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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 %
CFD
2776
Creative Financial Designs
Indiana
$261K -$34.1K -121 -12%
MCM
2777
McDonough Capital Management
Florida
$261K +$282 +1 +0.1%
FL
2778
Fort LP
Maryland
$260K -$31.9K -113 -11%
Financial Engines Advisors
2779
Financial Engines Advisors
California
$258K -$280K -994 -52%
CWA
2780
Continuum Wealth Advisors
New York
$258K +$14.4K +51 +6%
NAG
2781
Northstar Advisory Group
New Jersey
$258K -$201K -752 -44%
WWM
2782
Wagner Wealth Management
South Carolina
$257K +$1.41K +5 +0.6%
VCAM
2783
Van Cleef Asset Management
Ohio
$257K +$1.41K +5 +0.6%
HBW
2784
Hazlett, Burt & Watson
West Virginia
$256K +$19.9K +71 +8%
O3W
2785
Omni 360 Wealth
New Jersey
$255K -$7.61K -27 -3%
AR
2786
Apeiron RIA
Texas
$254K +$1.97K +7 +0.8%
IDBONY
2787
Israel Discount Bank of New York
New York
$254K -$175K -621 -41%
LAI
2788
Legal Advantage Investments
California
$254K -$28.2K -100 -10%
NAMM
2789
NorthStar Asset Management (Massachusetts)
Massachusetts
$254K – – –
PFG
2790
PAX Financial Group
Texas
$254K -$15.2K -54 -6%
PA
2791
Prism Advisors
California
$253K – – –
SDAM
2792
Shulman DeMeo Asset Management
New York
$252K -$44K -156 -15%
GJWM
2793
Gilliland Jeter Wealth Management
Arkansas
$252K +$252K +895 New
CP
2794
Coho Partners
Pennsylvania
$252K -$9.3K -33 -4%
NCM
2795
Nelson Capital Management
California
$251K – – –
TPW
2796
Transatlantique Private Wealth
New York
$251K – – –
RWS
2797
Resolute Wealth Strategies
Mississippi
$251K +$1.41K +5 +0.6%
SC
2798
Sykon Capital
New York
$250K – – –
AA
2799
Auxano Advisors
Washington
$250K +$250K +886 New
SIA
2800
Spectrum Investment Advisors
Wisconsin
$250K +$2.82K +10 +1%
110 111
112
113 114