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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 %
KFA
1876
Kelleher Financial Advisors
New York
$890K +$310K +1,100 +53%
ICM
1877
IMS Capital Management
Oregon
$889K – – –
FFG
1878
Frisch Financial Group
New York
$887K -$155K -551 -15%
APA
1879
Astoria Portfolio Advisors
New York
$886K +$117K +441 +15%
BAM
1880
Bosun Asset Management
Illinois
$886K -$58.6K -208 -6%
MFF
1881
Mango Five Family
Nevada
$882K – – –
SC
1882
Savoie Capital
Illinois
$882K +$882K +3,129 New
CRWM
1883
Castle Rock Wealth Management
California
$881K +$8.23K +30 +0.9%
NBT
1884
Northwest Bank & Trust
Iowa
$879K -$12.3K -45 -1%
PWM
1885
Partnership Wealth Management
Maryland
$878K – – –
SQA
1886
Simon Quick Advisors
New Jersey
$874K +$82.6K +293 +10%
RFA
1887
Rollins Financial Advisors
New York
$873K – – –
LAM
1888
LECAP Asset Management
United Kingdom
$871K +$871K +3,089 New
OTL
1889
Oak Thistle LLC
New York
$869K +$869K +3,081 New
GPA
1890
Garrison Point Advisors
California
$868K +$28.2K +100 +3%
HIF
1891
Hill Island Financial
Michigan
$867K – – –
HNB
1892
Hilltop National Bank
Wyoming
$867K +$867K +3,076 New
MYIA
1893
Mount Yale Investment Advisors
Colorado
$867K +$262K +931 +43%
HWP
1894
Highline Wealth Partners
California
$865K +$10.4K +37 +1%
CPC
1895
Consolidated Planning Corp
Georgia
$865K -$24K -85 -3%
KIG
1896
Kennedy Investment Group
New Jersey
$865K +$467K +1,655 +117%
WP
1897
Westmount Partners
California
$863K +$1.69K +6 +0.2%
BOM
1898
Bank of Marin
California
$862K -$135K -480 -14%
WB
1899
West Bancorporation
Iowa
$861K -$8.46K -30 -1%
MCWA
1900
Meadow Creek Wealth Advisors
Georgia
$858K -$13.8K -49 -2%
74 75
76
77 78