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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 %
CAM
2426
Concorde Asset Management
Michigan
$412K -$9.02K -32 -2%
SAM
2427
Summit Asset Management
Tennessee
$412K +$282 +1 +0.1%
PCM
2428
Poehling Capital Management
Wisconsin
$411K +$1.97K +7 +0.5%
AWAP
2429
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$410K -$564 -2 -0.1%
PRI
2430
Prepared Retirement Institute
Pennsylvania
$409K -$452K -1,602 -52%
IIL
2431
Insight Inv LLC
California
$409K – – –
LIA
2432
LBMC Investment Advisors
Tennessee
$408K +$1.41K +5 +0.3%
MSCM
2433
McElhenny Sheffield Capital Management
Texas
$407K -$559K -2,011 -58%
SIM
2434
SSI Investment Management
California
$407K -$5.36K -19 -1%
PSCM
2435
Per Stirling Capital Management
Texas
$407K +$18.9K +67 +5%
CCM
2436
Crew Capital Management
Ohio
$407K +$407K +1,442 New
AIC
2437
Archer Investment Corporation
Indiana
$406K – – –
HFS
2438
Hoge Financial Services
Pennsylvania
$405K +$49.1K +174 +14%
KBFS
2439
Kohmann Bosshard Financial Services
Ohio
$405K +$79.5K +282 +24%
TC
2440
Tsai Capital
New York
$405K – – –
BTIM
2441
BancFirst Trust & Investment Management
Oklahoma
$404K +$127K +451 +46%
KCFA
2442
Key Client Fiduciary Advisors
New Jersey
$404K +$11K +39 +3%
NJBEST
2443
New Jersey Better Educational Savings Trust
New Jersey
$403K – – –
BIA
2444
Bigelow Investment Advisors
Maine
$403K +$10.4K +37 +3%
DBIA
2445
Dumont & Blake Investment Advisors
New Jersey
$402K – – –
WC
2446
Wexford Capital
Florida
$402K -$452K -1,604 -53%
KFS
2447
Kelly Financial Services
Massachusetts
$402K +$1.13K +4 +0.3%
CW
2448
Connectus Wealth
Ohio
$401K -$927K -3,287 -70%
PFA
2449
Pettinga Financial Advisors
Indiana
$401K – – –
CWM
2450
Chemistry Wealth Management
New York
$401K +$23.7K +84 +6%
96 97
98
99 100