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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 %
PCMC
2576
Private Capital Management (Colorado)
Colorado
$338K -$47.6K -169 -12%
MFG
2577
Midwest Financial Group
Kansas
$338K -$14.1K -50 -4%
NRC
2578
New Republic Capital
North Carolina
$338K -$33.6K -119 -9%
LCS
2579
Levin Capital Strategies
New York
$337K – – –
VAMG
2580
Voisard Asset Management Group
Michigan
$337K -$44K -156 -12%
GSAM
2581
Grant Street Asset Management
Pennsylvania
$337K – – –
NCM
2582
Northside Capital Management
Oregon
$336K – – –
VC
2583
Vicus Capital
Pennsylvania
$336K +$336K +1,191 New
CFGSD
2584
Compass Financial Group (South Dakota)
South Dakota
$335K – – –
VCM
2585
Virtue Capital Management
Tennessee
$335K -$217K -813 -39%
CWA
2586
Clarus Wealth Advisors
Arizona
$335K +$9.94K +37 +3%
OIM
2587
Oder Investment Management
California
$334K -$12.1K -43 -3%
WOC
2588
West Oak Capital
California
$334K – – –
AGA
2589
Arkos Global Advisors
Texas
$334K +$334K +1,185 New
NECFA
2590
New England Capital Financial Advisors
Connecticut
$333K +$846 +3 +0.3%
BP
2591
Broadleaf Partners
Ohio
$333K – – –
PJWM
2592
Philip James Wealth Mangement
Georgia
$333K +$333K +1,180 New
SAM
2593
Satovsky Asset Management
New York
$331K +$1.97K +7 +0.6%
HCM
2594
Hutchinson Capital Management
California
$331K +$846 +3 +0.3%
MIM
2595
MTM Investment Management
South Carolina
$331K +$10.7K +38 +3%
DCBT
2596
Dakota Community Bank & Trust
North Dakota
$329K +$9.02K +32 +3%
OPTFSNA
2597
Old Point Trust & Financial Services N A
Virginia
$328K – – –
FFM
2598
Fullerton Fund Management
Singapore
$328K -$21M -74,445 -98%
CS
2599
Crescent Sterling
Louisiana
$328K – – –
BMA
2600
Brooks Moore & Associates
Tennessee
$328K – – –
102 103
104
105 106