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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 %
OBWG
2626
Onyx Bridge Wealth Group
New York
$322K -$16.7K -61 -5%
OAM
2627
Occidental Asset Management
California
$321K +$8.74K +31 +3%
PCM
2628
Presidio Capital Management
California
$321K +$28.2K +100 +10%
ETIA
2629
Epic Trust Investment Advisors
Washington
$321K -$9.87K -35 -3%
CCM
2630
Canal Capital Management
Virginia
$320K -$1.69K -6 -0.5%
HFP
2631
Holistic Financial Partners
Indiana
$320K -$66K -234 -17%
AFS
2632
Access Financial Services
Minnesota
$318K +$1.69K +6 +0.5%
CCM
2633
CAAS Capital Management
New York
$318K +$318K +1,128 New
BA
2634
Ballast Advisors
Minnesota
$317K +$1.69K +6 +0.5%
GKWIM
2635
Gerber Kawasaki Wealth & Investment Management
California
$317K +$54.7K +194 +21%
GWAM
2636
Guardian Wealth Advisors (Minnesota)
Minnesota
$317K -$564 -2 -0.2%
CAM
2637
Claret Asset Management
Quebec, Canada
$317K -$2.26K -8 -0.7%
PWA
2638
Phoenix Wealth Advisors
North Carolina
$317K – – –
TFF
2639
The Family Firm
Maryland
$316K +$1.41K +5 +0.4%
AFG
2640
Arkansas Financial Group
Arkansas
$316K – – –
SIG
2641
Sargent Investment Group
Maryland
$315K +$8.46K +30 +3%
TNA
2642
True North Advisors
Texas
$314K +$35K +124 +13%
APS
2643
American Planning Services
Florida
$314K – – –
XSC
2644
X-Square Capital
Puerto Rico
$314K – – –
DCM
2645
Dudley Capital Management
Virginia
$314K – – –
NWM
2646
Northwest Wealth Management
Iowa
$314K +$1.13K +4 +0.4%
BWM
2647
Birchcreek Wealth Management
Ohio
$313K +$282 +1 +0.1%
VFP
2648
Verus Financial Partners
Virginia
$312K – – –
APIM
2649
Agate Pass Investment Management
Washington
$311K – – –
HWM
2650
Hemington Wealth Management
Virginia
$311K -$10.7K -38 -3%
104 105
106
107 108