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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 %
CA
926
Centerpoint Advisors
Massachusetts
$2.77M – – –
IIC
927
Ironwood Investment Counsel
Arizona
$2.77M -$388K -1,733 -12%
GDP
928
Great Diamond Partners
Maine
$2.76M -$2.02K -9 -0.1%
CT
929
Coastline Trust
Rhode Island
$2.75M +$394K +1,760 +17%
YCMGA
930
York Capital Management Global Advisors
New York
$2.75M +$2.75M +12,276 New
GL
931
Graypoint LLC
New York
$2.73M -$224K -1,001 -8%
BAM
932
Bruderman Asset Management
New York
$2.73M +$79.1K +353 +3%
AFM
933
Abbot Financial Management
Massachusetts
$2.73M +$11.2K +50 +0.4%
ATC
934
Adirondack Trust Company
New York
$2.72M +$153K +682 +6%
VC
935
Veracity Capital
Georgia
$2.71M +$66.8K +298 +3%
OIA
936
OneDigital Investment Advisors
Kansas
$2.71M +$825K +3,680 +44%
HNW
937
High Note Wealth
Minnesota
$2.71M +$49.5K +221 +2%
FMT
938
First Mercantile Trust
Tennessee
$2.71M -$362K -1,617 -12%
LAIC
939
Lederer & Associates Investment Counsel
California
$2.71M +$96.4K +430 +4%
AAM
940
Auxier Asset Management
Oregon
$2.71M +$1.35K +6 +0%
SLA
941
Silver Lake Advisory
Utah
$2.7M -$8.07K -36 -0.3%
JCM
942
Jacobi Capital Management
Pennsylvania
$2.69M -$31.2K -139 -1%
WCM
943
Whitener Capital Management
North Carolina
$2.69M +$378K +1,685 +16%
AWM
944
Avior Wealth Management
Nebraska
$2.69M +$2.47K +11 +0.1%
CWP
945
CFM Wealth Partners
Texas
$2.69M -$78.5K -350 -3%
IC
946
Inscription Capital
Texas
$2.68M -$173K -770 -6%
IA
947
IndexIQ Advisors
New York
$2.68M +$340K +1,516 +15%
CPIG
948
Chicago Partners Investment Group
Illinois
$2.68M +$202K +871 +8%
BAM
949
Belpointe Asset Management
Nevada
$2.67M +$38.3K +171 +1%
SB
950
Strategic Blueprint
Georgia
$2.67M -$892K -3,982 -25%
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