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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 %
LWANC
751
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.63M +$52.4K +186 +0.9%
ADL
752
Asset Dedication LLC
California
$5.6M +$37.1K +131 +0.7%
FTA
753
Financial & Tax Architects
Missouri
$5.6M +$80.1K +284 +1%
FCH
754
Freestone Capital Holdings
Washington
$5.58M +$144K +512 +3%
PFS
755
Physicians Financial Services
North Carolina
$5.56M -$44.3K -157 -0.8%
MWA
756
Midland Wealth Advisors
Illinois
$5.55M +$39.2K +139 +0.7%
AIM
757
Allen Investment Management
New York
$5.52M -$44.3K -157 -0.8%
TWM
758
TLW Wealth Management
Florida
$5.5M +$106K +377 +2%
RIM
759
Rakuten Investment Management
Japan
$5.5M +$4.99M +17,709 +986%
SAMT
760
Select Asset Management & Trust
Pennsylvania
$5.5M -$1.13M -4,000 -17%
SP
761
Stablepoint Partners
Massachusetts
$5.49M +$832K +2,950 +18%
MWM
762
Modera Wealth Management
New Jersey
$5.49M +$238K +845 +5%
RP
763
Rice Partnership
Hawaii
$5.49M -$32.7K -116 -0.6%
BBA
764
Baader Bank Aktiengesellschaft
Germany
$5.46M -$29K -103 -0.5%
TWA
765
TCI Wealth Advisors
Arizona
$5.45M -$7.33K -26 -0.1%
LS
766
Leelyn Smith
Illinois
$5.45M – – –
TYCC
767
Texas Yale Capital Corp
Florida
$5.45M +$184K +652 +3%
WWM
768
Western Wealth Management
Colorado
$5.44M +$1.05M +3,729 +24%
AP
769
Appleton Partners
Massachusetts
$5.44M -$777K -2,757 -13%
PVI
770
Pine Valley Investments
New Jersey
$5.43M -$35.8K -127 -0.7%
BCFD
771
Boit C.F. David
$5.43M – – –
IAS
772
Investment Advisory Services
Texas
$5.43M -$136K -483 -2%
LIA
773
LS Investment Advisors
Michigan
$5.41M +$323K +1,144 +6%
CCM
774
Consolidated Capital Management
California
$5.38M -$73.3K -260 -1%
CII
775
Capital International Inc
California
$5.38M +$2.96M +10,510 +123%
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