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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 %
LNC
676
Lincoln National Corp
Pennsylvania
$4.08M +$286K +1,447 +8%
FWM
677
Frontier Wealth Management
Missouri
$4.08M +$1.11M +5,614 +37%
OIM
678
Opus Investment Management
Massachusetts
$4.07M +$1.19M +6,000 +41%
FBC
679
Fairfield, Bush & Co
Connecticut
$4.06M +$1.19K +6 +0%
EF
680
Exeter Financial
Arizona
$4.06M -$110K -556 -3%
SC
681
Searle & Co
Connecticut
$4.04M -$19.8K -100 -0.5%
GI
682
GAMCO Investors
Connecticut
$4.04M +$10.9K +55 +0.3%
OAM
683
Oak Asset Management
California
$4.04M +$6.32K +32 +0.2%
TPCW
684
TD Private Client Wealth
New York
$4.03M +$4.03M +20,386 New
WHG
685
Westwood Holdings Group
Texas
$4.01M +$336K +1,700 +9%
CCM
686
Coldstream Capital Management
Washington
$4M -$15.6K -79 -0.4%
III
687
Independent Investors Inc
New York
$4M – – –
LDB
688
Lee, Danner & Bass
Tennessee
$3.99M -$276K -1,399 -6%
DR
689
Davis Rea
Ontario, Canada
$3.99M +$176K +892 +5%
RIA
690
Regal Investment Advisors
Michigan
$3.98M -$69.2K -350 -2%
HT
691
HAP Trading
New York
$3.98M +$3.98M +20,130 New
PCM
692
Parsons Capital Management
Rhode Island
$3.96M -$86K -435 -2%
LBC
693
Lowe Brockenbrough & Co
Virginia
$3.96M -$9.09K -46 -0.2%
AC
694
Athanor Capital
New York
$3.95M +$810K +4,100 +26%
AF
695
Ally Financial
Michigan
$3.95M +$3.95M +20,000 New
BCM
696
Bluefin Capital Management
New York
$3.94M +$3.64M +18,432 +1,229%
AOWM
697
Alpha Omega Wealth Management
Virginia
$3.93M +$68K +344 +2%
PH
698
Pinnacle Holdings
Oklahoma
$3.93M +$15.6K +79 +0.4%
PWP
699
Private Wealth Partners
California
$3.92M +$272K +1,379 +7%
WPP
700
Whalerock Point Partners
Rhode Island
$3.92M -$1.82M -9,219 -32%
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