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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 %
WPC
2851
Waters Parkerson & Co
Louisiana
$232K – – –
WPW
2852
Watershed Private Wealth
Illinois
$231K -$33K -117 -12%
FS
2853
Financial Symmetry
North Carolina
$231K -$19.7K -70 -8%
CMTU
2854
Capital Markets Trading (UK)
United Kingdom
$231K +$231K +819 New
MLA
2855
MB, Levis & Associates
Pennsylvania
$230K +$282 +1 +0.1%
T
2856
TCWP
Ohio
$230K +$3.95K +14 +2%
LF
2857
Lee Financial
Texas
$230K +$282 +1 +0.1%
IRC
2858
Investors Research Corp
Georgia
$230K – – –
SFS
2859
Strategic Financial Services
New York
$230K +$3.95K +14 +2%
TIM
2860
Thompson Investment Management
Wisconsin
$230K +$282 +1 +0.1%
SCA
2861
St. Clair Advisors
Ohio
$230K – – –
NFG
2862
Northeast Financial Group
Pennsylvania
$230K – – –
BWA
2863
Burt Wealth Advisors
Maryland
$229K – – –
CWA
2864
Capital Wealth Alliance
Arizona
$229K -$2.26K -8 -1%
SEEDPG
2865
S.E.E.D. Planning Group
New York
$229K +$11K +39 +5%
WSWA
2866
Warren Street Wealth Advisors
California
$229K +$16.1K +57 +8%
MWAM
2867
Manhattan West Asset Management
California
$228K +$9.87K +35 +5%
JCM
2868
Jacobsen Capital Management
Utah
$228K +$10.2K +36 +5%
BA
2869
Bristlecone Advisors
Washington
$227K +$5.08K +18 +2%
IA
2870
Inspire Advisors
Idaho
$227K -$10.4K -37 -4%
WCA
2871
Waypoint Capital Advisors
Minnesota
$227K -$5.07K -18 -2%
ACC
2872
Acorn Creek Capital
Colorado
$226K -$30.2K -107 -12%
VAG
2873
VisionPoint Advisory Group
Texas
$226K -$28.2K -100 -11%
AA
2874
Apriem Advisors
California
$226K -$76.7K -272 -25%
LFA
2875
LifeGuide Financial Advisors
Pennsylvania
$226K – – –
113 114
115
116 117