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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 %
BP
951
BBR Partners
New York
$2.18M +$1.53M +7,719 +233%
VC
952
Veracity Capital
Georgia
$2.18M +$2.18M +11,015 New
WAAG
953
Wealth Alliance Advisory Group
Kansas
$2.16M +$16.6K +84 +0.8%
OBWP
954
O'Brien Wealth Partners
Massachusetts
$2.15M +$2.02K +10 +0.1%
SWM
955
SVA Wealth Management
Wisconsin
$2.14M -$25.7K -130 -1%
KFP
956
Keystone Financial Planning
Ohio
$2.14M – – –
MCWS
957
McKinley Carter Wealth Services
West Virginia
$2.13M +$62.8K +318 +3%
ED
958
Exane Derivatives
France
$2.13M +$585K +2,790 +38%
QCG
959
Quadrant Capital Group
Ohio
$2.13M +$144K +739 +7%
WCA
960
Westover Capital Advisors
Delaware
$2.13M -$66.8K -338 -3%
GT
961
Greenleaf Trust
Michigan
$2.13M +$15.4K +78 +0.7%
LFA
962
Lighthouse Financial Advisors
Maryland
$2.13M +$2.13M +10,759 New
LCM
963
Liberty Capital Management
Michigan
$2.12M -$2.17K -11 -0.1%
FMWA
964
Forvis Mazars Wealth Advisors
Missouri
$2.11M +$380K +1,923 +22%
TA
965
TCG Advisors
Texas
$2.1M +$308K +1,559 +17%
S
966
SimplyRich
California
$2.1M – – –
MIM
967
Montgomery Investment Management
Maryland
$2.1M -$98.8K -500 -5%
WPW
968
Waldron Private Wealth
Pennsylvania
$2.1M -$12.6K -64 -0.6%
MYLI
969
Meiji Yasuda Life Insurance
Japan
$2.09M -$55.9K -283 -3%
MC
970
Moors & Cabot
Massachusetts
$2.09M +$254K +1,279 +14%
BOPW
971
Brandywine Oak Private Wealth
Pennsylvania
$2.09M -$34.2K -173 -2%
CHA
972
Carmichael Hill & Associates
Maryland
$2.09M +$110K +557 +6%
SIM
973
Stratos Investment Management
Ohio
$2.08M +$408K +2,067 +24%
BRC
974
Bell Rock Capital
Delaware
$2.08M -$143K -722 -6%
HI
975
Hoey Investments
Pennsylvania
$2.08M +$2.08M +10,524 New
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