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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 %
GL
1076
Graypoint LLC
New York
$3.07M +$16.1K +57 +0.5%
WAP
1077
Wealthcare Advisory Partners
Pennsylvania
$3.06M +$603K +2,140 +25%
KCPG
1078
Kavar Capital Partners Group
Kansas
$3.06M -$2.42M -8,596 -44%
SHFP
1079
Second Half Financial Partners
Florida
$3.06M +$91.1K +323 +3%
DA
1080
Dillon & Associates
Michigan
$3.05M -$52.2K -185 -2%
PCA
1081
Pallas Capital Advisors
Massachusetts
$3.05M +$1.33M +4,735 +78%
JHCP
1082
Jackson Hole Capital Partners
Oklahoma
$3.03M +$167K +594 +6%
AWAU
1083
Alliance Wealth Advisors (Utah)
Utah
$3.03M +$213K +755 +8%
SFCM
1084
Savoir Faire Capital Management
Connecticut
$3.02M -$4.74M -16,810 -61%
CAG
1085
Csenge Advisory Group
Florida
$3.02M -$2.26K -8 -0.1%
AC
1086
AXQ Capital
New Jersey
$3.02M +$3.02M +10,700 New
OBWP
1087
O'Brien Wealth Partners
Massachusetts
$3.01M -$114K -405 -4%
KJWM
1088
Kiley Juergens Wealth Management
Washington
$3M -$27.6K -98 -0.9%
VWMG
1089
Virginia Wealth Management Group
Virginia
$2.99M +$5.64K +20 +0.2%
PFA
1090
Pathway Financial Advisers
Indiana
$2.99M -$91.6K -325 -3%
SC
1091
Sapient Capital
Indiana
$2.98M -$270K -959 -8%
SFP
1092
Sweet Financial Partners
Minnesota
$2.98M +$193K +683 +7%
CIA
1093
Citadel Investment Advisory
Ohio
$2.98M – – –
RWM
1094
RKL Wealth Management
Pennsylvania
$2.96M +$51.9K +184 +2%
PH
1095
Pinnacle Holdings
Oklahoma
$2.96M -$221K -785 -7%
P
1096
&Partners
Tennessee
$2.96M +$1.88M +6,662 +175%
RIA
1097
Realta Investment Advisors
Delaware
$2.95M +$354K +1,256 +14%
CCA
1098
Checchi Capital Advisers
California
$2.94M +$4.23K +15 +0.1%
FBT
1099
First Bankers Trust
Kentucky
$2.93M +$40.9K +145 +1%
NFG
1100
Nations Financial Group
Iowa
$2.92M -$49.6K -176 -2%
42 43
44
45 46