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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 %
EFG
1651
Ethos Financial Group
Pennsylvania
$1.2M +$57.5K +204 +5%
DA
1652
Doliver Advisors
Texas
$1.2M -$16.6K -59 -1%
FCAS
1653
First Command Advisory Services
Texas
$1.19M -$36.3K -129 -3%
IWA
1654
IBEX Wealth Advisors
New Jersey
$1.19M +$1.19M +4,507 New
VIG
1655
Vienna Insurance Group
Poland
$1.19M -$80.1K -284 -6%
SIM
1656
Sentry Investment Management
Wisconsin
$1.19M – – –
EBT
1657
Enterprise Bank & Trust
Massachusetts
$1.19M +$7.61K +27 +0.6%
JC
1658
Joho Capital
New York
$1.18M – – –
RCM
1659
Radnor Capital Management
Pennsylvania
$1.18M -$45.7K -162 -4%
EDRIA
1660
Edmonds Duncan Registered Investment Advisors
Kansas
$1.18M – – –
RAM
1661
Readystate Asset Management
Illinois
$1.18M +$1.18M +4,175 New
RWA
1662
River Wealth Advisors
Pennsylvania
$1.17M -$28.8K -102 -2%
AWCI
1663
Alpine Woods Capital Investors
New York
$1.17M +$1.17M +4,300 New
NFSG
1664
Newbridge Financial Services Group
Florida
$1.17M +$480K +1,704 +69%
HCM
1665
HMS Capital Management
Tennessee
$1.17M -$80.6K -286 -6%
RFG
1666
Range Financial Group
Oregon
$1.16M +$39.2K +139 +3%
FFG
1667
Fortem Financial Group
California
$1.16M +$28.2K +100 +2%
OCM
1668
One Capital Management
California
$1.16M -$69.4K -246 -6%
GC
1669
Gilbert & Cook
Iowa
$1.16M -$75.6K -268 -6%
MRCM
1670
M&R Capital Management
New Jersey
$1.16M +$24.2K +86 +2%
APW
1671
Aurora Private Wealth
New Jersey
$1.16M -$9.25K -33 -0.8%
HKAM
1672
Horizon Kinetics Asset Management
New York
$1.16M – – –
OCM
1673
Orser Capital Management
Texas
$1.16M +$50.5K +179 +5%
MM
1674
MQS Management
New York
$1.15M +$900K +3,192 +357%
SSWM
1675
Sheets Smith Wealth Management
North Carolina
$1.15M +$2.82K +10 +0.2%
65 66
67
68 69