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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 %
WCF
2751
West Coast Financial
California
$273K -$29.9K -106 -10%
RFA
2752
Register Financial Advisors
Georgia
$273K +$1.41K +5 +0.5%
AMG
2753
Advisors Management Group
Wisconsin
$271K -$6.76K -24 -2%
HCMT
2754
Highland Capital Management (Tennessee)
Tennessee
$270K -$15.5K -55 -5%
LWM
2755
Laidlaw Wealth Management
New York
$269K -$1.03M -3,664 -79%
MCAI
2756
Members Capital Advisors Inc
Wisconsin
$269K – – –
BWG
2757
Berry Wealth Group
Texas
$269K +$27.9K +99 +12%
NPF
2758
Norris Perne & French
Michigan
$268K +$268K +952 New
ACM
2759
Ardent Capital Management
Ohio
$268K – – –
GBWM
2760
Granite Bay Wealth Management
New Hampshire
$268K -$16.7M -59,314 -98%
RAM
2761
Ramirez Asset Management
New York
$268K – – –
MGIA
2762
Matthew Goff Investment Advisor
Texas
$268K -$22.8K -81 -8%
RB
2763
Richmond Brothers
Michigan
$267K -$71.6K -254 -21%
AWM
2764
Allen Wealth Management
North Carolina
$267K – – –
FP
2765
Financial Perspectives
Minnesota
$267K -$846 -3 -0.3%
NRI
2766
NFP Retirement Inc
California
$267K -$7.9K -28 -3%
BPFA
2767
Barnes Pettey Financial Advisors
Mississippi
$265K +$36.7K +130 +16%
RA
2768
Ruggaard & Associates
Ohio
$265K -$16.6K -59 -6%
OWA
2769
One Wealth Advisors
California
$264K – – –
LWMG
2770
Levy Wealth Management Group
Pennsylvania
$264K – – –
XS
2771
XR Securities
Illinois
$263K -$595K -2,109 -69%
KMWM
2772
Keudell/Morrison Wealth Management
Oregon
$262K -$50.2K -178 -16%
DJYG
2773
David J. Yvars Group
Florida
$262K -$5.64K -20 -2%
PCTC
2774
Perkins Coie Trust Company
Washington
$262K – – –
AFP
2775
Alpha Financial Partners
Kentucky
$261K -$67.7K -240 -21%
109 110
111
112 113