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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 %
LW
501
Linscomb Wealth
Texas
$7.19M +$152K +768 +2%
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$7.17M +$355K +1,795 +5%
MMA
503
Miracle Mile Advisors
California
$7.15M +$6.38M +32,296 +837%
EWM
504
Evercore Wealth Management
New York
$7.13M -$28.7K -145 -0.4%
HT
505
Heritage Trust
Oklahoma
$7.13M -$53.9K -273 -0.8%
LSERS
506
Louisiana State Employees Retirement System
Louisiana
$7.07M -$138K -700 -2%
MLL
507
Moody Lynn & Lieberson
Massachusetts
$7.06M +$3.56K +18 +0.1%
OWD
508
Osborn Williams & Donohoe
Ohio
$7M -$335K -1,695 -5%
SGI
509
Summit Global Investments
Utah
$6.98M +$5.69M +28,774 +439%
NSIM
510
North Star Investment Management
Illinois
$6.98M -$308K -1,561 -4%
PAI
511
Pittenger & Anderson Inc
Nebraska
$6.97M -$13.4K -68 -0.2%
DAC
512
Dividend Assets Capital
South Carolina
$6.97M +$1.03M +5,211 +17%
SWM
513
Segment Wealth Management
Texas
$6.97M +$270K +1,367 +4%
SC
514
SouthState Corp
Florida
$6.9M +$68.6K +347 +1%
MAM
515
Mastrapasqua Asset Management
Tennessee
$6.89M +$90.1K +456 +1%
SIG
516
Sky Investment Group
Connecticut
$6.86M -$5.34K -27 -0.1%
DCM
517
Decatur Capital Management
Georgia
$6.86M -$88.7K -449 -1%
PAM
518
Panagora Asset Management
Massachusetts
$6.77M -$54.9M -277,670 -89%
RC
519
Roundview Capital
New Jersey
$6.68M +$388K +1,961 +6%
RBA
520
Richard Bernstein Advisors
New York
$6.63M -$804K -4,071 -11%
BCP
521
Blue Chip Partners
Michigan
$6.61M -$154K -778 -2%
RRWA
522
Rainey & Randall Wealth Advisors
Florida
$6.6M -$319K -1,615 -5%
MHIC
523
Marble Harbor Investment Counsel
Massachusetts
$6.58M +$23.7K +120 +0.4%
GAM
524
Griffin Asset Management
New York
$6.56M +$98.6K +499 +2%
Qube Research & Technologies (QRT)
525
Qube Research & Technologies (QRT)
United Kingdom
$6.54M +$6.54M +33,104 New
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