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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 %
SSWM
1276
Smith Salley Wealth Management
North Carolina
$2.17M -$840K -2,979 -28%
EAM
1277
Empirical Asset Management
Massachusetts
$2.17M +$1.56M +5,535 +257%
CAM
1278
Cypress Asset Management
Texas
$2.17M -$89.5K -307 -4%
BJL
1279
Brighton Jones LLC
Washington
$2.16M +$253K +896 +13%
OF
1280
Outfitter Financial
Maine
$2.15M -$31K -110 -1%
AWP
1281
Ascent Wealth Partners
New York
$2.15M +$33.8K +120 +2%
LA
1282
Lindenwold Advisors
Pennsylvania
$2.14M +$841K +2,983 +65%
HH
1283
Hilltop Holdings
Texas
$2.14M -$7.05K -25 -0.3%
RSVP
1284
Ramsay Stattman Vela & Price
Colorado
$2.13M -$4.23K -15 -0.2%
EWM
1285
EPG Wealth Management
Georgia
$2.13M +$27.3K +97 +1%
WA1
1286
Wimmer Associates 1
California
$2.13M +$19.7K +70 +0.9%
UOC
1287
UBS O'Connor
Illinois
$2.11M +$2.11M +7,500 New
AWAG
1288
ARS Wealth Advisors Group
Florida
$2.11M -$55.3K -196 -3%
AIS
1289
AM Investment Strategies
Tennessee
$2.11M -$78.9K -280 -4%
DT
1290
Diversified Trust
Tennessee
$2.11M -$2.11M -7,499 -50%
SFO
1291
Stokes Family Office
Louisiana
$2.1M -$141K -501 -6%
CRC
1292
Curi RMB Capital
Illinois
$2.09M +$288K +1,023 +16%
TWM
1293
Tradition Wealth Management
Minnesota
$2.08M -$14.4K -51 -0.7%
NFC
1294
Northeast Financial Consultants
Connecticut
$2.08M +$48.5K +172 +2%
WSTAM
1295
Wilbanks Smith & Thomas Asset Management
Virginia
$2.08M -$53.6K -190 -3%
CPSC
1296
Carl P. Sherr & Co
Massachusetts
$2.07M -$169K -598 -8%
BONH
1297
Bank of New Hampshire
New Hampshire
$2.07M – – –
MJRIC
1298
Mogy Joel R Investment Counsel
California
$2.07M – – –
SIA
1299
Schechter Investment Advisors
Michigan
$2.07M -$3.38K -12 -0.2%
FFO
1300
Fortitude Family Office
Arizona
$2.07M -$25.4K -90 -1%
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