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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 %
SCG
2251
Sonata Capital Group
Washington
$532K – – –
AI
2252
AdvisorShares Investments
Maryland
$530K -$1.13K -4 -0.2%
CCA
2253
Clearwater Capital Advisors
Illinois
$529K +$2.54K +9 +0.5%
AGP
2254
Autumn Glory Partners
Texas
$528K – – –
ACM
2255
Allred Capital Management
Texas
$528K -$18K -64 -3%
Cohen & Steers
2256
Cohen & Steers
New York
$528K – – –
ZAM
2257
Zevin Asset Management
Massachusetts
$528K – – –
HNWAG
2258
High Net Worth Advisory Group
Florida
$528K +$68K +241 +15%
RB
2259
Rodgers Brothers
Pennsylvania
$527K +$183K +650 +53%
RTC
2260
Riverview Trust Company
Washington
$525K – – –
OL
2261
OneFund LLC
Florida
$523K -$14.3K -51 -3%
BWM
2262
BCS Wealth Management
Tennessee
$523K +$846 +3 +0.2%
FI
2263
Financial Insights
Washington
$523K -$3.1K -11 -0.6%
GWA
2264
Gratus Wealth Advisors
Virginia
$522K – – –
SLT
2265
St Louis Trust
Missouri
$522K – – –
MWP
2266
Meridian Wealth Partners
Pennsylvania
$522K +$17.5K +62 +3%
LSIA
2267
LaSalle St. Investment Advisors
Illinois
$522K +$27.8K +94 +6%
HP
2268
Hilltop Partners
Indiana
$522K +$2.82K +10 +0.5%
SIA
2269
Strategic Investment Advisors
Michigan
$521K -$25.4K -90 -5%
MWM
2270
MBE Wealth Management
Wisconsin
$520K +$9.59K +34 +2%
KWM
2271
Kolinsky Wealth Management
New Jersey
$520K +$76.4K +271 +17%
LD
2272
Lipe & Dalton
New York
$520K – – –
CSB
2273
City State Bank
Iowa
$520K – – –
FCA
2274
FLC Capital Advisors
California
$520K -$55.5K -197 -10%
AIIMS
2275
Analyst IMS Investment Management Services
Israel
$518K +$51.9K +184 +11%
89 90
91
92 93