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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 %
VAM
2101
Verity Asset Management
North Carolina
$662K +$17.8K +63 +3%
CPC
2102
Congress Park Capital
New York
$661K – – –
1WA
2103
180 Wealth Advisors
Washington
$661K -$9.31K -33 -1%
EB
2104
Emprise Bank
Kansas
$659K +$659K +2,337 New
HC
2105
Hamilton Capital
Ohio
$658K -$27.9K -99 -4%
GS
2106
GTS Securities
New York
$658K -$1.27M -4,488 -66%
DSC
2107
Duncker Streett & Co
Missouri
$657K +$26.8K +95 +4%
FA
2108
Fiducient Advisors
Illinois
$655K -$9.02K -32 -1%
SWM
2109
Seed Wealth Management
Illinois
$653K – – –
APW
2110
Austin Private Wealth
Texas
$649K +$69.7K +253 +12%
CHJWM
2111
Carlton Hofferkamp & Jenks Wealth Management
Texas
$649K +$12.1K +44 +2%
LSA
2112
Lion Street Advisors
Texas
$649K – – –
GCIA
2113
Gabelli & Co Investment Advisers
New York
$648K – – –
JLBC
2114
J.L. Bainbridge & Co
Florida
$648K – – –
AT
2115
Arden Trust
Delaware
$647K – – –
CWP
2116
Core Wealth Partners
California
$644K +$26.2K +93 +4%
CCP
2117
Cassia Capital Partners
North Carolina
$643K +$172K +609 +36%
LWAM
2118
Legacy Wealth Asset Management
Minnesota
$641K -$564 -2 -0.1%
WSC
2119
Wellington Shields & Co
New York
$639K – – –
VRM
2120
Vectors Research Management
New York
$639K -$13K -46 -2%
CCB
2121
Cutter & Co Brokerage
Missouri
$639K +$5.64K +20 +0.9%
MCA
2122
MSH Capital Advisors
Arizona
$638K +$69.1K +245 +12%
FFO
2123
Fiduciary Family Office
Florida
$636K +$16.1K +57 +3%
LPAM
2124
Lodestar Private Asset Management
California
$634K -$43.7K -155 -6%
BFG
2125
Bouchey Financial Group
New York
$634K -$2.82K -10 -0.4%
83 84
85
86 87