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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 %
FCA
2526
FinTrust Capital Advisors
South Carolina
$365K +$7.62K +27 +2%
TAM
2527
Trillium Asset Management
Massachusetts
$365K – – –
CCFM
2528
Clear Creek Financial Management
Washington
$365K -$24.5K -87 -6%
FAG
2529
Fortitude Advisory Group
Washington
$365K -$12.1K -43 -3%
CGA
2530
Crescent Grove Advisors
Illinois
$365K -$57.8K -205 -14%
ONSWM
2531
Old North State Wealth Management
North Carolina
$364K +$78.1K +276 +27%
HPIA
2532
Hamilton Point Investment Advisors
North Carolina
$363K – – –
WAOI
2533
Wealth Advisors of Iowa
Iowa
$363K -$11.3K -40 -3%
SPWG
2534
Sage Private Wealth Group
Illinois
$363K -$38.4K -136 -10%
PAM
2535
Peak Asset Management
Colorado
$363K -$4.79K -17 -1%
LSWM
2536
Lorne Steinberg Wealth Management
Canada
$361K -$134K -476 -27%
TW
2537
Traveka Wealth
California
$361K +$3.95K +14 +1%
AWM
2538
Avaii Wealth Management
Wisconsin
$360K -$564 -2 -0.2%
KPWG
2539
KFA Private Wealth Group
Virginia
$360K +$15.2K +54 +4%
USWIA
2540
UP Strategic Wealth Investment Advisors
Pennsylvania
$359K – – –
WA
2541
Wealthstream Advisors
New York
$359K -$167K -591 -32%
C
2542
CEDRUS
Colorado
$358K -$20.6K -73 -5%
MTC
2543
McDaniel Terry & Co
Texas
$358K +$15.8K +56 +5%
FZCM
2544
Flynn Zito Capital Management
New York
$358K +$39.5K +140 +12%
SRC
2545
Stone Run Capital
New York
$355K – – –
AFAS
2546
Acorn Financial Advisory Services
Virginia
$354K -$189K -669 -35%
MWA
2547
Motive Wealth Advisors
Michigan
$354K +$354K +1,255 New
PFS
2548
Prospect Financial Services
New York
$353K +$31.9K +113 +10%
GSC
2549
G&S Capital
Colorado
$352K -$1.97K -7 -0.6%
NCM
2550
Novare Capital Management
North Carolina
$352K – – –
100 101
102
103 104