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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 %
AF
1351
Affiance Financial
Minnesota
$1.9M -$113K -400 -6%
ATI
1352
Act Two Investors
California
$1.89M +$28.2K +100 +2%
PWM
1353
Palumbo Wealth Management
New York
$1.89M +$176K +624 +10%
FWA
1354
FOCUS Wealth Advisors
Texas
$1.89M +$498K +1,768 +36%
UB
1355
Umpqua Bank
Oregon
$1.88M +$1.88M +6,666 New
GIP
1356
Granite Investment Partners
California
$1.88M -$12.7K -45 -0.7%
BP
1357
BBR Partners
New York
$1.87M +$817K +2,897 +77%
NAS
1358
Nicolet Advisory Services
Wisconsin
$1.87M +$89.2K +331 +5%
MMG
1359
Monetary Management Group
Missouri
$1.87M – – –
CAMV
1360
Concord Asset Management (Virginia)
Virginia
$1.87M +$352K +1,249 +23%
B
1361
Barings
North Carolina
$1.87M -$242K -858 -11%
WI
1362
Wintrust Investments
Illinois
$1.87M +$70.5K +250 +4%
FHA
1363
Flagship Harbor Advisors
Massachusetts
$1.86M +$3.1K +11 +0.2%
NG
1364
Northstar Group
New York
$1.86M +$564 +2 +0%
ORG
1365
Optimist Retirement Group
Washington
$1.86M +$39.8K +141 +2%
SW
1366
SkyOak Wealth
Michigan
$1.85M -$23.1K -82 -1%
FFA
1367
First Foundation Advisors
California
$1.85M +$624K +2,212 +51%
Dodge & Cox
1368
Dodge & Cox
California
$1.85M -$113K -400 -6%
CASB
1369
Cape Ann Savings Bank
Massachusetts
$1.85M -$13.3K -47 -0.7%
GWP
1370
Gen-Wealth Partners
Michigan
$1.84M +$1.84M +6,542 New
WC
1371
Westhampton Capital
North Carolina
$1.84M – – –
GFP
1372
Gryphon Financial Partners
Ohio
$1.84M +$178K +632 +11%
EFG
1373
Embree Financial Group
Illinois
$1.84M +$4.23K +15 +0.2%
MBT
1374
Montecito Bank & Trust
California
$1.83M -$87.1K -309 -5%
PWAM
1375
Pinnacle West Asset Management
Wyoming
$1.83M -$8.46K -30 -0.5%
53 54
55
56 57