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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 %
AWM
976
Apollon Wealth Management
South Carolina
$2.49M -$2.66M -11,887 -52%
OBWP
977
O'Brien Wealth Partners
Massachusetts
$2.49M +$230 +1 +0%
FFN
978
Focus Financial Network
Minnesota
$2.49M +$245K +1,094 +11%
HWA
979
Heritage Way Advisors
Illinois
$2.49M +$6.72K +30 +0.3%
OAJ
980
Ogorek Anthony Joseph
New York
$2.47M +$642K +2,865 +35%
CIA
981
Cohen Investment Advisors
New Hampshire
$2.47M +$180K +812 +8%
VMPIC
982
Varma Mutual Pension Insurance Co
Finland
$2.46M – – –
CBT
983
Capital Bank & Trust
California
$2.45M -$93.5K -417 -4%
SAMC
984
Spectrum Asset Management (California)
California
$2.44M +$84.3K +376 +4%
SBSB
985
Sullivan, Bruyette, Speros & Blaney
Virginia
$2.44M +$216K +966 +10%
CIAS
986
Capital Investment Advisory Services
North Carolina
$2.43M -$36.3K -162 -1%
MC
987
Moors & Cabot
Massachusetts
$2.43M +$102K +454 +4%
SIM
988
Stratos Investment Management
Ohio
$2.43M -$241K -1,074 -9%
CCM
989
Crossvault Capital Management
Texas
$2.4M -$142K -635 -6%
RWM
990
RKL Wealth Management
Pennsylvania
$2.4M -$250K -1,115 -9%
WAAG
991
Wealth Alliance Advisory Group
Kansas
$2.39M +$102K +456 +4%
LS
992
Livforsakringsbolaget Skandia
Sweden
$2.39M – – –
FI
993
Fosun International
China
$2.39M +$376K +1,670 +19%
CNBTD
994
Citizens National Bank Trust Department
Mississippi
$2.38M +$2.91K +13 +0.1%
HIC
995
Holderness Investments Company
North Carolina
$2.38M +$21.7K +97 +0.9%
FAIM
996
Financial Advocates Investment Management
Washington
$2.37M +$169K +753 +8%
AA
997
Altman Advisors
Illinois
$2.37M -$358K -1,600 -13%
CHA
998
Carmichael Hill & Associates
Maryland
$2.37M – – –
SCM
999
Schnieders Capital Management
California
$2.36M +$1.35K +6 +0.1%
EWA
1000
Exencial Wealth Advisors
Oklahoma
$2.36M +$376K +1,676 +19%
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