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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 %
PP
926
Patten & Patten
Tennessee
$2.28M +$354K +1,794 +18%
CCMW
927
Cypress Capital Management (Wyoming)
Wyoming
$2.28M -$91.9K -465 -4%
CSUI
928
Cincinnati Specialty Underwriters Insurance
Ohio
$2.27M – – –
MWM
929
Mattern Wealth Management
Kansas
$2.27M +$2.27M +11,504 New
IIC
930
Ironwood Investment Counsel
Arizona
$2.26M +$104K +525 +5%
GDP
931
Great Diamond Partners
Maine
$2.26M +$2.26M +11,427 New
CFGS
932
Concourse Financial Group Securities
Alabama
$2.26M +$1.78M +8,994 +372%
JWA
933
JFS Wealth Advisors
Pennsylvania
$2.25M +$198 +1 +0%
PIM
934
Penobscot Investment Management
Massachusetts
$2.24M -$137K -695 -6%
AC
935
Abbrea Capital
California
$2.24M +$36.2K +183 +2%
VF
936
Virtu Financial
New York
$2.24M -$564K -2,853 -20%
WAM
937
Wealthspire Advisors (Maryland)
Maryland
$2.24M +$19.4K +98 +0.9%
Loomis, Sayles & Company
938
Loomis, Sayles & Company
Massachusetts
$2.23M -$116K -587 -5%
WCM
939
Weld Capital Management
New York
$2.22M +$2.22M +11,221 New
EHWM
940
Eads & Heald Wealth Management
Georgia
$2.21M +$10.9K +55 +0.5%
PIMJS
941
PKO Investment Management Joint-Stock
Poland
$2.21M -$689K -3,487 -24%
CPIG
942
Chicago Partners Investment Group
Illinois
$2.21M -$36.1K -171 -2%
BA
943
Birinyi Associates
Connecticut
$2.21M +$409K +2,070 +23%
HAS
944
HBW Advisory Services
California
$2.2M +$193K +970 +10%
PFO
945
Pathstone Family Office
New Jersey
$2.2M +$69.2K +35 +3%
CCM
946
Compton Capital Management
Rhode Island
$2.2M +$109K +550 +5%
CAC
947
Core Alternative Capital
Georgia
$2.2M +$2.2M +11,113 New
MCM
948
Manchester Capital Management
Vermont
$2.19M +$237K +1,200 +12%
SBIA
949
Sheaff Brock Investment Advisors
Indiana
$2.19M -$3.95K -20 -0.2%
LHC
950
Little House Capital
Massachusetts
$2.18M -$554K -2,803 -20%
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