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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 %
MWM
901
Mattern Wealth Management
Kansas
$2.9M +$25.8K +115 +0.9%
VNA
902
Valley National Advisers
Pennsylvania
$2.9M -$41.7K -186 -1%
OSNBOA
903
Old Second National Bank of Aurora
Illinois
$2.89M +$111K +497 +4%
Dodge & Cox
904
Dodge & Cox
California
$2.88M -$191K -850 -6%
CCM
905
Compton Capital Management
Rhode Island
$2.86M +$33.6K +150 +1%
JIP
906
Jaffetilchin Investment Partners
Florida
$2.86M +$2.07M +9,236 +262%
AWA
907
ARS Wealth Advisors
Florida
$2.85M -$62.7K -280 -2%
LFA
908
Lighthouse Financial Advisors
Maryland
$2.85M -$31.8K -142 -1%
CCT
909
Capital City Trust
Florida
$2.85M -$110K -492 -4%
SFO
910
Stokes Family Office
Louisiana
$2.84M -$402K -1,793 -12%
KTM
911
Keeler Thomas Management
Utah
$2.84M -$334K -1,491 -11%
WIA
912
Wealthstreet Investment Advisors
Texas
$2.83M +$341K +1,520 +14%
RPC
913
Rossmore Private Capital
Connecticut
$2.82M -$204K -908 -7%
HEIP
914
Hudson Edge Investment Partners
New Jersey
$2.82M -$7.84K -35 -0.3%
PH
915
Pinnacle Holdings
Oklahoma
$2.82M -$6.28K -28 -0.2%
PWPS
916
Pinnacle Wealth Planning Services
Ohio
$2.81M +$84.7K +378 +3%
GC
917
Grimes & Company
Massachusetts
$2.81M -$229K -1,022 -8%
TYCC
918
Texas Yale Capital Corp
Florida
$2.81M +$129K +576 +5%
LPIC
919
LeJeune Puetz Investment Counsel
Michigan
$2.8M – – –
MSAM
920
Moloney Securities Asset Management
Missouri
$2.8M +$1.78M +7,919 +173%
SCP
921
Shorepoint Capital Partners
Massachusetts
$2.8M +$12.3K +55 +0.4%
HSA
922
HBK Sorce Advisory
Pennsylvania
$2.78M +$47.3K +211 +2%
HIIFS
923
Harel Insurance Investments & Financial Services
Israel
$2.78M +$959K +1,337 +53%
GVAG
924
Great Valley Advisor Group
Delaware
$2.78M -$42.4K -189 -2%
WAOTB
925
Wealth Advisors of Tampa Bay
Florida
$2.78M +$238K +1,064 +9%
35 36
37
38 39