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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 %
TIA
2401
Traphagen Investment Advisors
New Jersey
$370K +$39.8K +156 +12%
IIL
2402
Insight Inv LLC
California
$370K – – –
MSCM
2403
McElhenny Sheffield Capital Management
Texas
$368K -$2.28K -9 -0.6%
MW
2404
Maia Wealth
Colorado
$368K +$368K +1,463 New
SIM
2405
SSI Investment Management
California
$368K – – –
UWPG
2406
Ullmann Wealth Partners Group
Florida
$368K -$18.1K -71 -5%
KBFS
2407
Kohmann Bosshard Financial Services
Ohio
$366K – – –
SPWG
2408
Syntegra Private Wealth Group
Missouri
$366K +$21.2K +83 +6%
TC
2409
Tsai Capital
New York
$366K – – –
TRIA
2410
Trail Ridge Investment Advisors
Colorado
$365K +$20.4K +80 +6%
AWAP
2411
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$364K -$6.37K -25 -2%
BIA
2412
Bigelow Investment Advisors
Maine
$363K -$510 -2 -0.1%
T
2413
TOBAM
France
$363K -$441K -1,734 -55%
PFA
2414
Pettinga Financial Advisors
Indiana
$363K +$255 +1 +0.1%
DWG
2415
Darden Wealth Group
Michigan
$362K – – –
SFG
2416
Sunburst Financial Group
Alabama
$362K – – –
KIC
2417
Keating Investment Counselors
Florida
$361K -$280K -1,100 -44%
LF
2418
LifeSteps Financial
California
$361K – – –
SGWM
2419
Sterling Group Wealth Management
California
$360K +$360K +1,414 New
CIC
2420
Chase Investment Counsel
Virginia
$360K – – –
CPA
2421
Capital Planning Advisors
California
$359K -$106K -414 -23%
FCA
2422
FinTrust Capital Advisors
South Carolina
$359K +$29.1K +114 +9%
PRI
2423
Prepared Retirement Institute
Pennsylvania
$358K -$11.7K -46 -3%
CS
2424
Capital Square
Tennessee
$358K +$2.6K +10 +0.7%
PIMG
2425
Patriot Investment Management Group
Tennessee
$358K – – –
95 96
97
98 99