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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 %
CAAS
1751
Capital Asset Advisory Services
Michigan
$1.03M -$224K -839 -18%
CBA
1752
Coastal Bridge Advisors
Connecticut
$1.03M +$564 +2 +0.1%
GP
1753
Greenline Partners
New York
$1.03M – – –
CCM
1754
Compass Capital Management
Minnesota
$1.03M – – –
BBNB
1755
Baker Boyer National Bank
Washington
$1.03M -$107K -381 -9%
CG
1756
Corundum Group
Colorado
$1.03M -$19.5K -69 -2%
WP
1757
WealthPLAN Partners
Nebraska
$1.03M -$51.6K -183 -5%
RW
1758
Rede Wealth
Virginia
$1.03M +$282 +1 +0%
APWA
1759
Atlas Private Wealth Advisors
New Jersey
$1.03M -$1.19M -4,214 -54%
HGERS
1760
Householder Group Estate & Retirement Specialist
Arizona
$1.03M -$7.62K -27 -0.7%
PWA
1761
Prairie Wealth Advisors
Nebraska
$1.03M +$1.03M +3,641 New
IFWM
1762
Institute for Wealth Management
Colorado
$1.03M -$13.3K -47 -1%
TSWM
1763
Triangle Securities Wealth Management
North Carolina
$1.03M -$7.05K -25 -0.7%
CastleKeep Investment Advisors
1764
CastleKeep Investment Advisors
Connecticut
$1.03M -$159K -563 -13%
RCM
1765
RNC Capital Management
California
$1.02M -$1.21M -4,298 -54%
CGIM
1766
Capital Group Investment Management
Singapore
$1.02M +$520K +1,843 +103%
CAWM
1767
Capital Advisors Wealth Management
Washington
$1.02M -$41.4K -147 -4%
BWP
1768
BSW Wealth Partners
Colorado
$1.02M -$25.1K -89 -2%
CVA
1769
Central Valley Advisors
California
$1.02M -$2.82K -10 -0.3%
TA
1770
Townsend & Associates
Colorado
$1.02M – – –
OIS
1771
Okabena Investment Services
Minnesota
$1.02M -$43.1K -153 -4%
ERIM
1772
Eagle Ridge Investment Management
Connecticut
$1.01M -$9.87K -35 -1%
NCM
1773
NCM Capital Management
New Jersey
$1.01M -$3.1K -11 -0.3%
IP
1774
Intellectus Partners
California
$1.01M -$27.6K -98 -3%
HWA
1775
Heartwood Wealth Advisors
Virginia
$1.01M – – –
69 70
71
72 73