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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 %
CNAM
576
Campbell Newman Asset Management
Wisconsin
$5.47M – – –
CAG
577
Crestwood Advisors Group
Massachusetts
$5.47M -$92.5K -468 -2%
TCOT
578
Trust Company of Toledo
Ohio
$5.44M -$13.8K -70 -0.3%
NCM
579
Novare Capital Management
North Carolina
$5.42M -$107K -540 -2%
BB
580
Bell Bank
North Dakota
$5.42M +$7.51K +38 +0.1%
PG
581
Pendal Group
Australia
$5.41M +$2.41M +12,185 +80%
SFS
582
Sowell Financial Services
Arkansas
$5.41M +$215K +1,087 +4%
BAM
583
Bruderman Asset Management
New York
$5.41M -$899K -4,479 -14%
MSR
584
Main Street Research
Connecticut
$5.41M -$498K -2,520 -8%
ASN
585
Advisory Services Network
Georgia
$5.39M +$1.56M +7,901 +41%
Group One Trading
586
Group One Trading
Illinois
$5.38M +$5.38M +27,233 New
PWM
587
Perigon Wealth Management
California
$5.37M -$288K -1,425 -5%
OCAM
588
Onex Canada Asset Management
Ontario, Canada
$5.36M -$37.4K -193 -0.7%
RG
589
Rathbones Group
United Kingdom
$5.35M +$558K +2,826 +12%
OCM
590
Olstein Capital Management
New York
$5.34M +$1.58M +8,000 +42%
HR
591
Howe & Rusling
New York
$5.31M -$544K -2,754 -9%
LC
592
Lavaca Capital
Texas
$5.3M -$17.6K -89 -0.3%
Luther King Capital Management (LKCM)
593
Luther King Capital Management (LKCM)
Texas
$5.29M -$460K -2,330 -8%
JWM
594
Jackson Wealth Management
Florida
$5.26M -$780K -3,691 -13%
FB
595
Fulton Bank
Pennsylvania
$5.21M -$3.95K -20 -0.1%
BFA
596
Benedict Financial Advisors
Georgia
$5.19M -$41.5K -210 -0.8%
PP
597
Palladium Partners
Virginia
$5.19M -$832K -4,213 -14%
CIA
598
Capital Investment Advisors
Georgia
$5.17M +$416K +2,103 +9%
TWA
599
TCI Wealth Advisors
Arizona
$5.12M +$1.38K +7 +0%
EWM
600
Executive Wealth Management
Michigan
$5.12M +$464K +2,350 +10%
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