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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 %
NFG
1226
Nadler Financial Group
Illinois
$2.3M +$1.07M +3,780 +87%
JFGIW
1227
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M -$238K -845 -9%
VAS
1228
Valicenti Advisory Services
New York
$2.29M +$141K +501 +7%
IIM
1229
Ipswich Investment Management
Massachusetts
$2.28M – – –
PA
1230
Procyon Advisors
Connecticut
$2.28M -$95.9K -340 -4%
WCA
1231
Westover Capital Advisors
Delaware
$2.28M -$37.5K -133 -2%
EHWM
1232
Eads & Heald Wealth Management
Georgia
$2.27M -$160K -566 -7%
SCM
1233
SOL Capital Management
Maryland
$2.27M -$98.7K -350 -4%
JAFL
1234
Jay A. Fishman Ltd
Michigan
$2.27M -$64.6K -229 -3%
APWM
1235
Argonautica Private Wealth Management
Massachusetts
$2.27M +$2.27M +8,058 New
TAM
1236
Tealwood Asset Management
Minnesota
$2.27M +$17.8K +63 +0.8%
SEP
1237
Southland Equity Partners
Missouri
$2.26M +$709K +2,514 +46%
EW
1238
Evoke Wealth
California
$2.26M +$2.26M +8,018 New
KFI
1239
Key Financial Inc
Pennsylvania
$2.26M – – –
IW
1240
Imprint Wealth
South Carolina
$2.26M +$754K +2,689 +50%
FWM
1241
Finer Wealth Management
Massachusetts
$2.26M +$202K +715 +10%
EWA
1242
Etesian Wealth Advisors
Oregon
$2.25M -$23.4K -83 -1%
CIAS
1243
Capital Investment Advisory Services
North Carolina
$2.25M -$92.5K -328 -4%
MPPW
1244
Mitchell & Pahl Private Wealth
Oklahoma
$2.25M +$59.8K +212 +3%
AIMA
1245
Ables Iannone Moore & Associates
Georgia
$2.25M -$7.61K -27 -0.3%
CCA
1246
Cobblestone Capital Advisors
New York
$2.25M +$127K +450 +6%
GFPC
1247
Global Financial Private Client
Florida
$2.24M +$23.3K +83 +1%
LRPA
1248
L. Roy Papp & Associates
Arizona
$2.24M +$16.6K +59 +0.7%
IGGA
1249
Iron Gate Global Advisors
Utah
$2.23M -$478K -1,707 -18%
CBT
1250
CoreFirst Bank & Trust
Kansas
$2.23M -$5.64K -20 -0.3%
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