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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 %
VWA
826
Visionary Wealth Advisors
Illinois
$3.46M -$287K -1,281 -8%
APA
827
American Portfolios Advisors
New York
$3.46M +$49.8K +222 +1%
SL
828
Summitry LLC
California
$3.46M +$186K +831 +6%
TWMP
829
Taylor Wealth Management Partners
Massachusetts
$3.46M -$23.1K -103 -0.7%
NIC
830
Northwest Investment Counselors
Oregon
$3.45M -$64.3K -287 -2%
IWC
831
Integrated Wealth Concepts
Massachusetts
$3.43M -$106K -473 -3%
GIP
832
Greatmark Investment Partners
Georgia
$3.43M +$4.48K +20 +0.1%
VWM
833
Valley Wealth Managers
New Jersey
$3.43M +$371K +1,655 +12%
DCM
834
Delta Capital Management
New Jersey
$3.41M +$44.8K +200 +1%
IC
835
Intersect Capital
California
$3.4M +$96.2K +429 +3%
CC
836
Cadinha & Co
Hawaii
$3.4M -$345K -1,541 -9%
LCM
837
Liberty Capital Management
Michigan
$3.38M +$180K +804 +6%
JWCA
838
J.W. Cole Advisors
Florida
$3.38M -$355K -1,584 -10%
OAM
839
Optimal Asset Management
California
$3.37M +$336K +1,500 +11%
VLKIM
840
Van Lanschot Kempen Investment Management
Netherlands
$3.35M +$989K +4,411 +42%
Grantham, Mayo, Van Otterloo & Co (GMO)
841
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.35M +$3.35M +14,945 New
ECM
842
Everence Capital Management
Indiana
$3.3M – – –
ST
843
Spinnaker Trust
Maine
$3.3M +$99K +442 +3%
DMC
844
Drexel Morgan & Co
Pennsylvania
$3.29M – – –
OSAM
845
O'Shaughnessy Asset Management
Connecticut
$3.29M +$650K +2,901 +25%
NHC
846
Nicholas Hoffman & Company
Georgia
$3.28M +$17.3K +77 +0.5%
MPI
847
Mairs & Power Inc
Minnesota
$3.27M -$167K -747 -5%
PL
848
Parthenon LLC
Kentucky
$3.26M -$22.4K -100 -0.7%
TC
849
Telemus Capital
Michigan
$3.23M -$84.9K -371 -3%
WF
850
WoodTrust Financial
Wisconsin
$3.23M +$210K +938 +7%
32 33
34
35 36