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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 %
CWS
2701
Cypress Wealth Services
California
$289K +$69.4K +246 +32%
PCH
2702
PGIM Custom Harvest
New Jersey
$288K -$44.5K -158 -13%
DWA
2703
Delap Wealth Advisory
Oregon
$288K -$10.4K -37 -3%
EL
2704
Essex LLC
Illinois
$288K -$14.9K -53 -5%
GGI
2705
Godsey & Gibb Inc
Virginia
$288K +$564 +2 +0.2%
CCA
2706
Cora Capital Advisors
New Jersey
$288K +$282 +1 +0.1%
OPA
2707
Old Port Advisors
Maine
$288K +$11.8K +42 +4%
SRC
2708
Shufro Rose & Co
New York
$288K +$28.2K +100 +11%
IWP
2709
Invenio Wealth Partners
Florida
$288K +$41.7K +148 +17%
MFS
2710
Madrona Financial Services
Washington
$287K – – –
KLCM
2711
KG&L Capital Management
Louisiana
$287K -$2.82K -10 -1%
IA
2712
IFG Advisors
Missouri
$286K – – –
NOI
2713
Newton One Investments
Delaware
$286K +$1.69K +6 +0.6%
RFA
2714
RTD Financial Advisors
Pennsylvania
$286K – – –
HA
2715
Hofer & Associates
California
$285K -$282 -1 -0.1%
GIM
2716
Greylin Investment Management
Virginia
$285K – – –
BMM
2717
Buffington Mohr McNeal
Idaho
$285K +$1.41K +5 +0.5%
SB
2718
Sunflower Bank
Texas
$284K – – –
BFWM
2719
Bright Futures Wealth Management
New York
$283K +$283K +1,098 New
FWP
2720
Firethorn Wealth Partners
Georgia
$283K +$5.64K +20 +2%
FFA
2721
Florida Financial Advisors
Florida
$283K -$7.61K -27 -3%
SIA
2722
Stegner Investment Associates
Kentucky
$283K +$283K +1,003 New
VAF
2723
Values Added Financial
District of Columbia
$282K -$78.1K -277 -22%
SIA
2724
Sage Investment Advisers
New York
$282K +$2.82K +10 +1%
FNC
2725
First National Corp
Massachusetts
$282K – – –
107 108
109
110 111