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McDonald's
MCD

Overview Fund Activity

3,145 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,299 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,145
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.59%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,299
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$619M
2
Bank of America
Bank of America
North Carolina
+$445M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$370M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$295M
5
Capital World Investors
Capital World Investors
California
+$285M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$3.82B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$420M
3
DZ Bank
DZ Bank
Germany
-$396M
4
Swedbank
Swedbank
Sweden
-$361M
5
BlackRock
BlackRock
New York
-$322M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHL
2476
Abel Hall LLC
Louisiana
$386K +$40K +142 +12%
BWM
2477
Blossom Wealth Management
California
$386K -$47.4K -168 -11%
CS
2478
Capital Square
Tennessee
$386K +$105K +371 +37%
TCM
2479
Tufton Capital Management
Maryland
$386K +$5.36K +19 +1%
GWP
2480
Gateway Wealth Partners
Wisconsin
$386K -$21.4K -76 -5%
FOA
2481
Five Oceans Advisors
California
$386K -$29.3K -104 -7%
CWA
2482
Canvas Wealth Advisors
Kansas
$386K -$4.32K -16 -1%
AIP
2483
Almanack Investment Partners
Pennsylvania
$385K +$51K +181 +15%
CYG
2484
Clean Yield Group
Vermont
$384K – – –
UC
2485
Unio Capital
New Jersey
$383K -$28.2K -100 -7%
EWS
2486
Eagle Wealth Strategies
New Jersey
$383K -$21.3K -76 -5%
AC
2487
ASB Consultores
Florida
$382K -$191K -677 -33%
SPWG
2488
Syntegra Private Wealth Group
Missouri
$382K -$21.4K -76 -5%
CAM
2489
Creekmur Asset Management
Illinois
$382K +$14.1K +50 +4%
OKSA
2490
O'Keefe Stevens Advisory
New York
$381K – – –
TRIA
2491
Trail Ridge Investment Advisors
Colorado
$381K +$7.33K +26 +2%
CAAM
2492
Cornerstone Advisors Asset Management
Pennsylvania
$381K – – –
OL
2493
Owen LaRue
Kentucky
$380K -$995K -3,529 -72%
WG
2494
Watchman Group
Texas
$379K -$13K -46 -3%
MGWM
2495
Marks Group Wealth Management
Minnesota
$379K -$8.46K -30 -2%
WE
2496
Wealth Effects
Massachusetts
$379K -$7.05K -25 -2%
WCFA
2497
Walkner Condon Financial Advisors
Wisconsin
$378K +$13K +46 +4%
PCMC
2498
Paragon Capital Management (Colorado)
Colorado
$377K -$10.2K -36 -3%
AF
2499
Apollon Financial
South Carolina
$377K -$4.23K -15 -1%
ME
2500
McIlrath & Eck
Washington
$377K +$21.4K +76 +6%
98 99
100
101 102