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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 %
FAM
2401
Flaharty Asset Management
Florida
$437K – – –
BCM
2402
Bayesian Capital Management
New York
$437K +$228K +808 +109%
LCGC
2403
Legacy Capital Group California
California
$436K -$8.46K -30 -2%
FPCG
2404
Fort Pitt Capital Group
Pennsylvania
$435K -$42.9K -152 -9%
TCM
2405
Teza Capital Management
Illinois
$435K +$435K +1,543 New
TA
2406
TFB Advisors
Kansas
$434K +$195K +710 +81%
PCM
2407
Princeton Capital Management
New Jersey
$432K -$42.9K -152 -9%
GAB
2408
German American Bancorp
Indiana
$431K -$28.2K -100 -6%
SC
2409
Solstein Capital
California
$430K -$204K -724 -32%
FNBSF
2410
First National Bank Sioux Falls
South Dakota
$428K – – –
UWPG
2411
Ullmann Wealth Partners Group
Florida
$427K -$48.2K -171 -10%
EGA
2412
E&G Advisors
Texas
$426K +$48.2K +171 +13%
OLVIG
2413
Oliver Lagore Vanvalin Investment Group
Michigan
$425K – – –
CA
2414
Crewe Advisors
Utah
$424K +$424K +1,503 New
MF
2415
Meridian Financial
Massachusetts
$424K – – –
BCM
2416
Bienville Capital Management
New York
$423K – – –
AIFAIM
2417
American Institute for Advanced Investment Management
Arizona
$420K – – –
CAL
2418
Capital Advisors Ltd
Ohio
$418K +$3.38K +12 +0.8%
VH
2419
Visionary Horizons
Tennessee
$418K +$19.8K +74 +5%
PWA
2420
Providence Wealth Advisors
Illinois
$415K -$11M -39,508 -96%
NFW
2421
Noble Family Wealth
Florida
$414K – – –
PIA
2422
Perennial Investment Advisors
California
$414K -$7.05K -25 -2%
SWP
2423
Significant Wealth Partners
Illinois
$414K +$8.18K +29 +2%
MRWM
2424
ML&R Wealth Management
Texas
$413K – – –
RWA
2425
Rooted Wealth Advisors
Illinois
$413K +$21.4K +77 +5%
95 96
97
98 99