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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
$1.54B
2
Bank of America
Bank of America
North Carolina
$4.43B
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$371M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$304M
5
Capital World Investors
Capital World Investors
California
$1.01B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.76B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.65B
3
DZ Bank
DZ Bank
Germany
$637M
4
Swedbank
Swedbank
Sweden
$0
5
BlackRock
BlackRock
New York
$14.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWCS
2951
Beirne Wealth Consulting Services
Connecticut
$200K -$169K -599 -46%
FWM
2952
FMFE Wealth Management
New York
$200K -$3.1K -11 -2%
FMTCOCP
2953
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$200K +$5.09K +18 +3%
SIM
2954
Studio Investment Management
Illinois
$197K -$282 -1 -0.1%
C
2955
Covestor
United Kingdom
$196K -$42.2K -150 -18%
BC
2956
Barrett & Company
Rhode Island
$195K +$1.69K +6 +0.9%
FMP
2957
Financial Management Professionals
Texas
$191K -$12.7K -45 -6%
PA
2958
Pineridge Advisors
Missouri
$191K -$5.92K -21 -3%
PWMG
2959
Private Wealth Management Group
New Jersey
$189K -$282 -1 -0.1%
AI
2960
Axiom Investors
Connecticut
$189K -$158K -560 -46%
AIM
2961
Access Investment Management
Georgia
$188K – – –
SGC
2962
Slocum, Gordon & Co
Rhode Island
$182K -$28.2K -100 -13%
RFG
2963
RFP Financial Group
Georgia
$175K -$59.2K -210 -25%
AA
2964
AlphaCentric Advisors
Puerto Rico
$175K -$15.5K -55 -8%
WIM
2965
Westside Investment Management
California
$173K – – –
CWC
2966
Carolinas Wealth Consulting
North Carolina
$172K -$5.64M -19,999 -97%
OP
2967
ORG Partners
Indiana
$170K -$1.25M -4,439 -88%
HWA
2968
HHM Wealth Advisors
Tennessee
$169K +$10.2K +36 +6%
GPFA
2969
Game Plan Financial Advisors
Ohio
$169K -$314K -1,113 -65%
EL
2970
EMFO LLC
Florida
$168K – – –
VF
2971
VitalStone Financial
Texas
$167K +$35.1K +125 +27%
TFGT
2972
TS Financial Group (TSFG)
Illinois
$165K – – –
FGA
2973
Fortis Group Advisors
New Jersey
$164K -$428K -1,518 -72%
TFIPS
2974
Towarzystwo Funduszy Inwestycyjnych PZU SA
$164K +$19.7K +70 +14%
SWM
2975
Sugarloaf Wealth Management
Georgia
$163K +$282 +1 +0.2%
117 118
119
120 121