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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 %
PP
1851
PDS Planning
Ohio
$920K +$4.51K +16 +0.5%
FAB
1852
First American Bank
Illinois
$919K -$62K -220 -6%
UW
1853
Unique Wealth
Florida
$916K – – –
IWA
1854
Inspirion Wealth Advisors
Illinois
$916K -$22.8K -81 -2%
MA
1855
MJP Associates
Connecticut
$912K +$279K +990 +44%
FFA
1856
Fortune Financial Advisors
Kansas
$911K +$846 +3 +0.1%
Acadian Asset Management
1857
Acadian Asset Management
Massachusetts
$908K -$5.79M -20,555 -86%
RFS
1858
Richardson Financial Services
Massachusetts
$907K +$41.4K +147 +5%
AL
1859
Aspiriant LLC
California
$907K +$24.5K +87 +3%
EAM
1860
Evanson Asset Management
California
$907K +$14.9K +53 +2%
LOPW
1861
Live Oak Private Wealth
North Carolina
$907K -$1.13K -4 -0.1%
MCM
1862
Monument Capital Management
Virginia
$905K -$73.6K -261 -8%
AP
1863
Atwood & Palmer
Missouri
$903K +$17.8K +63 +2%
CWM
1864
Cahaba Wealth Management
Georgia
$903K -$11K -39 -1%
COCM
1865
Charter Oak Capital Management
New Hampshire
$903K +$33.3K +118 +4%
PAM
1866
Pinpoint Asset Management
Hong Kong
$903K +$903K +3,202 New
MAWA
1867
Moss Adams Wealth Advisors
Washington
$899K +$500K +1,772 +125%
WIC
1868
Wilkins Investment Counsel
Massachusetts
$899K +$476K +1,689 +113%
LSC
1869
Lesa Sroufe & Co
Washington
$899K – – –
PP
1870
Pingora Partners
Wyoming
$898K +$42.9K +152 +5%
PWP
1871
Phillips Wealth Planners
Mississippi
$897K -$143K -537 -14%
CA
1872
Cornerstone Advisory
Maryland
$896K +$91.1K +323 +11%
SCI
1873
Stableford Capital II
Arizona
$895K +$55.5K +197 +7%
UAML
1874
US Asset Management LLC
Pennsylvania
$894K -$11.8K -42 -1%
T
1875
TOBAM
France
$891K – – –
73 74
75
76 77