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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 %
FIBT
2126
First International Bank & Trust
North Dakota
$634K -$2.26K -8 -0.4%
OCG
2127
Opus Capital Group
Ohio
$629K -$28.5K -101 -4%
MI
2128
Motiv8 Investments
Florida
$627K +$93.6K +332 +18%
TCWM
2129
Total Clarity Wealth Management
Illinois
$627K -$57.5K -204 -8%
BCM
2130
BTC Capital Management
Iowa
$627K +$627K +2,224 New
CCP
2131
Carmel Capital Partners
California
$626K +$293K +1,038 +88%
KA
2132
Kozak & Associates
Colorado
$626K -$49.2K -180 -7%
ICA
2133
Infrastructure Capital Advisors
New York
$624K -$303K -1,074 -33%
TI
2134
tru Independence
Oregon
$621K +$2.82K +10 +0.5%
GWM
2135
Greenwich Wealth Management
Connecticut
$621K -$150K -531 -19%
JSW
2136
Journey Strategic Wealth
New Jersey
$620K +$102K +362 +20%
MKC
2137
M. Kraus & Co
Vermont
$619K – – –
DLA
2138
Douglas Lane & Associates
New York
$619K +$66.6K +236 +12%
ACGA
2139
Atlanta Consulting Group Advisors
Georgia
$619K +$619K +2,196 New
TF
2140
Trek Financial
Arizona
$619K +$286K +1,016 +86%
WWG
2141
West Wealth Group
California
$619K +$1.69K +6 +0.3%
EWP
2142
Elevation Wealth Partners
California
$619K -$62.6K -222 -9%
PWM
2143
Paulson Wealth Management
Illinois
$618K +$3.67K +13 +0.6%
CAM
2144
Campion Asset Management
Virginia
$617K – – –
CWM
2145
Castle Wealth Management
Florida
$616K -$1.41K -5 -0.2%
ACA
2146
Anchor Capital Advisors
Massachusetts
$615K -$1.21M -4,307 -66%
FCCM
2147
First City Capital Management
Georgia
$614K -$20K -71 -3%
TIA
2148
Tiemann Investment Advisors
California
$614K – – –
CFC
2149
Coyle Financial Counsel
Illinois
$614K +$12.7K +45 +2%
SWM
2150
Stockman Wealth Management
Montana
$613K -$26.2K -93 -4%
84 85
86
87 88