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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 %
PIFP
2351
Partners in Financial Planning
Virginia
$405K – – –
CGH
2352
CMG Global Holdings
Texas
$404K – – –
PCM
2353
Permanent Capital Management
Illinois
$404K +$404K +1,384 New
HWP
2354
Hibernia Wealth Partners
Louisiana
$404K +$404K +1,586 New
ML
2355
Mayport LLC
Massachusetts
$404K -$8.92K -35 -2%
NPA
2356
Nichols & Pratt Advisers
Massachusetts
$401K – – –
PFA
2357
Pathway Financial Advisors
Vermont
$399K – – –
EFL
2358
ERn Financial LLC
Wisconsin
$399K -$6.37K -25 -2%
BBA
2359
Braun-Bostich & Associates
Pennsylvania
$399K +$39K +153 +11%
CA
2360
Carson Advisory
Georgia
$399K +$255 +1 +0.1%
VP
2361
Verum Partners
North Carolina
$398K -$7.39K -29 -2%
I
2362
INVST
Indiana
$398K +$6.5K +26 +2%
VH
2363
Visionary Horizons
Tennessee
$397K -$765 -3 -0.2%
MAM
2364
McLean Asset Management
Virginia
$397K -$11.5K -46 -3%
CMI
2365
Clare Market Investments
Texas
$397K -$86.4K -339 -18%
PIA
2366
Perennial Investment Advisors
California
$396K +$21.9K +86 +6%
MF
2367
Manchester Financial
California
$395K +$54.3K +213 +16%
PCM
2368
Princeton Capital Management
New Jersey
$394K +$3.57K +14 +0.9%
CC
2369
Callan Capital
California
$393K -$8.41K -33 -2%
GXJ
2370
Global X Japan
Japan
$390K +$39.8K +156 +11%
Fidelity International
2371
Fidelity International
Bermuda
$389K -$15K -59 -4%
KCFA
2372
Key Client Fiduciary Advisors
New Jersey
$389K +$23.7K +93 +6%
SC
2373
Solstein Capital
California
$388K – – –
WW
2374
Westshore Wealth
California
$388K -$49.9K -196 -11%
CAGAS
2375
Capital Advisory Group Advisory Services
Minnesota
$388K +$34.7K +136 +10%
93 94
95
96 97