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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 %
BI
701
Bredin Investment
Delaware
$3.91M – – –
FCBT
702
First Citizens Bank & Trust
North Carolina
$3.91M +$6.72K +34 +0.2%
TSW
703
Thompson Siegel & Walmsley
Virginia
$3.91M +$3.49M +17,638 +820%
WC
704
Woodstock Corp
Massachusetts
$3.89M -$36.6K -185 -0.9%
FI
705
FormulaFolio Investments
Michigan
$3.89M +$177K +896 +5%
PTC
706
Private Trust Company
Ohio
$3.89M +$130K +656 +3%
FPFS
707
First Personal Financial Services
North Carolina
$3.88M +$5.93K +30 +0.2%
VNA
708
Valley National Advisers
Pennsylvania
$3.88M -$213K -1,080 -5%
VWA
709
Visionary Wealth Advisors
Illinois
$3.87M +$3.87M +19,595 New
HCM
710
Hall Capital Management
Rhode Island
$3.86M +$12.8K +65 +0.3%
CCM
711
Consolidated Capital Management
California
$3.85M +$4.94K +25 +0.1%
LKIM
712
Lawson Kroeker Investment Management
Nebraska
$3.84M -$96.8K -490 -2%
SCM
713
Silvant Capital Management
Georgia
$3.83M -$19.8K -100 -0.5%
PFS
714
Physicians Financial Services
North Carolina
$3.83M +$44.5K +225 +1%
ECM
715
Everence Capital Management
Indiana
$3.82M -$233K -1,180 -6%
CIC
716
Crawford Investment Counsel
Georgia
$3.82M +$281K +1,424 +8%
GC
717
Gratus Capital
Georgia
$3.8M +$3.75K +19 +0.1%
KA
718
Kintegral Advisory
New York
$3.79M – – –
CFG
719
Citizens Financial Group
Rhode Island
$3.78M -$9.78M -49,513 -72%
NSEDCP
720
NJ State Employees Deferred Compensation Plan
New Jersey
$3.77M – – –
WT
721
Washington Trust
Rhode Island
$3.77M +$988K +5,003 +36%
IFAM
722
Institutional & Family Asset Management
Colorado
$3.76M -$6.32K -32 -0.2%
TNBTD
723
Trustmark National Bank Trust Department
Mississippi
$3.74M +$41.9K +212 +1%
BS
724
Boenning & Scattergood
Pennsylvania
$3.72M +$471K +2,381 +14%
PA
725
Perennial Advisors
New York
$3.71M +$139K +705 +4%
27 28
29
30 31