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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 %
JWM
2826
Janiczek Wealth Management
Colorado
$239K +$3.95K +14 +2%
MAG
2827
M3 Advisory Group
Massachusetts
$238K -$30.7K -109 -11%
OAM
2828
Oberweis Asset Management
Illinois
$238K +$282 +1 +0.1%
GAM
2829
Grandview Asset Management
Pennsylvania
$238K +$3.95K +14 +2%
RWI
2830
Red Wave Investments
Pennsylvania
$238K -$14.1K -50 -6%
PL
2831
Perpetual Ltd
Australia
$237K +$237K +840 New
CA
2832
Cambridge Advisors
Nebraska
$237K – – –
NF
2833
NavPoint Financial
Minnesota
$236K – – –
MC
2834
Middleton & Co
Massachusetts
$236K -$11.3K -40 -5%
BCMLT
2835
Beacon Capital Management LLC (Tennessee)
Tennessee
$236K +$20K +71 +9%
SIC
2836
Sigma Investment Counselors
Michigan
$236K -$84.9K -301 -26%
CPA
2837
Capital Performance Advisors
California
$235K +$29.3K +104 +14%
MFT
2838
Moisand Fitzgerald Tamayo
Florida
$235K – – –
IWP
2839
Innova Wealth Partners
Pennsylvania
$235K – – –
FPTW
2840
Franklin, Parlapiano, Turner & Welch
Texas
$235K – – –
MWM
2841
Mascoma Wealth Management
New Hampshire
$234K -$3.67K -13 -2%
HIG
2842
Heritage Investment Group
Florida
$234K -$29K -103 -11%
AWM
2843
Aviso Wealth Management
Washington
$234K +$2.82K +10 +1%
UFF
2844
USA Financial Formulas
Michigan
$234K -$181K -643 -44%
WCG
2845
Weaver Consulting Group
California
$234K +$27.9K +99 +14%
CSIA
2846
Charles Schwab Investment Advisory
California
$233K -$19.2K -68 -8%
IWP
2847
IAG Wealth Partners
Wisconsin
$233K +$116K +413 +100%
FAFN
2848
First Affirmative Financial Network
Colorado
$233K -$34.4K -122 -13%
HFBOT
2849
Home Federal Bank of Tennessee
Tennessee
$233K – – –
SFPG
2850
Stonebridge Financial Planning Group
Florida
$232K – – –
112 113
114
115 116