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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 %
BWM
2376
BCGM Wealth Management
Indiana
$450K +$4.23K +15 +0.9%
AA
2377
Alesco Advisors
New York
$449K +$125K +445 +39%
VP
2378
Verum Partners
North Carolina
$449K -$11K -39 -2%
EFL
2379
ERn Financial LLC
Wisconsin
$448K -$282 -1 -0.1%
PIFP
2380
Partners in Financial Planning
Virginia
$448K -$7.05K -25 -2%
CGH
2381
CMG Global Holdings
Texas
$447K -$1.69K -6 -0.4%
SMWM
2382
Silvia McColl Wealth Management
California
$447K +$5.37K +20 +1%
Fidelity International
2383
Fidelity International
Bermuda
$447K +$5.92K +21 +1%
FHC
2384
First Heartland Consultants
Missouri
$447K +$39.7K +141 +10%
SSA
2385
Sierra Summit Advisors
Nevada
$446K +$31.9K +113 +8%
CC
2386
Callan Capital
California
$444K +$49.6K +176 +13%
AIA
2387
Arbor Investment Advisors
North Carolina
$444K +$113K +400 +34%
VF
2388
Virtu Financial
New York
$444K +$444K +1,574 New
NPA
2389
Nichols & Pratt Advisers
Massachusetts
$443K -$21.1K -75 -5%
EM
2390
Excalibur Management
Massachusetts
$443K +$1.41K +5 +0.3%
PFA
2391
Pathway Financial Advisors
Vermont
$442K – – –
CA
2392
Carson Advisory
Georgia
$441K +$9.87K +35 +2%
EI
2393
Ellevest Inc
New York
$440K +$23.4K +83 +6%
MAM
2394
McLean Asset Management
Virginia
$440K – – –
KWM
2395
Keating Wealth Management
Colorado
$440K – – –
SPL
2396
Smart Portfolios LLC
Washington
$439K +$84.6K +300 +24%
I
2397
INVST
Indiana
$439K +$4.2K +15 +1%
NPPM
2398
North Point Portfolio Managers
Ohio
$438K – – –
EMAM
2399
Encompass More Asset Management
California
$438K +$204K +723 +87%
CFO
2400
CVA Family Office
Colorado
$437K +$14.9K +53 +4%
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