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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 %
ECM
1001
Evergreen Capital Management
Washington
$3.43M +$105K +374 +3%
CW
1002
CreativeOne Wealth
Kansas
$3.43M +$488K +1,730 +17%
GC
1003
Grimes & Company
Massachusetts
$3.43M +$5.36K +19 +0.2%
DMC
1004
Drexel Morgan & Co
Pennsylvania
$3.42M +$35.5K +126 +1%
MSAM
1005
Moloney Securities Asset Management
Missouri
$3.42M -$33K -117 -1%
WPW
1006
Waldron Private Wealth
Pennsylvania
$3.41M +$65.4K +232 +2%
ATC
1007
Adirondack Trust Company
New York
$3.41M -$24.2K -86 -0.7%
MNBTD
1008
Moody National Bank Trust Division
Texas
$3.39M +$16.6K +59 +0.5%
MCWS
1009
McKinley Carter Wealth Services
West Virginia
$3.38M -$16.1K -57 -0.5%
BHPW
1010
Beverly Hills Private Wealth
California
$3.37M +$52.2K +185 +2%
AIP
1011
Ameritas Investment Partners
Nebraska
$3.37M -$54.1K -192 -2%
FIA
1012
Foundations Investment Advisors
Arizona
$3.36M -$39.8K -141 -1%
NF
1013
Nikulski Financial
Iowa
$3.36M +$146K +518 +5%
ACM
1014
AlphaStar Capital Management
North Carolina
$3.34M +$258K +914 +8%
VCA
1015
Verdence Capital Advisors
Maryland
$3.33M -$154K -545 -4%
CP
1016
Cumberland Partners
Ontario, Canada
$3.32M +$1.18M +4,170 +55%
IMCOOI
1017
Investment Management Corp of Ontario (IMCO)
Canada
$3.3M -$1.49M -5,300 -31%
ACP
1018
Aviance Capital Partners
Florida
$3.3M +$2.41M +8,538 +270%
DA
1019
DCM Advisors
New York
$3.3M -$39.5K -140 -1%
HZ
1020
Hixon Zuercher
Ohio
$3.28M +$114K +405 +4%
CA
1021
CoreCap Advisors
Michigan
$3.26M +$230K +815 +8%
PBK
1022
Peoples Bank (Kansas)
Kansas
$3.26M -$40.9K -145 -1%
FHB
1023
First Hawaiian Bank
Hawaii
$3.26M -$509K -1,806 -14%
FFA
1024
Farther Finance Advisors
California
$3.26M +$212K +756 +7%
NEAM
1025
New England Asset Management
Connecticut
$3.25M -$1.6M -5,690 -33%
39 40
41
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