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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 %
CT
751
Chicago Trust
Illinois
$3.49M -$4.35K -22 -0.1%
FFN
752
Focus Financial Network
Minnesota
$3.49M +$1.71M +8,669 +96%
SS
753
Sunbelt Securities
Texas
$3.49M -$36K -182 -1%
MCM
754
Mattern Capital Management
Colorado
$3.46M +$3.46M +17,499 New
Los Angeles Capital Management
755
Los Angeles Capital Management
California
$3.45M -$86.2M -436,356 -96%
CIP
756
Chartwell Investment Partners
Pennsylvania
$3.44M -$5.14K -26 -0.1%
QP
757
Quilter Plc
United Kingdom
$3.44M +$3.44M +17,411 New
FFA
758
First Foundation Advisors
California
$3.43M +$1.76M +8,933 +106%
SWA
759
Sutton Wealth Advisors
Florida
$3.42M -$988 -5 -0%
VAG
760
VisionPoint Advisory Group
Texas
$3.41M +$219K +1,108 +7%
CA
761
Clearstead Advisors
Ohio
$3.4M +$61.7K +312 +2%
Nomura Holdings
762
Nomura Holdings
Japan
$3.38M -$14.2M -72,319 -81%
BIMC
763
Benson Investment Management Company
Virginia
$3.37M +$49.4K +250 +1%
DIA
764
Dana Investment Advisors
Wisconsin
$3.36M -$2.42M -12,245 -42%
OIA
765
OneDigital Investment Advisors
Kansas
$3.36M -$123K -624 -4%
WPA
766
Winning Points Advisors
Florida
$3.36M – – –
BCMO
767
Buckingham Capital Management (Ohio)
Ohio
$3.35M -$337K -1,703 -9%
AMM
768
American Money Management
California
$3.35M -$6.13K -31 -0.2%
HCM
769
Hillman Capital Management
Maryland
$3.35M +$3.35M +16,927 New
QIM
770
Quest Investment Management
Oregon
$3.34M +$739K +3,737 +28%
LBD
771
Landsberg Bennett & Dubbaneh
Florida
$3.34M +$23.8K +121 +0.7%
APP
772
Avantax Planning Partners
Iowa
$3.32M +$59.3K +300 +2%
CAM
773
Carret Asset Management
New York
$3.31M +$5.53K +28 +0.2%
LWAC
774
Laurel Wealth Advisors (California)
California
$3.29M -$49.6K -251 -1%
CCT
775
Capital City Trust
Florida
$3.29M +$3.95K +20 +0.1%
29 30
31
32 33