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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 %
PHAM
2301
Palisades Hudson Asset Management
Florida
$503K +$1.41K +5 +0.3%
BFO
2302
Biltmore Family Office
North Carolina
$502K – – –
CWM
2303
Cranbrook Wealth Management
Michigan
$501K – – –
PIA
2304
Powell Investment Advisors
Florida
$501K – – –
SAM
2305
Shikiar Asset Management
New York
$501K – – –
VT
2306
Vise Technologies
New York
$500K +$90.2K +320 +22%
CWM
2307
Centurion Wealth Management
Virginia
$498K -$17.2K -61 -3%
WGC
2308
Watts Gwilliam & Co
Arizona
$496K +$496K +1,833 New
SL
2309
Sentinus LLC
Illinois
$495K +$495K +1,756 New
PAS
2310
Point72 Asia (Singapore)
Singapore
$495K +$495K +1,755 New
CCA
2311
Childress Capital Advisors
Texas
$495K -$74.2K -263 -13%
FPGK
2312
Financial Partners Group (Kansas)
Kansas
$494K +$49.3K +175 +11%
TWA
2313
Talisman Wealth Advisors
New Jersey
$493K -$1.13K -4 -0.2%
DA
2314
Detalus Advisors
Missouri
$493K +$14.7K +52 +3%
FPGT
2315
Financial Partners Group (Tennessee)
Tennessee
$493K +$210K +745 +74%
WLPWM
2316
Walled Lake Planning & Wealth Management
Illinois
$492K – – –
MWM
2317
Merriman Wealth Management
Washington
$492K +$125K +443 +34%
SN
2318
Sittner & Nelson
Oregon
$492K – – –
PSP
2319
Principal Street Partners
Tennessee
$490K +$186K +671 +61%
PAA
2320
Peregrine Asset Advisers
Oregon
$487K -$5.44K -26 -1%
SA
2321
SL Advisors
New Jersey
$486K +$4.23K +15 +0.9%
VFPI
2322
Vantage Financial Partners (Illinois)
Illinois
$486K +$63.4K +225 +15%
MAG
2323
MRA Advisory Group
New Jersey
$485K -$28.5K -101 -6%
BIC
2324
Beach Investment Counsel
Pennsylvania
$485K – – –
EBSAM
2325
Eubel Brady & Suttman Asset Management
Ohio
$485K +$18K +64 +4%
91 92
93
94 95