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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 %
CI
901
Centerstone Investors
New York
$2.43M +$347K +1,757 +17%
BCA
902
Bray Capital Advisors
Florida
$2.42M +$790 +4 +0%
AAM
903
Auxier Asset Management
Oregon
$2.42M -$212K -1,075 -8%
IRF
904
IBM Retirement Fund
New York
$2.41M -$135K -682 -5%
F
905
F3Logic
Minnesota
$2.4M +$306K +1,535 +15%
FMC
906
First Merchants Corp
Indiana
$2.39M -$289K -1,462 -11%
SW
907
SlateStone Wealth
Florida
$2.39M +$505K +2,557 +27%
HSA
908
HBK Sorce Advisory
Pennsylvania
$2.38M -$17K -86 -0.7%
MIC
909
Means Investment Company
Maine
$2.38M +$290K +1,369 +14%
SXL
910
Summit X LLC
Missouri
$2.36M +$1.54M +7,707 +186%
CI
911
Conning Inc
Connecticut
$2.36M -$63.2K -320 -3%
IIM
912
Ipswich Investment Management
Massachusetts
$2.36M +$7.11K +36 +0.3%
DWT
913
Dorsey & Whitney Trust
South Dakota
$2.34M +$234K +1,186 +11%
ACS
914
Archford Capital Strategies
Illinois
$2.34M +$168K +852 +8%
BC
915
Burleson & Co
California
$2.32M +$1.27K +6 +0.1%
FSCM
916
Front Street Capital Management
Montana
$2.32M +$95.9K +485 +4%
RP
917
Rice Partnership
Hawaii
$2.32M +$1.36M +6,880 +142%
CWP
918
CFM Wealth Partners
Texas
$2.32M +$2.32M +10,988 New
EFS
919
Essex Financial Services
Connecticut
$2.31M -$29.8K -151 -1%
LSV Asset Management
920
LSV Asset Management
Illinois
$2.31M -$316K -1,600 -12%
ZCA
921
Zeke Capital Advisors
Pennsylvania
$2.31M +$6.32K +32 +0.3%
FUBT
922
First United Bank & Trust
Maryland
$2.29M -$4.94K -25 -0.2%
CT
923
Coastline Trust
Rhode Island
$2.29M -$790 -4 -0%
CWM
924
CMH Wealth Management
New Hampshire
$2.29M +$68.2K +345 +3%
SCA
925
Snowden Capital Advisors
New York
$2.29M -$2.05M -10,378 -47%
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37
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