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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 %
NCM
1626
Next Capital Management
New York
$1.24M +$76.1K +270 +7%
NB
1627
Northwest Bancshares
Pennsylvania
$1.24M +$76.7K +272 +7%
HFM
1628
Hartford Financial Management
Connecticut
$1.24M – – –
KW
1629
KWB Wealth
California
$1.24M -$125K -444 -9%
WAM
1630
Weatherly Asset Management
California
$1.23M +$10.7K +38 +0.9%
WCM
1631
Weik Capital Management
Pennsylvania
$1.23M -$24K -85 -2%
FA
1632
Faithward Advisors
Pennsylvania
$1.23M +$694K +2,460 +129%
WTA
1633
Washington Trust Advisors
Massachusetts
$1.23M +$564 +2 +0%
AIM
1634
Athena Investment Management
California
$1.23M – – –
CFS
1635
CRA Financial Services
New Jersey
$1.23M -$21.1K -75 -2%
AWM
1636
Accurate Wealth Management
Florida
$1.23M -$2.34M -8,619 -66%
PIA
1637
Pinion Investment Advisors
Kansas
$1.23M +$66.8K +237 +6%
PFA
1638
Pure Financial Advisors
California
$1.22M +$394K +1,397 +48%
APW
1639
Acima Private Wealth
Virginia
$1.22M – – –
LI
1640
Lafayette Investments
Maryland
$1.22M +$305K +1,082 +33%
WI
1641
WrapManager Inc
California
$1.22M +$79.5K +282 +7%
FWM
1642
Fairhaven Wealth Management
Illinois
$1.22M +$509K +1,806 +72%
KFS
1643
Keynote Financial Services
Connecticut
$1.22M +$1.22M +4,314 New
OIA
1644
Optimum Investment Advisors
Illinois
$1.21M – – –
TAM
1645
Todd Asset Management
Kentucky
$1.21M – – –
TWM
1646
Thrive Wealth Management
Pennsylvania
$1.21M -$45.1K -160 -4%
THWM
1647
Taylor Hoffman Wealth Management
Virginia
$1.21M -$66.5K -236 -5%
SFS
1648
Stiles Financial Services
Minnesota
$1.21M -$10.9K -39 -0.9%
KGC
1649
Kennon-Green & Company
Ohio
$1.21M +$168K +596 +16%
CTFG
1650
Capstone Triton Financial Group
Oklahoma
$1.21M +$57.5K +204 +5%
64 65
66
67 68