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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 %
OHIS
876
Oak Harvest Investment Services
Texas
$4.37M -$81.8K -290 -2%
RWM
877
Ritholtz Wealth Management
New York
$4.37M +$182K +647 +4%
RFM
878
Royal Fund Management
Florida
$4.36M +$84.1K +297 +2%
RWM
879
Rockline Wealth Management
New York
$4.34M +$69.1K +245 +2%
JIP
880
Jaffetilchin Investment Partners
Florida
$4.34M +$55K +195 +1%
RPC
881
Rossmore Private Capital
Connecticut
$4.33M +$46.5K +165 +1%
BB
882
Bell Bank
North Dakota
$4.31M +$117K +416 +3%
GCM
883
Gables Capital Management
Florida
$4.3M +$59.2K +210 +1%
JFG
884
Jefferies Financial Group
New York
$4.29M +$1.45M +5,126 +51%
DWT
885
Dorsey & Whitney Trust
South Dakota
$4.28M -$36.4K -129 -0.8%
FSA
886
Financial Security Advisor
Virginia
$4.27M -$27.6K -98 -0.6%
TCA
887
Transcend Capital Advisors
New Jersey
$4.27M +$39.2K +139 +0.9%
WANY
888
Wealthspire Advisors (New York)
New York
$4.26M -$100K -355 -2%
VA
889
Valmark Advisers
Ohio
$4.23M +$98.4K +349 +2%
PTB
890
Pioneer Trust Bank
Oregon
$4.22M -$311K -1,102 -7%
MWM
891
Mattern Wealth Management
Kansas
$4.21M -$1.41K -5 -0%
MCCP
892
Mission Creek Capital Partners
California
$4.21M +$88.2K +313 +2%
CC
893
Chicago Capital
Illinois
$4.2M -$394K -1,398 -9%
HRC
894
Hoertkorn Richard Charles
$4.19M -$14.1K -50 -0.3%
GWM
895
Geneos Wealth Management
Colorado
$4.16M +$50.2K +178 +1%
FPAS
896
Focus Partners Advisor Solutions
Missouri
$4.16M +$2.38M +8,443 +134%
TTWM
897
TCV Trust & Wealth Management
Virginia
$4.15M -$35K -124 -0.8%
CB
898
Community Bank
New York
$4.15M -$95.6K -339 -2%
DAS
899
Diversify Advisory Services
Utah
$4.14M +$4.14M +14,786 New
Impax Asset Management Group
900
Impax Asset Management Group
United Kingdom
$4.14M -$386K -1,369 -9%
34 35
36
37 38