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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 %
HZ
1001
Hixon Zuercher
Ohio
$1.95M +$1.95M +9,864 New
HB
1002
Homrich & Berg
Georgia
$1.95M -$87.3K -442 -4%
MC
1003
Machina Capital
France
$1.94M +$1.94M +9,815 New
SB
1004
Strategic Blueprint
Georgia
$1.94M -$1.34M -6,783 -41%
FC
1005
Financial Consulate
Maryland
$1.94M – – –
S
1006
Surevest
California
$1.93M +$291K +1,475 +18%
ANRIA
1007
American National Registered Investment Advisor
Texas
$1.93M -$5.93K -30 -0.3%
GRP
1008
Global Retirement Partners
California
$1.93M -$435K -2,203 -18%
UCMOK
1009
United Capital Management of KS
Kansas
$1.92M -$114K -578 -6%
RIA
1010
Realta Investment Advisors
Delaware
$1.92M +$93.2K +479 +5%
ACM
1011
Alta Capital Management
Utah
$1.92M +$88.9K +450 +5%
CQS
1012
Credential Qtrade Securities
$1.91M +$228K +1,152 +14%
EP
1013
Eudaimonia Partners
Tennessee
$1.9M +$1.9M +9,595 New
HFA
1014
HC Financial Advisors
California
$1.89M -$151K -766 -7%
SA
1015
Sicart Associates
New York
$1.89M -$277K -1,400 -13%
SCM
1016
Schnieders Capital Management
California
$1.89M – – –
SCM
1017
SOL Capital Management
Maryland
$1.88M – – –
Voloridge Investment Management
1018
Voloridge Investment Management
Florida
$1.88M -$37.7M -191,015 -95%
AWM
1019
Aevitas Wealth Management
Massachusetts
$1.88M +$93.4K +473 +5%
WBC
1020
West Branch Capital
Massachusetts
$1.87M +$342K +1,733 +22%
TPA
1021
Trivium Point Advisory
Connecticut
$1.86M +$24.7K +125 +1%
PAS
1022
Park Avenue Securities
New York
$1.85M +$201K +1,017 +12%
IDBONY
1023
Israel Discount Bank of New York
New York
$1.85M +$67.4K +341 +4%
CC
1024
Chicago Capital
Illinois
$1.84M +$113K +574 +7%
FHA
1025
First Horizon Advisors
Tennessee
$1.83M -$23.1K -117 -1%
39 40
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