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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 %
FNWA
1701
Financial Network Wealth Advisors
Utah
$1.11M +$5.08K +18 +0.5%
BFA
1702
Bill Few Associates
Pennsylvania
$1.1M – – –
SWA
1703
Sax Wealth Advisors
New Jersey
$1.1M +$282 +1 +0%
WSCM
1704
Wellington Shields Capital Management
New York
$1.1M +$11.3K +40 +1%
PWS
1705
Private Wealth Strategies
Ohio
$1.1M +$846 +3 +0.1%
PAM
1706
Paradigm Asset Management
New York
$1.1M – – –
CPA
1707
Cardiff Park Advisors
California
$1.1M -$45.1K -160 -4%
PFBT
1708
Parkside Financial Bank & Trust
Missouri
$1.1M +$21.7K +77 +2%
GWANC
1709
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.09M +$10.7K +38 +1%
FIM
1710
Freedom Investment Management
Connecticut
$1.09M -$34.1K -121 -3%
STAS
1711
Strong Tower Advisory Services
Minnesota
$1.09M +$123K +440 +13%
IA
1712
Insight Advisors
Pennsylvania
$1.09M +$18.9K +67 +2%
OW
1713
Olistico Wealth
Oklahoma
$1.09M +$99K +351 +10%
WWM
1714
Wolff Wiese Magana
California
$1.09M +$10.4K +37 +1%
CA
1715
Continuum Advisory
Idaho
$1.08M -$203K -758 -16%
PFP
1716
Paragon Financial Partners
California
$1.07M +$564 +2 +0.1%
CSC
1717
Caldwell Sutter Capital
California
$1.07M -$564 -2 -0.1%
GD
1718
Grandfield & Dodd
New York
$1.07M -$7.33K -26 -0.7%
SPWM
1719
Schrum Private Wealth Management
Florida
$1.07M +$205K +726 +24%
MA
1720
MKT Advisors
California
$1.07M -$1.34K -5 -0.1%
SIC
1721
Sterling Investment Counsel
New York
$1.07M +$39.2K +139 +4%
IGAM
1722
iA Global Asset Management
Quebec, Canada
$1.07M +$740K +2,624 +226%
SFI
1723
SPC Financial Inc
Maryland
$1.07M -$31.9K -113 -3%
CCA
1724
Cottonwood Capital Advisors
Utah
$1.06M +$41.8K +157 +4%
AF
1725
Advisornet Financial
Minnesota
$1.06M -$54.1K -192 -5%
67 68
69
70 71