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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 %
SFA
2426
Source Financial Advisors
New York
$357K +$510 +2 +0.1%
PFG
2427
Pinnacle Financial Group
Illinois
$357K +$156K +611 +77%
BF
2428
Brogan Financial
Tennessee
$357K +$1.02K +4 +0.3%
AIFAIM
2429
American Institute for Advanced Investment Management
Arizona
$356K -$24.2K -95 -6%
KF
2430
KKM Financial
Illinois
$355K – – –
TCM
2431
Tufton Capital Management
Maryland
$355K +$5.61K +22 +2%
OAM
2432
Occidental Asset Management
California
$354K +$63.7K +250 +22%
SGK
2433
Steigerwald Gordon & Koch
Virginia
$354K -$129K -504 -27%
RW
2434
REDW Wealth
New Mexico
$354K – – –
USWIA
2435
UP Strategic Wealth Investment Advisors
Pennsylvania
$353K +$28.5K +112 +9%
PSP
2436
Principal Street Partners
Tennessee
$353K -$96.1K -377 -21%
SSW
2437
Stone Summit Wealth
Florida
$353K – – –
GWP
2438
Gateway Wealth Partners
Wisconsin
$353K +$4.33K +17 +1%
RWM
2439
RBA Wealth Management
California
$353K -$3.64M -14,268 -91%
SLG
2440
Stanley-Laman Group
Pennsylvania
$352K – – –
DFCM
2441
Dark Forest Capital Management
Puerto Rico
$352K -$114K -449 -25%
RWM
2442
Revisor Wealth Management
Ohio
$352K -$274K -1,075 -44%
SWC
2443
Spectrum Wealth Counsel
Indiana
$351K – – –
ME
2444
McIlrath & Eck
Washington
$351K +$10.2K +40 +3%
MFG
2445
Midwest Financial Group
Kansas
$350K +$44.5K +175 +15%
DWP
2446
Destiny Wealth Partners
Florida
$350K +$33.6K +132 +11%
BWM
2447
Blossom Wealth Management
California
$349K – – –
MPW
2448
Monterey Private Wealth
California
$348K +$33.9K +133 +11%
EWS
2449
Eagle Wealth Strategies
New Jersey
$348K – – –
FOA
2450
Five Oceans Advisors
California
$348K -$765 -3 -0.2%
96 97
98
99 100