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McDonald's
MCD

Overview Fund Activity

3,144 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, 1,298 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.58%
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
1,298
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 %
SHWM
2801
Smith & Howard Wealth Management
Georgia
$248K – – –
CCWM
2802
Correct Capital Wealth Management
Missouri
$248K -$5.08K -18 -2%
FCMA
2803
Foresight Capital Management Advisors
Michigan
$248K – – –
MAV
2804
Mason & Associates (Virginia)
Virginia
$248K +$248K +881 New
CA
2805
Crumly & Associates
Illinois
$248K -$31.6K -112 -11%
GWM
2806
Glass Wealth Management
Texas
$247K +$247K +877 New
HP
2807
Hyperion Partners
Pennsylvania
$247K +$282 +1 +0.1%
WIM
2808
Wittenberg Investment Management
Massachusetts
$247K – – –
FEM
2809
Fulcrum Equity Management
Texas
$247K +$38.9K +138 +19%
BBL
2810
Beck Bode LLC
Massachusetts
$246K -$1.13K -4 -0.5%
AGC
2811
Aspen Grove Capital
Colorado
$246K +$246K +873 New
NQWM
2812
Northwest Quadrant Wealth Management
Oregon
$246K +$1.41K +5 +0.6%
BOS
2813
Bank of Stockton
California
$246K – – –
HIS
2814
Horizon Investment Services
Indiana
$245K -$565 -2 -0.2%
GIM
2815
Gold Investment Management
Alberta, Canada
$244K +$3.1K +11 +1%
SWMP
2816
Signature Wealth Management Partners
New Jersey
$244K -$15.8K -56 -6%
NG
2817
NatWest Group
United Kingdom
$242K -$3.87M -13,743 -94%
AT
2818
Arlington Trust
Alabama
$242K -$4.23K -15 -2%
MAM
2819
Milestone Asset Management
Pennsylvania
$241K +$241K +856 New
FWI
2820
Facet Wealth Inc
Maryland
$241K +$22.6K +84 +10%
FC
2821
Forte Capital
New York
$240K -$15.5K -55 -6%
SC
2822
Skylands Capital
Wisconsin
$240K – – –
NCTC
2823
New Covenant Trust Company
Indiana
$239K +$239K +849 New
TWD
2824
True Wealth Design
Ohio
$239K +$22.9K +81 +11%
JWM
2825
Janiczek Wealth Management
Colorado
$239K +$3.95K +14 +2%
111 112
113
114 115