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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 %
AWA
851
ARS Wealth Advisors
Florida
$2.69M -$253K -1,282 -9%
WCA
852
Waratah Capital Advisors
Ontario, Canada
$2.68M -$714K -3,611 -21%
LFAS
853
Level Four Advisory Services
Texas
$2.68M +$378K +1,908 +16%
SCP
854
Shorepoint Capital Partners
Massachusetts
$2.68M -$214K -1,081 -7%
AT
855
Arden Trust
Delaware
$2.68M +$322K +1,630 +14%
MWM
856
Mission Wealth Management
California
$2.68M -$216K -1,091 -7%
NWP
857
Northstar Wealth Partners
Connecticut
$2.67M +$35K +177 +1%
KCPG
858
Kavar Capital Partners Group
Kansas
$2.66M -$25.5K -129 -0.9%
Fisher Asset Management
859
Fisher Asset Management
Washington
$2.66M +$786K +3,978 +42%
SIM
860
Sterling Investment Management
Arizona
$2.65M -$19.4K -98 -0.7%
CB
861
Community Bank
New York
$2.64M +$58.3K +295 +2%
MCM
862
Monument Capital Management
Virginia
$2.64M -$21.1K -107 -0.8%
VFA
863
Valeo Financial Advisors
Indiana
$2.64M +$75.3K +381 +3%
SL
864
Summitry LLC
California
$2.63M +$183K +925 +7%
FAIM
865
Financial Advocates Investment Management
Washington
$2.62M +$311K +1,573 +13%
GG
866
Greenwood Gearhart
Arkansas
$2.62M -$12.8K -65 -0.5%
OI
867
Oakbrook Investments
Illinois
$2.6M -$2.72M -13,786 -51%
MA
868
Montag & Associates
Georgia
$2.6M -$20.2K -102 -0.8%
HA
869
Hamel Associates
New Jersey
$2.59M +$424K +2,145 +20%
HI
870
Human Investing
Oregon
$2.58M -$140K -710 -5%
FM
871
Foster & Motley
Ohio
$2.58M -$107K -543 -4%
MLIC
872
Mandatum Life Insurance Company
Finland
$2.58M +$391K +1,977 +18%
PVH
873
Psagot Value Holdings
Israel
$2.57M -$939K -4,750 -27%
PIM
874
Provident Investment Management
Michigan
$2.57M +$1.78K +9 +0.1%
FFWA
875
FRG Family Wealth Advisors
Washington
$2.56M – – –
33 34
35
36 37