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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 %
ECG
1826
Edge Capital Group
Georgia
$946K -$18.9K -67 -2%
PSB
1827
Piscataqua Savings Bank
New Hampshire
$944K -$20.3K -72 -2%
AG
1828
AIA Group
Hong Kong
$944K +$944K +3,348 New
WF
1829
Warner Financial
Maryland
$943K -$24K -85 -2%
AWG
1830
Altus Wealth Group
Colorado
$940K +$25.9K +92 +3%
BWA
1831
Blodgett Wealth Advisors
California
$939K +$10.4K +37 +1%
FRA
1832
Front Row Advisors
California
$939K +$92.8K +329 +11%
PG
1833
Patten Group
Tennessee
$938K -$6.49K -23 -0.7%
WAL
1834
W Advisors LLC
Tennessee
$938K +$3.1K +11 +0.3%
PPWP
1835
Proquility Private Wealth Partners
Nevada
$936K -$33.3K -118 -3%
CANY
1836
Caxton Associates (New York)
New York
$934K – – –
RWMG
1837
Redwood Wealth Management Group
New Jersey
$930K -$65.7K -233 -7%
GBT
1838
Grove Bank & Trust
Florida
$930K -$125K -445 -12%
RDWM
1839
Red Door Wealth Management
Tennessee
$929K -$11.3K -40 -1%
PMSA
1840
Patrick M. Sweeney & Associates
Illinois
$929K +$16.4K +58 +2%
APG
1841
Abacus Planning Group
South Carolina
$927K -$24.5K -87 -3%
VCWA
1842
Vanguard Capital Wealth Advisors
Colorado
$926K +$31.3K +111 +3%
CFFP
1843
Center for Financial Planning
Michigan
$925K +$23.4K +83 +3%
PWMG
1844
Prestige Wealth Management Group
New Jersey
$924K -$18.9K -67 -2%
LC
1845
Landaas & Company
Wisconsin
$924K -$53.3K -189 -5%
TCM
1846
Twin Capital Management
Pennsylvania
$923K +$13.3K +47 +1%
JWM
1847
Jeppson Wealth Management
California
$923K -$84.6K -300 -8%
VIM
1848
Vinva Investment Management
Australia
$921K -$3.11M -11,017 -77%
CJL
1849
Cyrus J. Lawrence
New York
$921K +$921K +3,269 New
AC
1850
AlphaCore Capital
California
$921K +$179K +635 +24%
72 73
74
75 76