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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 %
SXL
951
Summit X LLC
Missouri
$2.66M +$59.1K +264 +2%
FSCM
952
Front Street Capital Management
Montana
$2.65M – – –
CT
953
Clearstead Trust
Maine
$2.64M +$73.1K +326 +3%
CFA
954
Carroll Financial Associates
North Carolina
$2.64M -$7.4K -33 -0.3%
VF
955
Vest Financial
Virginia
$2.64M +$515K +2,296 +24%
RIA
956
Realta Investment Advisors
Delaware
$2.61M +$604K +2,696 +30%
PP
957
Patten & Patten
Tennessee
$2.61M +$3.14K +14 +0.1%
Loomis, Sayles & Company
958
Loomis, Sayles & Company
Massachusetts
$2.61M -$66.8K -298 -3%
CFA
959
CWS Financial Advisors
Michigan
$2.6M +$8.29K +37 +0.3%
CBT
960
CoreFirst Bank & Trust
Kansas
$2.59M -$41.5K -185 -2%
JWM
961
Jupiter Wealth Management
Colorado
$2.59M +$706K +3,000 +38%
CSUI
962
Cincinnati Specialty Underwriters Insurance
Ohio
$2.58M – – –
KCPG
963
Kavar Capital Partners Group
Kansas
$2.57M -$89.7K -400 -3%
CIA
964
Citadel Investment Advisory
Ohio
$2.57M – – –
ECG
965
Edge Capital Group
Georgia
$2.57M -$450K -2,007 -15%
SWA
966
SOA Wealth Advisors
New York
$2.56M -$110K -491 -4%
FUBT
967
First United Bank & Trust
Maryland
$2.55M -$3.36K -15 -0.1%
YIH
968
Y-Intercept (HK)
Hong Kong
$2.55M +$1.98M +8,802 +348%
ECM
969
Exchange Capital Management
Michigan
$2.53M -$152K -676 -6%
HWA
970
Heritage Wealth Advisors
Virginia
$2.52M +$200K +891 +9%
VPIM
971
Vanguard Personalized Indexing Management
California
$2.52M +$726K +3,240 +41%
FMW
972
Farr Miller & Washington
District of Columbia
$2.51M +$634K +2,827 +34%
DHFB
973
Dixon Hubard Feinour & Brown
Virginia
$2.51M +$1.24M +5,604 +98%
BC
974
Brookfield Corp
Ontario, Canada
$2.51M +$2.51M +11,197 New
AWM
975
Altium Wealth Management
New York
$2.5M +$256K +1,141 +11%
37 38
39
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