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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 %
APWM
2051
Atlas Private Wealth Management
New York
$708K +$32.1K +114 +5%
KS
2052
Karpas Strategies
Connecticut
$707K +$3.38K +12 +0.5%
SIA
2053
Schear Investment Advisers
Ohio
$705K +$75.6K +268 +12%
BAM
2054
Blueshift Asset Management
New Jersey
$704K +$704K +2,498 New
MWPCG
2055
Measured Wealth Private Client Group
New Hampshire
$704K – – –
KC
2056
Kingfisher Capital
North Carolina
$704K +$3.1K +11 +0.4%
CFG
2057
Cooper Financial Group
California
$701K -$22K -78 -3%
FBFS
2058
First Business Financial Services
Wisconsin
$699K – – –
FA
2059
Fiduciary Alliance
South Carolina
$699K -$15.4K -55 -2%
PBF
2060
Petix & Botte Financial
California
$699K -$699K -2,478 -50%
OFS
2061
Oldfather Financial Services
Nebraska
$698K -$11.6K -41 -2%
CB
2062
Centennial Bank
Arkansas
$697K -$45.1K -160 -6%
SCM
2063
Steele Capital Management
Iowa
$697K – – –
ACA
2064
Ackerman Capital Advisors
Texas
$696K +$5.64K +20 +0.8%
SIC
2065
Samalin Investment Counsel
New York
$692K -$103K -367 -13%
NPFS
2066
Novak & Powell Financial Services
Florida
$690K -$4.79K -17 -0.7%
SWM
2067
Shelton Wealth Management
Texas
$690K +$232K +823 +51%
RGF
2068
Retirement Guys Formula
Ohio
$689K +$154K +548 +29%
IIC
2069
Integrated Investment Consultants
Michigan
$689K +$282 +1 +0%
GIA
2070
GHP Investment Advisors
Colorado
$689K +$282 +1 +0%
GWM
2071
Gray Wealth Management
Maine
$689K +$5.92K +21 +0.9%
DLCIG
2072
D.L. Carlson Investment Group
New Hampshire
$688K -$3.38K -12 -0.5%
BFG
2073
Berger Financial Group
Minnesota
$688K +$118K +417 +21%
GG
2074
Gleason Group
Kentucky
$688K +$4.23K +15 +0.6%
CIG
2075
Cullen Investment Group
Louisiana
$687K +$73.6K +265 +12%
81 82
83
84 85