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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 %
DC
1901
DeDora Capital
California
$855K -$1.69K -6 -0.2%
PWA
1902
Primoris Wealth Advisors
Florida
$854K -$349K -1,239 -29%
TGAM
1903
TBH Global Asset Management
Tennessee
$852K +$103K +367 +14%
DPI
1904
Diversified Portfolios Inc
Michigan
$851K +$1.13K +4 +0.1%
SAM
1905
S.A. Mason
Michigan
$850K +$2.26K +8 +0.3%
OC
1906
Oarsman Capital
Wisconsin
$849K -$74.2K -263 -8%
WCM
1907
WealthBridge Capital Management
Ohio
$849K – – –
CAM
1908
Cidel Asset Management
Ontario, Canada
$848K +$1.13K +4 +0.1%
QC
1909
Quent Capital
New York
$848K +$79.5K +282 +10%
CFP
1910
Catalyst Financial Partners
Massachusetts
$847K +$20.8K +77 +3%
MUAMU
1911
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$846K -$1.41M -5,000 -63%
BC
1912
Blackhill Capital
New Jersey
$846K – – –
FSWA
1913
Financial Synergies Wealth Advisors
Texas
$846K +$81.5K +289 +11%
OFS
1914
OneAscent Financial Services
Alabama
$843K -$39.7K -141 -5%
MAM
1915
Meeder Asset Management
Ohio
$841K -$8.26M -29,279 -91%
GAM
1916
Gould Asset Management
California
$839K -$21.1K -75 -2%
GFS
1917
GYL Financial Synergies
Connecticut
$838K +$44K +156 +6%
KP
1918
Keel Point
Alabama
$837K +$99.5K +353 +13%
QWM
1919
Quadcap Wealth Management
Texas
$837K -$197K -699 -19%
SMA
1920
Sage Mountain Advisors
Georgia
$837K +$95.9K +340 +13%
RBFC
1921
Roman Butler Fullerton & Co
Missouri
$836K -$17.1K -62 -2%
HI
1922
Human Investing
Oregon
$835K -$24.8K -88 -3%
HDIM
1923
Hanson & Doremus Investment Management
Vermont
$835K +$17.8K +63 +2%
WAG
1924
Winthrop Advisory Group
Massachusetts
$833K +$4.23K +15 +0.5%
ZF
1925
Zhang Financial
Michigan
$831K +$282 +1 +0%
75 76
77
78 79