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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 %
RWP
2076
Ridgecrest Wealth Partners
California
$687K – – –
WIM
2077
WealthPlan Investment Management
Nebraska
$686K +$3.67K +13 +0.5%
LB
2078
Legacy Bridge
Iowa
$685K – – –
RCM
2079
Riverpark Capital Management
New York
$685K +$95.3K +338 +16%
IP
2080
Ignite Planners
California
$681K -$8.41K -30 -1%
S
2081
Sunpointe
Missouri
$678K -$6.49K -23 -0.9%
VST
2082
Van Strum & Towne
California
$677K – – –
FAT
2083
First American Trust
California
$677K +$11K +39 +2%
GAA
2084
Global Assets Advisory
Florida
$675K +$675K +189,210 New
NME
2085
Notis-McConarty Edward
$674K -$37.5K -133 -5%
AIM
2086
Acropolis Investment Management
Missouri
$674K +$564 +2 +0.1%
OFS
2087
Orrstown Financial Services
Pennsylvania
$673K +$101K +358 +18%
SFG
2088
Sovereign Financial Group
Connecticut
$672K -$5.07K -18 -0.7%
WDC
2089
Woodward Diversified Capital
California
$672K +$70.2K +249 +12%
BI
2090
Ballast Inc
Kentucky
$671K – – –
NP
2091
Ninepoint Partners
Ontario, Canada
$670K – – –
SFG
2092
SNS Financial Group
Minnesota
$669K -$9.3K -33 -1%
AFG
2093
Allegheny Financial Group
Pennsylvania
$669K +$59.8K +212 +10%
KWM
2094
Keebeck Wealth Management
Illinois
$669K -$12.1K -43 -2%
DL
2095
DOHJ LLC
Washington
$665K +$36.1K +128 +6%
AIM
2096
Avity Investment Management
Connecticut
$665K -$2.82K -10 -0.4%
LWM
2097
LongView Wealth Management
Georgia
$664K +$2.26K +8 +0.3%
CUAMC
2098
China Universal Asset Management Company
China
$663K -$505K -1,791 -43%
SCP
2099
Silverleafe Capital Partners
Tennessee
$663K +$18.3K +65 +3%
NAM
2100
NorthCrest Asset Manangement
Minnesota
$662K +$42.9K +152 +7%
82 83
84
85 86