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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 %
SC
2251
Sepio Capital
Utah
$467K +$3.57K +14 +0.8%
DWM
2252
Drive Wealth Management
Utah
$467K -$19.4K -76 -4%
CWA
2253
Clearview Wealth Advisors
Oregon
$466K -$20.9K -82 -4%
ACM
2254
Alethea Capital Management
Washington
$466K +$466K +1,828 New
AIA
2255
Arbor Investment Advisors
North Carolina
$466K +$64.2K +252 +16%
GJIA
2256
Glass Jacobson Investment Advisors
Maryland
$465K – – –
CG
2257
CFO4Life Group
Texas
$465K -$276K -1,083 -37%
VC
2258
Veracity Capital
Georgia
$465K -$50.5K -198 -10%
TWM
2259
TriaGen Wealth Management
California
$464K – – –
GA
2260
Goldstein Advisors
Wisconsin
$463K +$8.16K +32 +2%
DDC
2261
DF Dent & Co
Maryland
$460K -$27.5K -108 -6%
DB
2262
Dravo Bay
Delaware
$460K -$3.82K -15 -0.8%
OFW
2263
Omnia Family Wealth
Florida
$460K -$3.31K -13 -0.7%
LL
2264
LWMG LLC
Minnesota
$459K -$4.59K -18 -1%
CFA
2265
Cahill Financial Advisors
Minnesota
$459K +$2.29K +9 +0.5%
SLT
2266
St Louis Trust
Missouri
$459K -$12.7K -50 -3%
AA
2267
Alta Advisers
United Kingdom
$459K – – –
CIP
2268
Capital Insight Partners
Arizona
$458K -$1.78K -7 -0.4%
TA
2269
TFB Advisors
Kansas
$458K +$55.3K +217 +14%
BWP
2270
Bernardo Wealth Planning
Pennsylvania
$456K -$59.9K -235 -12%
PHAM
2271
Palisades Hudson Asset Management
Florida
$456K +$1.53K +6 +0.3%
FCT
2272
Family Capital Trust
Massachusetts
$455K – – –
PWA
2273
Physician Wealth Advisors
Utah
$454K +$4.37K +17 +1%
SAM
2274
Shikiar Asset Management
New York
$453K – – –
CIA
2275
Compass Ion Advisors
Pennsylvania
$453K – – –
89 90
91
92 93