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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 %
BCM
801
Brooktree Capital Management
Michigan
$3.02M +$3.02M +15,268 New
AF
802
Advisornet Financial
Minnesota
$3.01M +$736K +3,724 +32%
MAFM
803
Mid Atlantic Financial Management
Pennsylvania
$3.01M +$673K +3,405 +29%
BFO
804
Biltmore Family Office
North Carolina
$3M +$42.5K +215 +1%
AAS
805
Avantax Advisory Services
Texas
$2.99M +$1.27M +6,434 +74%
ADL
806
Asset Dedication LLC
California
$2.99M +$183K +929 +7%
PL
807
Parthenon LLC
Kentucky
$2.98M +$51.4K +260 +2%
BP
808
Ballentine Partners
Massachusetts
$2.97M +$9.88K +50 +0.3%
BUB
809
BBVA USA Bancshares
Texas
$2.96M -$80.2K -406 -3%
NIC
810
Northwest Investment Counselors
Oregon
$2.96M +$343K +1,737 +13%
Dodge & Cox
811
Dodge & Cox
California
$2.95M – – –
PAM
812
Paradigm Asset Management
New York
$2.94M +$138K +700 +5%
PPW
813
Parcion Private Wealth
Washington
$2.94M +$2.94M +14,872 New
TC
814
Telemus Capital
Michigan
$2.93M -$122K -616 -4%
DWM
815
Dakota Wealth Management
Florida
$2.93M +$468K +2,369 +19%
BFM
816
Boston Financial Management
Massachusetts
$2.93M -$82.2K -416 -3%
EDRH
817
Edmond de Rothschild Holding
Switzerland
$2.93M +$255K +1,290 +10%
RWM
818
RKL Wealth Management
Pennsylvania
$2.92M -$140K -709 -5%
ACA
819
Aptus Capital Advisors
Alabama
$2.91M +$2.36M +11,960 +435%
FAT
820
First American Trust
California
$2.89M -$3.11M -15,723 -52%
FMT
821
First Mercantile Trust
Tennessee
$2.89M +$352K +1,780 +14%
NHC
822
Nicholas Hoffman & Company
Georgia
$2.89M -$41.5K -210 -1%
SCM
823
Stevens Capital Management
Pennsylvania
$2.89M -$4.24M -21,460 -60%
NFC
824
Northeast Financial Consultants
Connecticut
$2.88M +$12.8K +65 +0.4%
SCM
825
Southport Capital Management
Tennessee
$2.88M +$2.01M +10,163 +230%
31 32
33
34 35