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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 %
MGAM
2601
McGowan Group Asset Management
Texas
$327K +$3.1K +11 +1%
EBWM
2602
Eagle Bluffs Wealth Management
Missouri
$327K – – –
TSS
2603
Two Sigma Securities
New York
$326K -$555K -1,967 -63%
PTC
2604
Petrus Trust Company
Texas
$326K +$326K +1,158 New
MWP
2605
Meredith Wealth Planning
Illinois
$326K +$282 +1 +0.1%
TWP
2606
Tempus Wealth Planning
California
$326K +$14.1K +50 +5%
BLC
2607
Brown, Lisle/Cummings
Rhode Island
$326K – – –
GB
2608
Goepper Burkhardt
South Carolina
$326K -$275 -1 -0.1%
NRW
2609
Nova R Wealth
Kansas
$326K – – –
CA
2610
CSM Advisors
Pennsylvania
$325K -$84.6K -300 -21%
NRA
2611
NSI Retail Advisors
Pennsylvania
$325K -$84.6K -300 -21%
IF
2612
Insight Folios
North Carolina
$325K -$29.3K -104 -8%
PA
2613
Parkside Advisors
California
$325K – – –
AW
2614
Atlas Wealth
Ohio
$325K – – –
SAI
2615
Savvy Advisors Inc
New York
$325K +$325K +1,151 New
IAG
2616
Investmark Advisory Group
Connecticut
$324K -$20.3K -72 -6%
CISOA
2617
Capital Investment Services of America
Wisconsin
$323K -$9.59K -34 -3%
PCS
2618
Private Client Services
Kentucky
$323K +$55.3K +196 +21%
B
2619
Birchbrook
Maine
$323K – – –
TA
2620
TKG Advisors
Indiana
$323K -$5.08K -18 -2%
HIIFS
2621
Harel Insurance Investments & Financial Services
Israel
$323K +$155K +551 +92%
LGWM
2622
Litman Gregory Wealth Management
California
$323K +$323K +1,144 New
TPWA
2623
Twin Peaks Wealth Advisors
California
$322K -$75.6K -268 -19%
4WM
2624
4J Wealth Management
Virginia
$322K -$846 -3 -0.3%
XT
2625
XTX Topco
Cayman Islands
$322K +$322K +1,141 New
103 104
105
106 107