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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 %
BCA
876
Bray Capital Advisors
Florida
$3.08M +$156K +694 +5%
GAM
877
Gould Asset Management
California
$3.08M -$672 -3 -0%
JF
878
Jump Financial
Illinois
$3.07M +$2.68M +11,951 +681%
VA
879
Valmark Advisers
Ohio
$3.04M +$302K +1,348 +11%
SCM
880
Shelton Capital Management
Colorado
$3.03M +$1.51M +6,719 +99%
1IA
881
1834 Investment Advisors
Wisconsin
$3.03M +$2.82M +12,576 +1,313%
SFG
882
SageGuard Financial Group
Tennessee
$3.03M -$235K -1,051 -7%
GT
883
Greenleaf Trust
Michigan
$3.02M +$306K +1,366 +11%
MIM
884
Marco Investment Management
Georgia
$3.01M +$330K +1,472 +12%
MAFM
885
Mid Atlantic Financial Management
Pennsylvania
$3M -$208K -926 -6%
UCMOK
886
United Capital Management of KS
Kansas
$3M +$169K +754 +6%
CFGS
887
Concourse Financial Group Securities
Alabama
$2.99M -$63.9K -285 -2%
ADL
888
Asset Dedication LLC
California
$2.98M -$581K -2,601 -16%
MCWS
889
McKinley Carter Wealth Services
West Virginia
$2.98M +$251K +1,121 +9%
BCM
890
Brooktree Capital Management
Michigan
$2.97M -$212K -947 -7%
FFWA
891
FRG Family Wealth Advisors
Washington
$2.96M +$14.6K +65 +0.5%
WWM
892
Western Wealth Management
Colorado
$2.96M +$135K +601 +5%
DWT
893
Dorsey & Whitney Trust
South Dakota
$2.96M -$50.7K -226 -2%
TAM
894
Tealwood Asset Management
Minnesota
$2.94M -$236K -1,054 -7%
TPA
895
Trivium Point Advisory
Connecticut
$2.94M +$119K +532 +4%
IAIM
896
International Assets Investment Management
Florida
$2.93M +$1.45M +10,517 +97%
PWP
897
Private Wealth Partners
California
$2.93M -$189K -842 -6%
CL
898
Choreo LLC
Illinois
$2.93M -$13.9K -62 -0.5%
PIM
899
Provident Investment Management
Michigan
$2.91M – – –
FTA
900
Financial & Tax Architects
Missouri
$2.9M +$2.9M +12,953 New
34 35
36
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