MCD icon

McDonald's
MCD

Overview Fund Activity

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
Capital World Investors
Capital World Investors
California
+$269M
5
Ameriprise
Ameriprise
Minnesota
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$876M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$168M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CNAM
626
Campbell Newman Asset Management
Wisconsin
$5.71M -$500K -2,232 -8%
BAM
627
Bell Asset Management
Australia
$5.71M -$377K -1,680 -6%
ST
628
Smithfield Trust
Pennsylvania
$5.7M -$12.6K -56 -0.2%
IRF
629
IBM Retirement Fund
New York
$5.68M -$513K -2,287 -8%
PFS
630
Prospera Financial Services
Texas
$5.64M +$419K +1,867 +8%
SIM
631
Sonora Investment Management
Arizona
$5.64M +$1.27M +5,681 +29%
RIA
632
RPG Investment Advisory
California
$5.61M -$60.5K -270 -1%
HHMI
633
Howard Hughes Medical Institute
Maryland
$5.6M – – –
OCM
634
Olstein Capital Management
New York
$5.6M – – –
RC
635
RegentAtlantic Capital
New Jersey
$5.6M +$1.9M +8,473 +51%
PG
636
Pendal Group
Australia
$5.6M +$4.87M +21,726 +671%
BRM
637
Boston Research & Management
Massachusetts
$5.59M +$61.9K +276 +1%
SPC
638
Sigma Planning Corp
Michigan
$5.59M +$275K +1,227 +5%
MCC
639
Money Concepts Capital
Florida
$5.59M +$193K +861 +4%
EWM
640
Edge Wealth Management
New York
$5.58M +$275K +1,229 +5%
PPW
641
Parcion Private Wealth
Washington
$5.57M +$841K +3,750 +18%
TI
642
Trexquant Investment
Connecticut
$5.57M +$5.57M +24,827 New
TFA
643
Toth Financial Advisory
Virginia
$5.55M +$321K +1,430 +6%
AIM
644
Achmea Investment Management
Netherlands
$5.54M – – –
BS
645
Boenning & Scattergood
Pennsylvania
$5.53M +$71.1K +317 +1%
SCA
646
Stokes Capital Advisors
South Carolina
$5.52M +$141K +631 +3%
KWM
647
Kingsview Wealth Management
Oregon
$5.51M +$24.8K +110 +0.5%
CBTWT
648
Community Bank & Trust (Waco, Texas)
Texas
$5.48M -$192K -855 -3%
AAS
649
Avantax Advisory Services
Texas
$5.45M +$465K +2,074 +9%
Macquarie Group
650
Macquarie Group
Australia
$5.43M -$4.51M -20,143 -45%
24 25
26
27 28