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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 %
SC
626
Savant Capital
Illinois
$4.64M +$128K +647 +3%
AF
627
Alerus Financial
North Dakota
$4.63M +$646K +3,270 +16%
BCM
628
Brookmont Capital Management
Texas
$4.63M -$328K -1,662 -7%
SCA
629
Spearhead Capital Advisors
Florida
$4.61M +$285K +1,442 +7%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$4.6M -$364K -1,840 -7%
FA
631
FDx Advisors
Illinois
$4.6M +$1.63M +8,236 +55%
NFG
632
NewFocus Financial Group
Washington
$4.57M -$22.7K -115 -0.5%
FMW
633
Farr Miller & Washington
District of Columbia
$4.56M +$78.1K +395 +2%
TWMP
634
Taylor Wealth Management Partners
Massachusetts
$4.55M -$1.8M -9,121 -28%
GP
635
Girard Partners
Pennsylvania
$4.52M +$37.1K +188 +0.8%
TFA
636
Toth Financial Advisory
Virginia
$4.52M -$62.8K -318 -1%
HRC
637
Hoertkorn Richard Charles
$4.52M -$123K -625 -3%
TNB
638
Thomasville National Bank
Georgia
$4.52M -$49.2K -249 -1%
FFBTD
639
First Financial Bank - Trust Division
Ohio
$4.5M -$31.6K -160 -0.7%
MCM
640
MAI Capital Management
Ohio
$4.5M +$1.96M +9,920 +77%
SG Americas Securities
641
SG Americas Securities
New York
$4.5M -$116M -588,123 -96%
Macquarie Group
642
Macquarie Group
Australia
$4.48M -$3.21M -16,265 -42%
PFSC
643
Peoples Financial Services Corp
Pennsylvania
$4.47M +$356K +1,800 +9%
WA
644
WBH Advisory
Maryland
$4.47M -$14.6K -74 -0.3%
RWP
645
RWA Wealth Partners
Massachusetts
$4.41M +$64.8K +328 +1%
KWM
646
Kingsview Wealth Management
Oregon
$4.39M +$988K +5,000 +29%
OMC
647
Overbrook Management Corp
New York
$4.36M -$17.4K -88 -0.4%
ACM
648
AlphaCrest Capital Management
New York
$4.35M -$128K -650 -3%
LCP
649
Legacy Capital Partners
Wisconsin
$4.35M +$114K +575 +3%
CA
650
Cornerstone Advisors
North Carolina
$4.35M +$4.35M +22,000 New
24 25
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