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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 %
ADIM
951
Alpha DNA Investment Management
Maryland
$3.78M +$1.94M +6,864 +105%
BHCM
952
Boulder Hill Capital Management
New York
$3.78M +$3.78M +13,400 New
QP
953
Quilter Plc
United Kingdom
$3.76M +$177K +626 +5%
HT
954
Heritage Trust
Oklahoma
$3.76M -$25.1K -89 -0.7%
VCP
955
Verus Capital Partners
Arizona
$3.74M -$120K -426 -3%
GIP
956
Greatmark Investment Partners
Georgia
$3.74M -$4.23K -15 -0.1%
TCWA
957
Turtle Creek Wealth Advisors
Texas
$3.72M +$705K +2,501 +23%
LSAG
958
Lake Street Advisors Group
New Hampshire
$3.72M -$26.2K -93 -0.7%
BCA
959
Bray Capital Advisors
Florida
$3.72M +$6.49K +23 +0.2%
PWP
960
Private Wealth Partners
California
$3.72M -$437K -1,551 -11%
MAS
961
Meeder Advisory Services
Ohio
$3.71M +$13K +46 +0.4%
EWM
962
Empirical Wealth Management
Washington
$3.69M +$280K +992 +8%
CAM
963
Carret Asset Management
New York
$3.67M -$27.9K -99 -0.8%
KCG
964
Kinsale Capital Group
Virginia
$3.65M +$794K +2,815 +28%
HNW
965
High Note Wealth
Minnesota
$3.65M +$144K +510 +4%
IC
966
Inscription Capital
Texas
$3.64M +$531K +1,882 +17%
HVP
967
Hudson Value Partners
Florida
$3.64M +$1.17M +4,149 +47%
KC
968
Kinloch Capital
Virginia
$3.62M +$178K +632 +5%
DCM
969
Delta Capital Management
New Jersey
$3.62M – – –
SCM
970
Schnieders Capital Management
California
$3.61M -$47.9K -170 -1%
TG
971
TCW Group
California
$3.61M -$488K -1,731 -12%
IA
972
IFP Advisors
Florida
$3.6M +$121K +429 +3%
HCM
973
Hengehold Capital Management
Ohio
$3.6M +$14.1K +50 +0.4%
FNBTCON
974
First National Bank & Trust Co of Newtown
Pennsylvania
$3.59M -$141K -500 -4%
JCM
975
Jacobi Capital Management
Pennsylvania
$3.58M -$19.5K -69 -0.5%
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