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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 %
NA
2151
Nottingham Advisors
New York
$531K +$531K +2,084 New
JWM
2152
Jupiter Wealth Management
Colorado
$531K – – –
PAA
2153
Peregrine Asset Advisers
Oregon
$530K -$63.7K -250 -11%
CWI
2154
Conscious Wealth Investments
Florida
$529K – – –
CIG
2155
Cullen Investment Group
Louisiana
$529K -$101K -397 -16%
SL
2156
Sentinus LLC
Illinois
$528K +$80.5K +316 +18%
AGP
2157
Autumn Glory Partners
Texas
$528K +$50.2K +197 +11%
EWP
2158
Elevation Wealth Partners
California
$528K -$31.3K -123 -6%
SFP
2159
Sandbox Financial Partners
Maryland
$527K -$16.3K -64 -3%
CF
2160
Convergence Financial
Missouri
$527K +$527K +2,067 New
BG
2161
Bollard Group
Massachusetts
$525K +$3.31K +13 +0.6%
CCG
2162
Catalina Capital Group
California
$524K +$1.53K +6 +0.3%
EAM
2163
Erste Asset Management
Austria
$524K -$8.22M -32,250 -94%
SNB
2164
Security National Bank
Nebraska
$523K – – –
LSA
2165
Lion Street Advisors
Texas
$523K -$34.7K -136 -6%
PWM
2166
Prentice Wealth Management
New York
$522K +$13.5K +53 +3%
SIA
2167
Strategic Investment Advisors
Michigan
$522K +$51.5K +202 +11%
SFC
2168
SYM Financial Corp
Indiana
$520K -$3.57K -14 -0.7%
AIC
2169
Archer Investment Corporation
Indiana
$520K +$153K +601 +42%
SWIG
2170
Strategic Wealth Investment Group
Kentucky
$520K +$520K +2,079 New
CST
2171
Charles Schwab Trust
Nevada
$520K +$101K +396 +24%
HC
2172
Hamilton Capital
Ohio
$519K -$75.4K -296 -13%
WA
2173
WealthTrust Axiom
Pennsylvania
$519K +$11.5K +45 +2%
SA
2174
Strategic Advisors
New York
$518K -$22.2K -87 -4%
CJ
2175
Caitlin John
Michigan
$517K +$445K +1,745 +614%
85 86
87
88 89