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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 %
GAM
2651
Garrison Asset Management
Arkansas
$311K -$7.05K -25 -2%
MBFW
2652
Morton Brown Family Wealth
Pennsylvania
$310K -$27.9K -99 -8%
HCP
2653
Holt Capital Partners
Texas
$310K -$5.64K -20 -2%
EF
2654
Empirical Finance
Pennsylvania
$310K – – –
OMC
2655
Overbrook Management Corp
New York
$310K – – –
CCM
2656
Chilton Capital Management
Texas
$309K +$40.3K +143 +15%
PSF
2657
Pacific Sun Financial
California
$309K – – –
BWM
2658
BNC Wealth Management
Oregon
$309K – – –
RAM
2659
Redmond Asset Management
Virginia
$309K -$6.77K -24 -2%
TIM
2660
Tortoise Investment Management
New York
$308K -$22K -78 -7%
BGAI
2661
Bruce G. Allen Investments
Colorado
$308K -$2.54K -9 -0.8%
EA
2662
Eclectic Associates
California
$308K +$19.2K +68 +7%
AT
2663
Avalon Trust
New Mexico
$307K – – –
AFM
2664
Armstrong Fleming & Moore
District of Columbia
$307K -$13.5K -48 -4%
CP
2665
Castleview Partners
Texas
$306K +$48.2K +171 +19%
AW
2666
Alaethes Wealth
Nevada
$306K -$107K -379 -26%
MAP
2667
Moody Aldrich Partners
Massachusetts
$306K -$1.97K -7 -0.6%
WC
2668
Wynn Capital
Georgia
$306K -$846 -3 -0.3%
WAM
2669
WFA Asset Management
Wisconsin
$305K +$53K +188 +21%
CTWM
2670
Cherry Tree Wealth Management
Minnesota
$305K +$22K +78 +8%
NCFG
2671
New Century Financial Group
New Jersey
$303K +$303K +1,076 New
CCA
2672
Conservest Capital Advisors
Pennsylvania
$303K +$564 +2 +0.2%
CMP
2673
Courage Miller Partners
Virginia
$303K +$282 +1 +0.1%
AIA
2674
Allied Investment Advisors
Montana
$303K – – –
AIM
2675
Aspen Investment Management
Michigan
$302K -$70K -248 -19%
105 106
107
108 109