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McDonald's
MCD

Overview Fund Activity

2,252 hedge funds and large institutions have $99.5B invested in McDonald's in 2019 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 892 increasing their positions, 784 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,252
Holders Change
+166
Holders Change %
+7.96%
% of All Funds
44.47%
Holding in Top 10
65
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-42.48%
% of All Funds
1.28%
New
305
Increased
892
Reduced
784
Closed
108
Calls
$1.23B
Puts
$2.05B
Net Calls
-$821M
Net Calls Change
-$595M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
Lazard Asset Management
Lazard Asset Management
New York
+$573M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$476M
4
Morgan Stanley
Morgan Stanley
New York
+$277M
5
BlackRock
BlackRock
New York
+$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.85B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$865M
4
Capital World Investors
Capital World Investors
California
-$624M
5
Ameriprise
Ameriprise
Minnesota
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGIM
426
Pacific Global Investment Management
California
$9.62M +$137K +693 +1%
VIP
427
Vantage Investment Partners
Missouri
$9.6M +$214K +1,083 +2%
COPPSERS
428
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.58M -$33.2K -168 -0.3%
FSA
429
Franklin Street Advisors
North Carolina
$9.54M +$488K +2,470 +5%
T
430
TOBAM
France
$9.51M -$4.04M -20,458 -30%
CWM
431
Calamos Wealth Management
Illinois
$9.49M -$30.4K -154 -0.3%
SIM
432
Sentry Investment Management
Wisconsin
$9.47M – – –
DWM
433
Doyle Wealth Management
Florida
$9.45M +$1.26M +6,356 +15%
WB
434
WesBanco Bank
West Virginia
$9.41M -$2.57K -13 -0%
NEI
435
Northwest & Ethical Investments
Ontario, Canada
$9.37M +$249K +1,260 +3%
NA
436
NewEdge Advisors
Louisiana
$9.36M +$1.13M +5,720 +14%
FA
437
Fortis Advisors
Pennsylvania
$9.36M +$1.38K +7 +0%
RP
438
Rowlandmiller & Partners
Georgia
$9.3M -$87.3K -442 -0.9%
PWLP
439
Prio Wealth Limited Partnership
Massachusetts
$9.3M +$72.7K +368 +0.8%
AWM
440
Absher Wealth Management
North Carolina
$9.28M +$9.28M +44,086 New
KWMG
441
King Wealth Management Group
Florida
$9.25M -$20.2K -102 -0.2%
TNB
442
TCF National Bank
South Dakota
$9.21M -$167K -844 -2%
DY
443
Dowling & Yahnke
California
$9.2M -$134K -680 -1%
IAA
444
Independent Advisor Alliance
North Carolina
$9.19M -$460K -2,328 -5%
CANC
445
Culbertson A N & Co
Virginia
$9.14M -$262K -1,325 -3%
AUB
446
Atlantic Union Bankshares
Virginia
$8.99M +$1.7M +8,597 +23%
HCM
447
Hutner Capital Management
Vermont
$8.98M -$279K -1,410 -3%
MBTD
448
Mechanics Bank - Trust Department
California
$8.96M -$62.5K -316 -0.7%
LIA
449
LS Investment Advisors
Michigan
$8.88M +$635K +3,213 +8%
FLII
450
First Long Island Investors
New York
$8.84M +$185K +937 +2%
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