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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 %
GI
2176
GAMCO Investors
Connecticut
$587K +$108K +383 +23%
SFG
2177
Seamount Financial Group
Colorado
$581K -$62K -220 -10%
SFSG
2178
Sound Financial Strategies Group
Mississippi
$580K -$6.49K -23 -1%
EIG
2179
Ellenbecker Investment Group
Wisconsin
$580K +$7.05K +25 +1%
SFC
2180
SYM Financial Corp
Indiana
$580K -$70.5K -250 -11%
SNB
2181
Security National Bank
Nebraska
$579K +$22.3K +79 +4%
CCG
2182
Catalina Capital Group
California
$578K +$578K +2,050 New
BG
2183
Bollard Group
Massachusetts
$577K +$3.38K +12 +0.6%
BSSFA
2184
Baron Silver Stevens Financial Advisors
Florida
$573K +$47.4K +168 +9%
SMA
2185
Seven Mile Advisory
New Jersey
$572K +$7.61K +27 +1%
BWP
2186
Bernardo Wealth Planning
Pennsylvania
$571K +$10.7K +38 +2%
MIS
2187
Morningstar Investment Services
Illinois
$571K -$285K -1,008 -33%
LA
2188
LM Advisors
California
$570K -$84.7K -300 -13%
VC
2189
Veracity Capital
Georgia
$570K +$1.97K +7 +0.3%
SAM
2190
Sompo Asset Management
Japan
$570K +$39.5K +140 +7%
FSG
2191
Financial Strategies Group
Michigan
$569K – – –
PS
2192
Planned Solutions
California
$568K – – –
SCM
2193
Stonebridge Capital Management
California
$568K – – –
ES
2194
Eagle Strategies
New York
$567K +$567K +2,012 New
SWP
2195
Strategic Wealth Partners
Ohio
$565K +$28.8K +102 +5%
YC
2196
Yarbrough Capital
Tennessee
$565K – – –
Betterment LLC
2197
Betterment LLC
New York
$564K +$564K +2,000 New
AAM
2198
Ascension Asset Management
New York
$564K +$564K +2,000 New
RA
2199
Riversedge Advisors
Delaware
$564K +$17.8K +63 +3%
LIG
2200
Lokken Investment Group
Delaware
$563K – – –
86 87
88
89 90