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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 %
HWM
1726
Horizon Wealth Management
Illinois
$1.06M +$379K +1,343 +56%
MA
1727
MONECO Advisors
Connecticut
$1.06M -$49.9K -177 -5%
WDG
1728
Wealth Dimensions Group
Ohio
$1.05M – – –
AIS
1729
American Investment Services
Massachusetts
$1.05M +$6.2K +22 +0.6%
PWC
1730
PYA Waltman Capital
Tennessee
$1.05M +$16.4K +58 +2%
WMA
1731
West Michigan Advisors
Michigan
$1.05M -$144K -509 -12%
HI
1732
Hendershot Investments
Virginia
$1.05M -$28.8K -102 -3%
AC
1733
Avestar Capital
New York
$1.05M +$190K +672 +22%
AAM
1734
AMI Asset Management
California
$1.05M -$45.7K -162 -4%
DA
1735
Dover Advisors
Virginia
$1.05M +$500K +1,772 +91%
MA
1736
MBA Advisors
Pennsylvania
$1.05M -$22K -78 -2%
TCOO
1737
Trust Company of Oklahoma
Oklahoma
$1.05M -$96.7K -343 -8%
EFG
1738
Everhart Financial Group
Ohio
$1.04M -$123K -435 -11%
RCM
1739
Raleigh Capital Management
North Carolina
$1.04M -$3.1K -11 -0.3%
WAG
1740
Wiser Advisor Group
Arizona
$1.04M -$5.95K -21 -0.6%
RIG
1741
Renaissance Investment Group
Massachusetts
$1.04M -$29.3K -104 -3%
EFMC
1742
Empire Financial Management Company
New York
$1.04M +$539K +1,912 +107%
PCA
1743
Prosperity Capital Advisors
Ohio
$1.04M +$501K +1,778 +93%
EIA
1744
Eldridge Investment Advisors
New Hampshire
$1.04M – – –
GIM
1745
Goelzer Investment Management
Indiana
$1.04M -$1.69K -6 -0.2%
GCM
1746
Gladius Capital Management
Illinois
$1.04M +$1.04M +3,678 New
EM
1747
ELCO Management
New York
$1.04M -$65.4K -232 -6%
FFA
1748
Fragasso Financial Advisors
Pennsylvania
$1.04M +$13K +46 +1%
AAG
1749
Armstrong Advisory Group
Massachusetts
$1.03M – – –
IFS
1750
Intelligent Financial Strategies
Minnesota
$1.03M – – –
68 69
70
71 72