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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 %
DAM
1251
Delta Asset Management
Tennessee
$2.23M +$54.1K +192 +2%
WP
1252
Wealthspan Partners
Iowa
$2.22M +$20.6K +73 +0.9%
SIAG
1253
Signet Investment Advisory Group
Rhode Island
$2.22M +$250K +888 +13%
CASC
1254
Coppell Advisory Solutions Corp
Texas
$2.22M +$2.22M +7,865 New
LAIC
1255
Lederer & Associates Investment Counsel
California
$2.22M -$69.4K -246 -3%
CB
1256
CNB Bank
Pennsylvania
$2.21M -$110K -389 -5%
CC
1257
Cypress Capital
Tennessee
$2.21M -$174K -616 -7%
UCB
1258
United Community Bank
South Carolina
$2.21M -$61.7K -219 -3%
FMB
1259
Field & Main Bank
Kentucky
$2.2M -$9.3K -33 -0.4%
AAIM
1260
Asset Advisors Investment Management
Georgia
$2.2M -$291K -1,033 -12%
JC
1261
JB Capital
Connecticut
$2.2M +$19.5K +69 +0.9%
SCM
1262
Shelton Capital Management
Colorado
$2.2M -$183K -650 -8%
JMFC
1263
J.M. Forbes & Co
Massachusetts
$2.2M – – –
CWP
1264
Concord Wealth Partners
Virginia
$2.19M +$428K +1,518 +24%
AFP
1265
Ausdal Financial Partners
Iowa
$2.19M -$159K -565 -7%
HT
1266
Headlands Technologies
Illinois
$2.18M +$2.18M +7,749 New
CI
1267
Cigna Investments
Connecticut
$2.18M -$8.74K -31 -0.4%
CCIA
1268
Campbell & Co Investment Adviser
Maryland
$2.18M +$2.18M +7,730 New
JWM
1269
JGP Wealth Management
Oregon
$2.18M -$121K -430 -5%
SFI
1270
Siemens Fonds Invest
Germany
$2.17M -$98.7K -350 -4%
WWM
1271
WT Wealth Management
Arizona
$2.17M +$222K +789 +11%
PI
1272
Pettee Investors
Connecticut
$2.17M – – –
BHA
1273
Beech Hill Advisors
New York
$2.17M +$282K +1,000 +15%
PMG
1274
ProVise Management Group
Florida
$2.17M -$216K -766 -9%
JPMIA
1275
J.P. Marvel Investment Advisors
Massachusetts
$2.17M – – –
49 50
51
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