas
$554K +$231K +907 +72%
AIM
2122
Avity Investment Management
Connecticut
$554K -$47.1K -185 -8%
MHR
2123
Matthew Hamilton Rosenberg
$554K +$14.2K +57 +3%
TCWM
2124
Total Clarity Wealth Management
Illinois
$553K -$13.3K -52 -2%
MLFP
2125
MPS Loria Financial Planners
Illinois
$553K +$2.04K +8 +0.4%
83 84
85
86 87