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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 %
CFSG
901
Community Financial Services Group
Vermont
$4.13M +$4.13M +14,636 New
DWM
902
Dorchester Wealth Management
Quebec, Canada
$4.12M -$141K -500 -3%
SAM
903
Synergy Asset Management
Washington
$4.12M +$1.18M +4,177 +40%
OIM
904
Opus Investment Management
Massachusetts
$4.12M – – –
NHC
905
Nicholas Hoffman & Company
Georgia
$4.11M -$209K -740 -5%
PI
906
PFG Investments
New York
$4.11M +$2.8M +9,918 +213%
AAM
907
Aureus Asset Management
Massachusetts
$4.09M +$3.48M +12,342 +567%
SCM
908
Silvant Capital Management
Georgia
$4.09M – – –
EH
909
Equitable Holdings
New York
$4.07M -$130K -460 -3%
WA
910
Waverly Advisors
Alabama
$4.07M +$2.51M +8,912 +161%
CSPIA
911
Cary Street Partners Investment Advisory
Virginia
$4.06M -$85.7K -304 -2%
DAC
912
Dividend Assets Capital
South Carolina
$4.06M +$115K +408 +3%
MIM
913
Marco Investment Management
Georgia
$4.05M +$399K +1,414 +11%
GRP
914
Global Retirement Partners
California
$4.05M -$106K -377 -3%
ST
915
Spinnaker Trust
Maine
$4.05M +$1.97K +7 +0%
GL
916
GHE LLC
Tennessee
$4.05M +$7.61K +27 +0.2%
IWA
917
Icon Wealth Advisors
Texas
$4.04M +$379K +1,343 +10%
PL
918
Parthenon LLC
Kentucky
$4.04M +$28.2K +100 +0.7%
AF
919
Alerus Financial
North Dakota
$4.03M +$4.03M +14,293 New
PA
920
Parallel Advisors
California
$4.02M +$293K +1,039 +8%
CT
921
Clearstead Trust
Maine
$4.01M -$185K -656 -4%
DIM
922
DLK Investment Management
California
$3.99M +$164K +580 +4%
HSA
923
HBK Sorce Advisory
Pennsylvania
$3.99M +$11.6K +41 +0.3%
CT
924
Coastline Trust
Rhode Island
$3.98M -$21.1K -75 -0.5%
AIM
925
Anchor Investment Management
South Carolina
$3.98M +$30.2K +107 +0.8%
35 36
37
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