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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 %
VFPI
2276
Vantage Financial Partners (Illinois)
Illinois
$452K +$12.7K +50 +3%
LWM
2277
Lodestone Wealth Management
Washington
$451K +$24.7K +97 +6%
GAB
2278
German American Bancorp
Indiana
$451K +$61.2K +240 +16%
SM
2279
Sweeney & Michel
California
$449K +$14K +57 +3%
SPL
2280
Smart Portfolios LLC
Washington
$449K +$52.2K +205 +13%
CH
2281
Cromwell Holdings
Wyoming
$449K +$449K +1,762 New
KWS
2282
Keystone Wealth Services
California
$448K +$15.5K +61 +4%
ACP
2283
Aveo Capital Partners
Colorado
$448K -$225K -883 -33%
TWA
2284
Talisman Wealth Advisors
New Jersey
$447K +$1.27K +5 +0.3%
MWM
2285
Merriman Wealth Management
Washington
$446K +$1.53K +6 +0.3%
OPPS
2286
Obsidian Personal Planning Solutions
Maryland
$445K +$1.02K +4 +0.2%
SN
2287
Sittner & Nelson
Oregon
$444K – – –
OPCM
2288
Osborne Partners Capital Management
California
$443K +$443K +1,740 New
TCM
2289
Triumph Capital Management
Colorado
$443K +$443K +1,740 New
TAM
2290
Titleist Asset Management
Texas
$443K +$17.8K +70 +4%
FPGK
2291
Financial Partners Group (Kansas)
Kansas
$442K -$4.08K -16 -0.9%
AA
2292
Addison Advisors
Vermont
$442K -$20.9K -82 -5%
FSC
2293
Full Sail Capital
Oklahoma
$441K +$8.16K +32 +2%
BWA
2294
BlueChip Wealth Advisors
Georgia
$441K +$15.3K +60 +4%
RB
2295
Rodgers Brothers
Pennsylvania
$441K -$35.7K -140 -7%
MCC
2296
Maiden Cove Capital
Maine
$438K +$438K +1,564 New
RCA
2297
Ranch Capital Advisors
Florida
$438K +$19.6K +77 +5%
NFA
2298
Northwest Financial Advisors
Virginia
$436K +$3.06K +12 +0.7%
AIP
2299
Almanack Investment Partners
Pennsylvania
$436K +$87.9K +345 +25%
EM
2300
Excalibur Management
Massachusetts
$436K +$35.4K +139 +9%
90 91
92
93 94