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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 %
FNBSF
2376
First National Bank Sioux Falls
South Dakota
$387K – – –
TCM
2377
Twin Capital Management
Pennsylvania
$386K -$448K -1,759 -54%
EGA
2378
E&G Advisors
Texas
$385K -$511 -2 -0.1%
FAM
2379
Flaharty Asset Management
Florida
$385K -$10.2K -40 -3%
OLVIG
2380
Oliver Lagore Vanvalin Investment Group
Michigan
$384K – – –
CAL
2381
Capital Advisors Ltd
Ohio
$383K +$5.34K +21 +1%
MF
2382
Meridian Financial
Massachusetts
$383K – – –
BCM
2383
Bienville Capital Management
New York
$382K – – –
CFS
2384
Commonwealth Financial Services
West Virginia
$381K -$1.24K -5 -0.3%
EMAM
2385
Encompass More Asset Management
California
$381K -$15.3K -60 -4%
WLPWM
2386
Walled Lake Planning & Wealth Management
Illinois
$381K -$63.9K -251 -14%
SEA
2387
Stegent Equity Advisors
Texas
$380K -$629K -2,467 -62%
EI
2388
Ellevest Inc
New York
$377K -$21.4K -84 -5%
PWA
2389
Providence Wealth Advisors
Illinois
$375K – – –
MWA
2390
MN Wealth Advisors
Kansas
$374K -$251K -561 -40%
CWM
2391
Chemistry Wealth Management
New York
$374K +$11.5K +45 +3%
HFS
2392
Hoge Financial Services
Pennsylvania
$373K +$6.88K +27 +2%
SAM
2393
Summit Asset Management
Tennessee
$372K +$255 +1 +0.1%
HIC
2394
Hartline Investment Corp
Illinois
$372K -$2.04M -8,002 -85%
PCM
2395
Poehling Capital Management
Wisconsin
$372K – – –
MW
2396
MBL Wealth
North Carolina
$372K -$326K -1,281 -47%
IPAM
2397
Investment Partners Asset Management
New Jersey
$371K +$64.7K +254 +21%
BTIM
2398
BancFirst Trust & Investment Management
Oklahoma
$371K +$258 +1 +0.1%
CWM
2399
Cranbrook Wealth Management
Michigan
$371K -$82.3K -323 -18%
LIA
2400
LBMC Investment Advisors
Tennessee
$370K +$1.27K +5 +0.3%
94 95
96
97 98