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McDonald's
MCD

Overview Fund Activity

2,158 hedge funds and large institutions have $83.9B invested in McDonald's in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 888 increasing their positions, 918 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
-94
Holders Change %
-4.17%
% of All Funds
47.67%
Holding in Top 10
73
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.31%
% of All Funds
1.61%
New
126
Increased
888
Reduced
918
Closed
192
Calls
$1.34B
Puts
$1.8B
Net Calls
-$457M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.54B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$457M
3
MAM
Magellan Asset Management
Australia
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$147M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$267M
3
Two Sigma Investments
Two Sigma Investments
New York
-$180M
4
WCM Investment Management
WCM Investment Management
California
-$149M
5
Citigroup
Citigroup
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
501
Boston Family Office
Massachusetts
$6.03M -$128K -777 -2%
EWM
502
Evercore Wealth Management
New York
$6M +$29.8K +180 +0.5%
OWD
503
Osborn Williams & Donohoe
Ohio
$6M +$134K +813 +2%
JGC
504
J. Goldman & Co
New York
$5.99M +$5.99M +36,225 New
SWM
505
Segment Wealth Management
Texas
$5.98M +$154K +931 +3%
WAM
506
World Asset Management
Michigan
$5.9M -$2.76M -16,686 -32%
HT
507
Heritage Trust
Oklahoma
$5.88M -$86.5K -523 -1%
SC
508
SouthState Corp
Florida
$5.85M +$75.6K +457 +1%
PCA
509
Personal Capital Advisors
California
$5.85M -$754K -4,574 -11%
ACM
510
Advent Capital Management
New York
$5.79M +$5.79M +35,000 New
RRWA
511
Rainey & Randall Wealth Advisors
Florida
$5.74M +$220K +1,333 +4%
PCMK
512
Paragon Capital Management (Kansas)
Kansas
$5.72M -$1.24M -7,476 -18%
NEAM
513
New England Asset Management
Connecticut
$5.69M +$919K +5,560 +19%
SIG
514
Sky Investment Group
Connecticut
$5.66M -$74.1K -448 -1%
GCA
515
Guardian Capital Advisors
Ontario, Canada
$5.62M +$49K +441 +0.9%
PAI
516
Pittenger & Anderson Inc
Nebraska
$5.62M -$216K -1,309 -4%
Squarepoint
517
Squarepoint
New York
$5.55M -$10.4M -63,182 -65%
GAM
518
Griffin Asset Management
New York
$5.52M +$32.1K +194 +0.6%
MG
519
Mather Group
Illinois
$5.49M +$616K +3,726 +13%
BSW
520
Buckingham Strategic Wealth
Missouri
$5.49M +$184K +1,111 +3%
PAMP
521
Polar Asset Management Partners
Ontario, Canada
$5.47M +$5.47M +33,100 New
AP
522
Advisor Partners
California
$5.43M +$760K +4,599 +16%
SYBT
523
Stock Yards Bank & Trust
Kentucky
$5.41M -$19.7K -119 -0.4%
NEI
524
Northwest & Ethical Investments
Ontario, Canada
$5.39M -$2.45M -14,816 -31%
LC
525
Lincoln Capital
Nebraska
$5.39M -$26K -157 -0.5%
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