MCD icon

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 %
FDS
1926
First Dallas Securities
Texas
$831K -$11.8K -42 -1%
PA
1927
PFG Advisors
Arizona
$828K +$2.82K +10 +0.3%
TT
1928
TI-Trust
Illinois
$827K -$9.02K -32 -1%
CC
1929
Corton Capital
Ontario, Canada
$825K -$386K -1,369 -32%
PMA
1930
Prudent Man Advisors
Illinois
$823K +$41.2K +146 +5%
ONST
1931
Old North State Trust
North Carolina
$822K +$822K +2,917 New
DAM
1932
Deltec Asset Management
New York
$822K – – –
IBOK
1933
Independence Bank of Kentucky
Kentucky
$821K +$10.7K +38 +1%
PP
1934
Pegasus Partners
Wisconsin
$821K +$463K +1,643 +129%
CG
1935
CFO4Life Group
Texas
$820K +$292K +1,036 +55%
WC
1936
Whitney & Co
New York
$819K -$6.2K -22 -0.8%
D
1937
Diversified
Delaware
$818K +$112K +398 +16%
BMWM
1938
Brown Miller Wealth Management
Virginia
$818K +$282 +1 +0%
IAP
1939
Indie Asset Partners
Indiana
$816K -$16.1K -57 -2%
AAS
1940
Annex Advisory Services
Wisconsin
$816K +$236K +838 +41%
HFS
1941
Heritage Financial Services
Massachusetts
$813K -$10.2K -36 -1%
PD
1942
Planning Directions
Pennsylvania
$813K +$4.79K +17 +0.6%
WIA
1943
Westbourne Investment Advisors
Maryland
$812K -$28.2K -100 -3%
PSFG
1944
Prairie Sky Financial Group
Illinois
$811K +$3.38K +12 +0.4%
SAM
1945
Strategy Asset Managers
California
$808K -$430K -1,524 -35%
MAM
1946
MWA Asset Management
Massachusetts
$806K -$3.1K -11 -0.4%
PPWM
1947
Paragon Private Wealth Management
Kentucky
$805K +$57.5K +204 +8%
FTIS
1948
First Trust Investment Solutions
Florida
$805K -$671K -2,380 -45%
CA
1949
CapWealth Advisors
Tennessee
$805K – – –
SWM
1950
Silverlake Wealth Management
Vermont
$805K -$16.1K -57 -2%
76 77
78
79 80