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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 %
BHWM
801
Bar Harbor Wealth Management
New Hampshire
$5.12M +$184K +651 +4%
PPW
802
Parcion Private Wealth
Washington
$5.12M +$14.7K +52 +0.3%
FIB
803
First Interstate Bank
Montana
$5.09M -$242K -857 -5%
MIA
804
MMBG Investment Advisors
Florida
$5.09M – – –
EF
805
Exeter Financial
Arizona
$5.07M -$148K -548 -3%
TMAM
806
Tokio Marine Asset Management
Japan
$5.05M +$430K +1,525 +9%
SIM
807
Stratos Investment Management
Ohio
$5.05M +$208K +737 +4%
Empower Advisory Group
808
Empower Advisory Group
Colorado
$5.03M -$580K -2,056 -10%
CI
809
CX Institutional
Indiana
$5.02M +$2.92M +10,344 +139%
BBI
810
Baxter Bros Inc
Connecticut
$5.01M -$179K -635 -3%
FWP
811
FAS Wealth Partners
Kansas
$5M +$86K +305 +2%
OCBCO
812
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5M -$27M -95,853 -84%
IFAM
813
Institutional & Family Asset Management
Colorado
$4.98M -$56.4K -200 -1%
NIM
814
NEOS Investment Management
Connecticut
$4.98M +$670K +2,376 +16%
DA
815
Duality Advisers
Florida
$4.98M +$4.98M +17,651 New
OFS
816
OMC Financial Services
New York
$4.98M +$4.98M +17,647 New
WPP
817
Whalerock Point Partners
Rhode Island
$4.95M +$94.5K +335 +2%
NP
818
Nilsine Partners
Colorado
$4.94M +$47.6K +169 +1%
CTA
819
Colonial Trust Advisors
South Carolina
$4.94M +$24.8K +88 +0.5%
FM
820
Freemont Management
Switzerland
$4.93M -$1.55M -5,500 -24%
LCM
821
Liberty Capital Management
Michigan
$4.92M +$104K +370 +2%
S
822
SignatureFD
Georgia
$4.91M -$102K -362 -2%
CIC
823
Crawford Investment Counsel
Georgia
$4.89M -$28.8K -102 -0.6%
EA
824
Ellsworth Advisors
Ohio
$4.87M +$189K +707 +4%
SCM
825
Spring Capital Management
Texas
$4.85M -$92.2K -327 -2%
31 32
33
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