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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 %
LCM
1776
LVM Capital Management
Michigan
$1M +$63.4K +225 +7%
MFC
1777
Morris Financial Concepts
South Carolina
$1M +$7.9K +28 +0.8%
HFA
1778
High Falls Advisors
New York
$1M – – –
KA
1779
KLCM Advisors
Wisconsin
$1M -$59.2K -210 -6%
LWL
1780
Leo Wealth LLC
Texas
$999K +$54.9K +195 +6%
WPA
1781
Winning Points Advisors
Florida
$999K – – –
JEST
1782
JTC Employer Solutions Trustee
Jersey
$999K – – –
ATC
1783
Advantage Trust Company
Kansas
$999K -$28.2K -100 -3%
BWM
1784
Buckley Wealth Management
Nevada
$997K -$2.82K -10 -0.3%
JCM
1785
Jag Capital Management
Missouri
$994K -$64.8K -230 -6%
FWM
1786
Forza Wealth Management
Florida
$993K – – –
CAM
1787
Cubic Asset Management
Massachusetts
$992K – – –
SP
1788
Symmetry Partners
Connecticut
$992K – – –
RCA
1789
Roberts Capital Advisors
Colorado
$992K +$992K +3,518 New
LI
1790
LMCG Investments
Massachusetts
$992K -$7.61K -27 -0.8%
DFA
1791
DHJJ Financial Advisors
Illinois
$990K – – –
DMBA
1792
Deseret Mutual Benefit Administrators
Utah
$987K -$69.1K -245 -7%
CBFP
1793
Cedar Brook Financial Partners
Ohio
$987K +$11.6K +41 +1%
PWM
1794
PBMares Wealth Management
Virginia
$986K +$25.1K +89 +3%
HCA
1795
Harbour Capital Advisors
Virginia
$984K +$8.33K +30 +0.9%
CWM
1796
Circle Wealth Management
New Jersey
$983K -$19.7K -70 -2%
ANBTV
1797
American National Bank & Trust (Virginia)
Virginia
$978K +$978K +3,469 New
BHCM
1798
Brevan Howard Capital Management
Jersey
$978K -$1.14M -4,030 -54%
TA
1799
Tectonic Advisors
Texas
$973K +$5.64K +20 +0.6%
AR
1800
Advisory Research
Illinois
$973K -$24.5K -87 -2%
70 71
72
73 74