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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 %
Balyasny Asset Management
826
Balyasny Asset Management
Illinois
$4.84M +$2.42M +8,596 +100%
EW
827
Evexia Wealth
Wisconsin
$4.84M +$780K +2,918 +19%
PIM
828
Plato Investment Management
Australia
$4.82M +$4.5M +15,959 +1,406%
ST
829
Somerset Trust
Pennsylvania
$4.81M +$39.5K +140 +0.8%
AWM
830
Avior Wealth Management
Nebraska
$4.79M +$833K +2,955 +21%
LA
831
Legacy Advisors
Pennsylvania
$4.77M +$546K +1,936 +13%
TFS
832
Thoroughbred Financial Services
Tennessee
$4.76M -$299K -1,062 -6%
HI
833
Harbour Investments
Wisconsin
$4.74M +$326K +1,157 +7%
AIMCA
834
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.74M – – –
RCIM
835
Red Cedar Investment Management
Michigan
$4.73M – – –
TPA
836
Trivium Point Advisory
Connecticut
$4.71M +$101K +357 +2%
KTM
837
Keeler Thomas Management
Utah
$4.71M -$13.8K -49 -0.3%
LG
838
LaFleur & Godfrey
Michigan
$4.71M -$137K -487 -3%
CAMG
839
CWA Asset Management Group
Florida
$4.71M -$11.8M -41,727 -71%
OAM
840
Oppenheimer Asset Management
New York
$4.7M -$350K -1,242 -7%
Artisan Partners
841
Artisan Partners
Wisconsin
$4.7M -$240K -852 -5%
LBC
842
Lowe Brockenbrough & Co
Virginia
$4.67M -$459K -1,629 -9%
SL
843
Summitry LLC
California
$4.67M -$151K -534 -3%
FAM
844
Fred Alger Management
New York
$4.67M +$686K +2,434 +17%
NSEDCP
845
NJ State Employees Deferred Compensation Plan
New Jersey
$4.65M – – –
FPB
846
First PREMIER Bank
South Dakota
$4.65M -$30.2K -107 -0.6%
LWP
847
LMG Wealth Partners
Louisiana
$4.64M -$230K -816 -5%
WB
848
Webster Bank
Connecticut
$4.64M -$359K -1,275 -7%
MC
849
Moors & Cabot
Massachusetts
$4.62M +$118K +417 +3%
DWA
850
Douglass Winthrop Advisors
New York
$4.62M -$32.1K -114 -0.7%
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