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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 %
DFCM
2276
Dark Forest Capital Management
Puerto Rico
$516K +$516K +1,831 New
1WM
2277
1858 Wealth Management
Ohio
$515K – – –
GJIA
2278
Glass Jacobson Investment Advisors
Maryland
$515K – – –
MHWM
2279
Montz Harcus Wealth Management
Louisiana
$515K +$5.92K +21 +1%
CPA
2280
Capital Planning Advisors
California
$514K -$40.9K -145 -7%
TWM
2281
TriaGen Wealth Management
California
$514K -$9.59K -34 -2%
DB
2282
Dravo Bay
Delaware
$513K – – –
LL
2283
LWMG LLC
Minnesota
$513K +$2.54K +9 +0.5%
SC
2284
Sepio Capital
Utah
$513K -$20.9K -74 -4%
OFW
2285
Omnia Family Wealth
Florida
$513K +$42K +149 +9%
AA
2286
Addison Advisors
Vermont
$512K +$12.4K +44 +2%
SAMC
2287
Spectrum Asset Management (California)
California
$512K – – –
LAS
2288
LWM Advisory Services
Florida
$510K -$14.7K -52 -3%
AFA
2289
AA Financial Advisors
Ohio
$509K +$509K +1,807 New
CIP
2290
Capital Insight Partners
Arizona
$509K +$2.82K +10 +0.6%
MAM
2291
Marotta Asset Management
Virginia
$509K -$40K -142 -7%
AA
2292
Alta Advisers
United Kingdom
$508K – – –
SW
2293
SMART Wealth
Nebraska
$507K +$155K +551 +44%
EBA
2294
Eagle Bay Advisors
New York
$506K +$110K +389 +28%
CFA
2295
Cahill Financial Advisors
Minnesota
$505K +$30.2K +107 +6%
FB
2296
First Bancorp
Maine
$505K -$6.77K -24 -1%
FCT
2297
Family Capital Trust
Massachusetts
$504K -$66.8K -237 -12%
GA
2298
Goldstein Advisors
Wisconsin
$504K -$282 -1 -0.1%
CBNLCF
2299
Cognios Beta Neutral Large Cap Fund
Kansas
$503K -$40.6K -144 -7%
CSPAM
2300
Cary Street Partners Asset Management
Virginia
$503K – – –
90 91
92
93 94