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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 %
IR
1401
IAT Reinsurance
New York
$1.76M – – –
CAI
1402
Capital Advisors Inc
Oklahoma
$1.76M +$72.2K +256 +4%
MIM
1403
Montgomery Investment Management
Maryland
$1.75M +$42.3K +150 +2%
PAG
1404
Powers Advisory Group
Illinois
$1.75M -$75K -266 -4%
BAM
1405
Boyar Asset Management
New York
$1.75M – – –
AWM
1406
Aries Wealth Management
Maine
$1.73M -$13.5K -48 -0.8%
TA
1407
TFG Advisers
Michigan
$1.73M -$9.31K -33 -0.5%
OPW
1408
Oxler Private Wealth
New York
$1.73M +$1.2M +4,240 +224%
SC
1409
Syon Capital
California
$1.73M -$1.61M -5,704 -48%
PGA
1410
Portland Global Advisors
Maine
$1.72M -$40K -142 -2%
HSWM
1411
Hubbell Strickland Wealth Management
Louisiana
$1.72M -$22.3K -79 -1%
EFA
1412
Evernest Financial Advisors
Indiana
$1.72M -$258K -948 -13%
MIM
1413
Morningstar Investment Management
Illinois
$1.72M – – –
AAP
1414
Arax Advisory Partners
Colorado
$1.72M -$49.9K -177 -3%
YDMI
1415
Y.D. More Investments
Israel
$1.71M +$344K +1,219 +25%
SAA
1416
Southeast Asset Advisors
Georgia
$1.71M +$2.26K +8 +0.1%
PCG
1417
PFC Capital Group
California
$1.71M – – –
RCM
1418
RMR Capital Management
California
$1.7M – – –
KIG
1419
Kowal Investment Group
Wisconsin
$1.7M -$21.1K -75 -1%
PWG
1420
Portside Wealth Group
Utah
$1.7M +$2.82K +10 +0.2%
DBRC
1421
D.B. Root & Company
Pennsylvania
$1.7M +$87.4K +310 +5%
VFM
1422
Viking Fund Management
North Dakota
$1.69M – – –
SC
1423
Schulhoff & Co
Ohio
$1.69M – – –
WCM
1424
Windsor Capital Management
Arizona
$1.69M +$4.23K +15 +0.3%
SWA
1425
SOA Wealth Advisors
New York
$1.68M -$5.08K -18 -0.3%
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