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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 %
MWM
1376
Modern Wealth Management
Kansas
$1.82M +$867K +3,075 +91%
WP
1377
WealthShield Partners
North Carolina
$1.82M -$64.6K -229 -3%
AWE
1378
Avidian Wealth Enterprises
Texas
$1.81M +$778K +2,758 +75%
HAC
1379
Harbor Advisory Corp
New Hampshire
$1.81M -$376K -1,335 -17%
MFWP
1380
Mosaic Family Wealth Partners
Missouri
$1.81M +$1.97K +7 +0.1%
A
1381
AlphaQuest
New York
$1.8M +$1.8M +6,386 New
SFG
1382
SevenBridge Financial Group
Pennsylvania
$1.8M +$15.4K +57 +0.9%
KA
1383
Kovack Advisors
Florida
$1.8M +$388K +1,377 +28%
VAS
1384
Vestmark Advisory Solutions
Massachusetts
$1.8M +$140K +497 +8%
FCFC
1385
First Commonwealth Financial Corp
Pennsylvania
$1.79M +$191K +678 +12%
SAM
1386
Secure Asset Management
Michigan
$1.79M +$196K +694 +12%
TCM
1387
Traynor Capital Management
Pennsylvania
$1.79M +$144K +512 +9%
AB
1388
Atlas Brown
Kentucky
$1.79M +$144K +509 +9%
TBNY
1389
Trustco Bank (New York)
New York
$1.78M -$28.2K -100 -2%
FIM
1390
Fernwood Investment Management
Massachusetts
$1.78M -$4.79K -17 -0.3%
VDI
1391
Vaughan David Investments
Illinois
$1.78M +$125K +442 +8%
EWM
1392
Evermay Wealth Management
Virginia
$1.78M -$1.69K -6 -0.1%
SMC
1393
Smith, Moore & Co
Missouri
$1.78M – – –
KWA
1394
Kingswood Wealth Advisors
California
$1.78M -$47.1K -167 -3%
SAM
1395
Smartleaf Asset Management
Massachusetts
$1.78M +$699K +2,480 +65%
ZIG
1396
Zullo Investment Group
Pennsylvania
$1.77M -$34.7K -123 -2%
FWM
1397
Foguth Wealth Management
Michigan
$1.77M +$1.77M +6,271 New
TA
1398
TruWealth Advisors
Louisiana
$1.77M +$44K +156 +3%
AI
1399
Arvest Investments
Arkansas
$1.76M +$1.67M +5,931 +1,825%
NA
1400
Navellier & Associates
Nevada
$1.76M -$27.6K -98 -2%
54 55
56
57 58