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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 %
PI
876
PEAK6 Investments
Illinois
$2.56M +$2.56M +12,939 New
NIT
877
NumerixS Investment Technologies
British Columbia, Canada
$2.56M -$456K -2,306 -15%
CBT
878
Capital Bank & Trust
California
$2.55M +$6.52K +33 +0.3%
CC
879
Cognios Capital
Kansas
$2.54M -$1.33M -6,734 -34%
ET
880
Equitable Trust
Tennessee
$2.54M -$64.2K -325 -2%
JCM
881
Jacobi Capital Management
Pennsylvania
$2.54M -$59.5K -297 -2%
IC
882
Intersect Capital
California
$2.52M -$4.74K -24 -0.2%
PI
883
Putnam Investments
Massachusetts
$2.52M -$92.3K -467 -4%
JFM
884
Jackson Financial Management
California
$2.52M – – –
PNAA
885
Pictet North America Advisors
Switzerland
$2.52M +$363K +1,836 +17%
AA
886
Altman Advisors
Illinois
$2.51M +$23.7K +120 +1%
MME
887
Meag Munich Ergo
Germany
$2.49M -$8.38M -42,540 -77%
SWRP
888
Summit Wealth & Retirement Planning
California
$2.48M +$14.2K +72 +0.6%
CAMG
889
CWA Asset Management Group
Florida
$2.48M +$154K +777 +7%
APA
890
American Portfolios Advisors
New York
$2.48M -$478K -2,419 -16%
JWCA
891
J.W. Cole Advisors
Florida
$2.47M +$2.47M +12,519 New
KA
892
Kovack Advisors
Florida
$2.47M +$727K +3,678 +42%
SLA
893
Silver Lake Advisory
Utah
$2.47M -$54K -273 -2%
IA
894
IFP Advisors
Florida
$2.46M -$1.04M -5,246 -30%
CFA
895
Carroll Financial Associates
North Carolina
$2.46M -$286K -1,446 -10%
AAIM
896
Asset Advisors Investment Management
Georgia
$2.46M -$20.9K -101 -0.8%
CA
897
Centerpoint Advisors
Massachusetts
$2.46M – – –
ATC
898
Adirondack Trust Company
New York
$2.45M -$80.7K -377 -3%
AFM
899
Abbot Financial Management
Massachusetts
$2.45M – – –
CYG
900
Clean Yield Group
Vermont
$2.45M +$1.38K +7 +0.1%
34 35
36
37 38