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McDonald's
MCD

Overview Fund Activity

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
Capital World Investors
Capital World Investors
California
+$269M
5
Ameriprise
Ameriprise
Minnesota
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$876M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$168M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
801
Institutional & Family Asset Management
Colorado
$3.74M +$144K +643 +4%
Walleye Trading
802
Walleye Trading
New York
$3.73M -$1.08M -4,797 -22%
DAS
803
Dynamic Advisor Solutions
Arizona
$3.73M -$448K -1,999 -11%
TTWM
804
TCV Trust & Wealth Management
Virginia
$3.72M -$53.3K -238 -1%
Lido Advisors
805
Lido Advisors
California
$3.72M -$1.11M -4,964 -23%
LFAS
806
Level Four Advisory Services
Texas
$3.72M -$363K -1,621 -9%
PA
807
PFG Advisors
Arizona
$3.7M +$3.41M +15,231 +1,212%
IWP
808
Icon Wealth Partners
Texas
$3.69M +$673K +3,001 +22%
ClearBridge Investments
809
ClearBridge Investments
New York
$3.68M +$271K +1,211 +8%
BFG
810
Beacon Financial Group
Texas
$3.67M – – –
MIAN
811
Mariner Independent Advisor Network
Kansas
$3.66M -$132K -591 -3%
MWM
812
Minot Wealth Management
Massachusetts
$3.65M -$10.1K -45 -0.3%
GGI
813
GPM Growth Investors
Michigan
$3.63M +$154K +689 +4%
UAS
814
United Asset Strategies
New York
$3.62M +$15.5K +69 +0.4%
RFM
815
Royal Fund Management
Florida
$3.6M +$104K +462 +3%
TF
816
TRH Financial
Iowa
$3.59M +$360K +1,608 +11%
GP
817
Girard Partners
Pennsylvania
$3.59M -$203K -908 -5%
SWA
818
Sutton Wealth Advisors
Florida
$3.57M +$5.38K +24 +0.2%
AWM
819
Arbor Wealth Management
Florida
$3.57M +$305K +1,361 +9%
WPA
820
Winning Points Advisors
Florida
$3.57M +$30K +134 +0.8%
WAS
821
Wealth Advisory Solutions
Indiana
$3.57M +$3.57M +15,916 New
PS
822
Pensionfund Sabic
Netherlands
$3.52M -$448K -2,000 -11%
IAN
823
Integrated Advisors Network
Texas
$3.5M +$506K +2,258 +17%
DWA
824
Douglass Winthrop Advisors
New York
$3.49M -$84.5K -377 -2%
RMDI
825
R.M. Davis Inc
Maine
$3.49M -$128K -573 -4%
31 32
33
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