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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 %
GTAM
2226
Global Trust Asset Management
Florida
$547K -$28.2K -100 -5%
OCPWS
2227
One Charles Private Wealth Services
Massachusetts
$547K +$27.9K +99 +5%
BAM
2228
Byrne Asset Management
New Jersey
$546K +$546K +1,935 New
GRQ
2229
Gardner Russo & Quinn
Pennsylvania
$545K – – –
AWM
2230
Aprio Wealth Management
Georgia
$544K -$9.02K -32 -2%
FWM
2231
Fingerlakes Wealth Management
New York
$541K -$7.33K -26 -1%
ITB
2232
Idaho Trust Bank
Idaho
$541K +$541K +1,919 New
DDC
2233
DF Dent & Co
Maryland
$539K -$13.5K -48 -2%
HCP
2234
Hexagon Capital Partners
Arkansas
$539K -$10.7K -38 -2%
CWA
2235
Clearview Wealth Advisors
Oregon
$539K -$23.1K -82 -4%
BDFN
2236
Bond & Devick Financial Network
Minnesota
$538K – – –
DWM
2237
Drive Wealth Management
Utah
$538K -$20.3K -72 -4%
SFS
2238
Summit Financial Strategies
Ohio
$538K -$3.38K -12 -0.6%
PIAS
2239
PCA Investment Advisory Services
Ohio
$537K +$76.7K +272 +17%
JWM
2240
Jupiter Wealth Management
Colorado
$537K – – –
PPP
2241
Private Portfolio Partners
New Jersey
$537K -$4.23K -15 -0.8%
RWP
2242
Revolve Wealth Partners
New Jersey
$535K +$3.38K +12 +0.6%
CMI
2243
Clare Market Investments
Texas
$535K +$13.5K +48 +3%
AF
2244
Apexium Financial
Texas
$535K -$1.14M -4,038 -68%
LP
2245
LGL Partners
Pennsylvania
$534K – – –
SGK
2246
Steigerwald Gordon & Koch
Virginia
$534K -$4.23K -15 -0.8%
MCM
2247
Maple Capital Management
Vermont
$533K -$1.97K -7 -0.4%
TFP
2248
Tilia Fiduciary Partners
North Carolina
$533K -$91.9K -326 -15%
KLWA
2249
Kelly Lawrence W & Associates
California
$533K – – –
PA
2250
PSI Advisors
Florida
$532K -$5.36K -19 -1%
88 89
90
91 92