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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 %
BWA
2151
Beam Wealth Advisors
Louisiana
$611K +$39.2K +139 +7%
LIM
2152
Longfellow Investment Management
Massachusetts
$611K +$211K +747 +53%
MPM
2153
MBB Public Markets
Illinois
$610K +$610K +2,165 New
HBT
2154
Heartland Bank & Trust
Illinois
$610K +$846 +3 +0.1%
MLFP
2155
MPS Loria Financial Planners
Illinois
$609K +$1.97K +7 +0.3%
OWA
2156
Octavia Wealth Advisors
Ohio
$606K -$92.5K -328 -13%
QWP
2157
Quotient Wealth Partners
Texas
$605K +$10.1K +36 +2%
MHR
2158
Matthew Hamilton Rosenberg
$605K -$11.5K -41 -2%
ECM
2159
Estabrook Capital Management
New York
$604K -$42.3K -150 -7%
PC
2160
Port Capital
Illinois
$604K +$6.21K +22 +1%
DG
2161
DMC Group
Alabama
$604K +$16.9K +60 +3%
SFP
2162
Sandbox Financial Partners
Maryland
$601K +$40.6K +144 +7%
BAAM
2163
Baker Avenue Asset Management
California
$599K +$22.6K +80 +4%
ML
2164
McAdam LLC
Pennsylvania
$599K +$27.1K +96 +5%
SHGA
2165
Sand Hill Global Advisors
California
$598K -$54.4K -193 -8%
SA
2166
Strategic Advisors
New York
$598K -$83.7K -297 -12%
MTIC
2167
Missouri Trust & Investment Company
Missouri
$596K -$16.9K -60 -3%
SCP
2168
Sivia Capital Partners
California
$595K -$1.13K -4 -0.2%
PCP
2169
Proficio Capital Partners
Massachusetts
$594K -$10.2K -36 -2%
TCB
2170
Texas Capital Bancshares
Texas
$594K +$9.87K +35 +2%
RWA
2171
Redhawk Wealth Advisors
Minnesota
$593K -$564 -2 -0.1%
ACM
2172
Advance Capital Management
Michigan
$590K -$1.13K -4 -0.2%
MCM
2173
Marathon Capital Management
Maryland
$589K – – –
BCM
2174
BlueCrest Capital Management
Jersey
$588K -$369K -1,308 -39%
AC
2175
Allstate Corporation
Illinois
$587K -$25.9K -92 -4%
85 86
87
88 89