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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 %
BKA
601
Brick & Kyle Associates
Pennsylvania
$5.11M -$22.9K -108 -0.4%
SLI
602
Sumitomo Life Insurance
Japan
$5.1M +$390K +1,975 +8%
CCG
603
Cypress Capital Group
Florida
$5.08M -$209K -1,056 -4%
SVWAG
604
Sound View Wealth Advisors Group
Georgia
$5.07M -$202K -1,022 -4%
BRM
605
Boston Research & Management
Massachusetts
$5.02M +$14.8K +75 +0.3%
MC
606
Miramar Capital
Illinois
$5.01M +$907K +4,225 +22%
HCMT
607
Highland Capital Management (Tennessee)
Tennessee
$4.95M -$116K -589 -2%
FAAS
608
First Allied Advisory Services
California
$4.94M -$351K -1,773 -7%
HHMI
609
Howard Hughes Medical Institute
Maryland
$4.94M – – –
AW
610
ACG Wealth
Georgia
$4.92M -$243K -1,232 -5%
WP
611
WMS Partners
Maryland
$4.89M -$44.7K -226 -0.9%
RIA
612
RPG Investment Advisory
California
$4.88M +$120K +605 +3%
CAM
613
Cresset Asset Management
Illinois
$4.88M +$1.37M +6,950 +39%
CBTWT
614
Community Bank & Trust (Waco, Texas)
Texas
$4.85M +$1.38K +7 +0%
CIA
615
Covington Investment Advisors
Pennsylvania
$4.81M +$98.8K +500 +2%
RWA
616
Ropes Wealth Advisors
Massachusetts
$4.76M -$171K -865 -3%
Fiera Capital (Canada)
617
Fiera Capital (Canada)
Quebec, Canada
$4.76M +$216K +1,092 +5%
Lido Advisors
618
Lido Advisors
California
$4.76M +$1.62M +8,216 +52%
PDN
619
Pensionfund DSM Netherlands
Netherlands
$4.74M – – –
Capstone Investment Advisors
620
Capstone Investment Advisors
New York
$4.74M +$3.61M +18,269 +321%
AIL
621
AGF Investments LLC
Ontario, Canada
$4.74M +$2.68M +13,579 +131%
PFP
622
Pinnacle Financial Partners
Tennessee
$4.73M +$1.06M +5,378 +29%
UR
623
USCA RIA
Texas
$4.72M +$1.18M +5,952 +33%
SCA
624
Stokes Capital Advisors
South Carolina
$4.65M +$816K +4,129 +21%
GWM
625
Geneos Wealth Management
Colorado
$4.65M +$1.78K +9 +0%
23 24
25
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