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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 %
BRWA
826
B. Riley Wealth Advisors
Florida
$2.87M +$97.2K +491 +4%
BDS
827
Banco de Sabadell
Florida
$2.87M +$352K +1,786 +14%
PWAP
828
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.86M -$336K -1,596 -11%
VWM
829
Valley Wealth Managers
New Jersey
$2.86M +$598K +3,025 +26%
Kovitz Investment Group Partners
830
Kovitz Investment Group Partners
Illinois
$2.85M -$11.5K -58 -0.4%
TI
831
Truehand Inc
New Hampshire
$2.85M -$98.8K -500 -3%
PT
832
Plimoth Trust
Massachusetts
$2.85M -$28.5K -144 -1%
BBNA
833
Bremer Bank National Association
Minnesota
$2.84M -$54.3K -275 -2%
TC
834
TownSquare Capital
Utah
$2.83M +$159K +805 +6%
KCMRT
835
Kemper Corp Master Retirement Trust
Illinois
$2.83M -$395K -2,000 -12%
HKIM
836
Hayek Kallen Investment Management
Alabama
$2.81M -$24.1K -122 -0.9%
CONA
837
Capital One National Association
New York
$2.8M +$2.8M +14,186 New
SB
838
Simmons Bank
Arkansas
$2.8M -$92.3K -467 -3%
AAMU
839
AEGON Asset Management (UK)
United Kingdom
$2.79M – – –
FHB
840
First Hawaiian Bank
Hawaii
$2.76M -$224K -1,135 -8%
IC
841
Inscription Capital
Texas
$2.76M +$469K +2,371 +20%
MIM
842
Marco Investment Management
Georgia
$2.75M – – –
CA
843
Cetera Advisors
Colorado
$2.73M +$110K +555 +4%
GC
844
Grimes & Company
Massachusetts
$2.72M -$101K -513 -4%
HEIP
845
Hudson Edge Investment Partners
New Jersey
$2.71M +$15.2K +77 +0.6%
TYCC
846
Texas Yale Capital Corp
Florida
$2.71M – – –
DJSG
847
D.J. St. Germain
Massachusetts
$2.71M +$81.6K +413 +3%
GAM
848
Gould Asset Management
California
$2.71M +$18.4K +93 +0.7%
OAM
849
Optimal Asset Management
California
$2.7M +$2.7M +13,651 New
LPIC
850
LeJeune Puetz Investment Counsel
Michigan
$2.69M -$49.4K -250 -2%
32 33
34
35 36