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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 %
DDPIC
2726
Deroy & Devereaux Private Investment Counsel
Michigan
$282K – – –
FFIC
2727
First Fiduciary Investment Counsel
Ohio
$282K – – –
HAM
2728
Hedges Asset Management
Nevada
$282K -$84.6K -300 -23%
CFG
2729
Carr Financial Group
Massachusetts
$282K -$1.41K -5 -0.5%
GCL
2730
Gouws Capital LLC
North Carolina
$282K – – –
FL
2731
FreeGulliver LLC
Louisiana
$282K +$282K +1,000 New
CSWM
2732
Cassady Schiller Wealth Management
Ohio
$281K +$1.97K +7 +0.7%
RIM
2733
RW Investment Management
Idaho
$281K +$22.8K +81 +9%
PWM
2734
Provident Wealth Management
Tennessee
$281K +$9.02K +32 +3%
WA
2735
Waddell & Associates
Tennessee
$280K -$30.2K -107 -10%
PFA
2736
Plotkin Financial Advisors
Maryland
$280K – – –
AMG
2737
Asset Management Group
Connecticut
$280K +$1.69K +6 +0.6%
ISL
2738
Ingalls & Snyder LLC
New York
$279K -$5.65K -20 -2%
MGWA
2739
Monument Group Wealth Advisors
Massachusetts
$279K +$279K +989 New
SCM
2740
Sage Capital Management
New Jersey
$279K -$4.23K -15 -1%
LFG
2741
Lockerman Financial Group
California
$278K -$1.13K -4 -0.4%
FW
2742
FirstPurpose Wealth
Utah
$278K +$1.61K +6 +0.6%
BFWA
2743
Benchmark Financial Wealth Advisors
Florida
$278K +$54.4K +193 +24%
GWM
2744
Gitterman Wealth Management
New Jersey
$276K – – –
OC
2745
Opinicus Capital
Florida
$276K -$9.31K -33 -3%
CWM
2746
Cabot Wealth Management
Massachusetts
$275K – – –
HWMC
2747
Heritage Wealth Management (California)
California
$275K +$1.41K +5 +0.5%
FWA
2748
FSM Wealth Advisors
Ohio
$275K -$24.5K -87 -8%
VFPW
2749
Vantage Financial Partners (Wisconsin)
Wisconsin
$274K +$274K +971 New
SIA
2750
SeaBridge Investment Advisors
New Jersey
$273K – – –
108 109
110
111 112