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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 %
CCM
726
Cadence Capital Management
Massachusetts
$3.71M +$362K +1,832 +11%
CIA
727
Choate Investment Advisors
Massachusetts
$3.7M -$34.6K -175 -0.9%
H
728
HoyleCohen
California
$3.7M +$52.4K +265 +1%
WS
729
Wedbush Securities
California
$3.69M +$611K +3,094 +20%
FCMT
730
Founders Capital Management (Texas)
Texas
$3.69M -$98.8K -500 -3%
DCM
731
Delta Capital Management
New Jersey
$3.69M – – –
IAS
732
Investment Advisory Services
Texas
$3.68M +$3.68M +18,498 New
ST
733
Somerset Trust
Pennsylvania
$3.65M +$27.7K +140 +0.8%
FPB
734
First PREMIER Bank
South Dakota
$3.64M +$8.7K +44 +0.2%
DT
735
Diversified Trust
Tennessee
$3.63M +$3.27M +16,568 +909%
TTWM
736
TCV Trust & Wealth Management
Virginia
$3.63M -$33.8K -171 -0.9%
AIP
737
Ameritas Investment Partners
Nebraska
$3.62M -$333K -1,687 -8%
WIC
738
Woodmont Investment Counsel
Tennessee
$3.62M +$15.6K +79 +0.4%
SIMM
739
Stillwater Investment Management (Minnesota)
Minnesota
$3.61M +$22.5K +114 +0.6%
SW
740
SteelPeak Wealth
California
$3.61M +$3.61M +18,265 New
GIA
741
Granite Investment Advisors
New Hampshire
$3.61M -$33.6K -170 -0.9%
CB
742
Cadence Bank
Mississippi
$3.61M +$168K +850 +5%
HF
743
HRT Financial
New York
$3.58M +$2.73M +13,822 +321%
MIAN
744
Mariner Independent Advisor Network
Kansas
$3.58M +$274K +1,381 +8%
ISB
745
Iowa State Bank
Iowa
$3.58M -$108K -549 -3%
KFP
746
KMG Fiduciary Partners
Ohio
$3.57M -$62.6K -317 -2%
IC
747
Investment Counsel
Michigan
$3.55M – – –
ST
748
Smithfield Trust
Pennsylvania
$3.54M -$42.1K -213 -1%
PBT
749
Pictet Bank & Trust
Bahamas
$3.53M -$127K -645 -3%
KRSITF
750
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.53M -$15.6K -79 -0.4%
28 29
30
31 32