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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 %
FFC
1976
First Financial Corp
Indiana
$777K -$257K -911 -25%
PTC
1977
Philadelphia Trust Company
Pennsylvania
$776K -$49.3K -175 -6%
BWP
1978
Balboa Wealth Partners
Arizona
$775K -$286K -1,016 -27%
FCFC
1979
First Citizens Financial Corp
Iowa
$775K +$4.23K +15 +0.5%
CG
1980
Clarus Group
Texas
$774K -$35.3K -125 -4%
MW
1981
MBL Wealth
North Carolina
$773K -$86K -305 -10%
PCS
1982
Personal CFO Solutions
New Jersey
$772K -$96.5K -342 -11%
PO
1983
Private Ocean
California
$772K – – –
HFAS
1984
Hummer Financial Advisory Services
Illinois
$770K – – –
MPIA
1985
Mountain Pacific Investment Advisers
Idaho
$769K -$28.2K -100 -4%
LWM
1986
Lakeridge Wealth Management
Ohio
$767K -$44.8K -159 -6%
RIG
1987
RiverFront Investment Group
Virginia
$765K +$14.4K +51 +2%
DOA
1988
D'Orazio & Associates
Virginia
$763K +$99.2K +352 +15%
SIA
1989
Soltis Investment Advisors
Utah
$763K -$25.9K -92 -3%
ZB
1990
Zions Bancorporation
Utah
$762K +$28.5K +101 +4%
Simplex Trading
1991
Simplex Trading
Illinois
$761K +$761K +2,700 New
BAM
1992
BOS Asset Management
Illinois
$758K – – –
SAF
1993
Smith Anglin Financial
Texas
$758K +$564 +2 +0.1%
TPWA
1994
TRUE Private Wealth Advisors
Oregon
$758K -$86.6K -307 -10%
UAG
1995
United Advisor Group
Ohio
$757K +$267K +947 +54%
SWP
1996
Semus Wealth Partners
Florida
$755K -$34.7K -123 -4%
MAG
1997
Mayfair Advisory Group
Alabama
$754K +$8.18K +29 +1%
HWMG
1998
Hurlow Wealth Management Group
Indiana
$754K – – –
V
1999
ViaWealth
Kansas
$753K +$1.13K +4 +0.1%
FPWM
2000
FSB Premier Wealth Management
Iowa
$752K -$5.08K -18 -0.7%
78 79
80
81 82