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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 %
HCM
851
Hodges Capital Management
Texas
$4.61M -$1.48M -5,239 -24%
FFBTD
852
First Financial Bank - Trust Division
Ohio
$4.59M -$189K -671 -4%
BCM
853
Brookmont Capital Management
Texas
$4.59M -$18.9K -67 -0.4%
SLI
854
Sumitomo Life Insurance
Japan
$4.59M -$148K -524 -3%
BAM
855
Belpointe Asset Management
Nevada
$4.57M +$212K +752 +5%
OCAM
856
Onex Canada Asset Management
Ontario, Canada
$4.57M -$377K -1,336 -8%
VanEck Associates
857
VanEck Associates
New York
$4.56M +$136K +484 +3%
WA
858
WBH Advisory
Maryland
$4.54M -$183K -649 -4%
Public Sector Pension Investment Board (PSP Investments)
859
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.54M +$28.2K +100 +0.6%
PCM
860
Palisade Capital Management
New Jersey
$4.52M -$2.23M -7,900 -33%
SCP
861
Sandhill Capital Partners
New York
$4.52M -$51.6K -183 -1%
SW
862
SlateStone Wealth
Florida
$4.52M +$761K +2,698 +20%
BP
863
Ballentine Partners
Massachusetts
$4.5M -$165K -585 -4%
DCM
864
Donaldson Capital Management
Indiana
$4.48M -$704K -2,497 -14%
TNBTD
865
Trustmark National Bank Trust Department
Mississippi
$4.48M +$281K +995 +7%
DJSG
866
D.J. St. Germain
Massachusetts
$4.48M +$9.59K +34 +0.2%
WC
867
Woodstock Corp
Massachusetts
$4.48M -$26.5K -94 -0.6%
BIMC
868
Benson Investment Management Company
Virginia
$4.45M +$57.8K +205 +1%
HVIA
869
Hudson Valley Investment Advisors
New York
$4.44M -$238K -843 -5%
BOSSRA
870
B.O.S.S. Retirement Advisors
Utah
$4.44M -$313K -1,055 -7%
WIC
871
Woodmont Investment Counsel
Tennessee
$4.43M -$627K -2,223 -12%
RWM
872
RBA Wealth Management
California
$4.41M +$46.2K +164 +1%
WAOTB
873
Wealth Advisors of Tampa Bay
Florida
$4.39M +$11.3K +40 +0.3%
CFG
874
Citizens Financial Group
Rhode Island
$4.39M -$446K -1,582 -9%
PTC
875
Private Trust Company
Ohio
$4.39M +$56.7K +201 +1%
33 34
35
36 37