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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 %
NG
1526
Norden Group
Utah
$1.43M +$344K +1,219 +32%
FAG
1527
Financial Advisory Group
Texas
$1.43M +$2.82K +10 +0.2%
VWM
1528
Venturi Wealth Management
Texas
$1.43M +$38.9K +138 +3%
MA
1529
MCF Advisors
Kentucky
$1.42M -$14.4K -51 -1%
CFMC
1530
Curbstone Financial Management Corp
New Hampshire
$1.42M – – –
RL
1531
Rogco LP
Oklahoma
$1.42M +$140K +497 +11%
LCM
1532
Leisure Capital Management
California
$1.42M -$54.1K -192 -4%
PPWP
1533
Premier Path Wealth Partners
New Jersey
$1.41M +$12.7K +45 +0.9%
PWP
1534
Precedent Wealth Partners
Texas
$1.41M +$86.6K +307 +7%
ITIM
1535
Indiana Trust & Investment Management
Indiana
$1.41M -$49.3K -175 -3%
SP
1536
Successful Portfolios
Florida
$1.4M +$9.31K +33 +0.7%
TW
1537
Transform Wealth
Colorado
$1.4M -$40.9K -145 -3%
HA
1538
Herold Advisors
New York
$1.4M +$24.8K +88 +2%
BCM
1539
Brown Capital Management
Maryland
$1.4M – – –
NAMP
1540
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.4M +$26.8K +95 +2%
FFA
1541
Founders Financial Alliance
North Carolina
$1.39M -$13.5K -48 -1%
BFM
1542
Boothbay Fund Management
New York
$1.39M -$29.3K -104 -2%
AWA
1543
Aaron Wealth Advisors
Illinois
$1.38M +$223K +790 +19%
IIA
1544
Integral Investment Advisors
California
$1.38M +$469K +1,664 +51%
IF
1545
Integrity Financial
Wyoming
$1.38M – – –
VWA
1546
Visionary Wealth Advisors
Illinois
$1.38M -$15.2K -54 -1%
ISWM
1547
Independent Solutions Wealth Management
New York
$1.38M +$98.4K +349 +8%
MFG
1548
Magnus Financial Group
New York
$1.38M +$84.3K +299 +7%
SA
1549
SRN Advisors
Pennsylvania
$1.38M +$65.4K +232 +5%
RG
1550
Richelieu Gestion
France
$1.38M -$208K -739 -13%
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