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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 %
CWA
2551
CM Wealth Advisors
Ohio
$351K -$228K -852 -39%
HWM
2552
Howard Wealth Management
Connecticut
$350K -$2.82K -10 -0.8%
CIP
2553
Convergence Investment Partners
Florida
$350K -$670K -2,379 -66%
DWP
2554
Destiny Wealth Partners
Florida
$350K -$135K -479 -28%
AWA
2555
Alaska Wealth Advisors
Alaska
$350K – – –
GAM
2556
GEM Asset Management
Michigan
$349K +$270 +1 +0.1%
EFA
2557
Edge Financial Advisors
Illinois
$348K +$348K +1,236 New
PHWM
2558
Pine Harbor Wealth Management
Maryland
$348K -$4.23K -15 -1%
MPW
2559
Monterey Private Wealth
California
$348K +$7.05K +25 +2%
OA
2560
Oracle Alpha
Ontario, Canada
$348K -$182K -645 -34%
GSWM
2561
Greenup Street Wealth Management
Michigan
$347K -$49.4K -175 -12%
VWM
2562
Vigilare Wealth Management
Arizona
$347K -$271K -960 -44%
VCM
2563
Vivaldi Capital Management
Illinois
$347K -$122K -444 -26%
UF
2564
Univest Financial
Pennsylvania
$345K +$7.33K +26 +2%
MTWM
2565
Masso Torrence Wealth Management
New Jersey
$345K +$86K +305 +33%
TIM
2566
Total Investment Management
Arizona
$343K +$282 +1 +0.1%
GSIAS
2567
Garden State Investment Advisory Services
New Jersey
$342K -$36.3K -129 -10%
BCG
2568
Breakwater Capital Group
New Jersey
$342K +$73.9K +262 +28%
WHCI
2569
W.H. Cornerstone Investments
Massachusetts
$342K -$85K -301 -20%
EIA
2570
Edgemoor Investment Advisors
Maryland
$341K -$5.08K -18 -1%
TPW
2571
Tiller Private Wealth
Pennsylvania
$341K -$13.2K -47 -4%
I2I
2572
Insight 2811 Inc
Illinois
$340K -$10.4K -37 -3%
FBC
2573
Fairfield, Bush & Co
Connecticut
$339K +$16.9K +60 +5%
HCM
2574
Highview Capital Management
Illinois
$339K -$529K -1,876 -61%
IPAM
2575
Investment Partners Asset Management
New Jersey
$339K +$26.8K +95 +9%
101 102
103
104 105