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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 %
KFP
1001
Keystone Financial Planning
Ohio
$2.35M -$897 -4 -0%
AC
1002
Abbrea Capital
California
$2.34M +$38.3K +171 +2%
BFM
1003
Boston Financial Management
Massachusetts
$2.33M -$534K -2,385 -19%
S
1004
Seeyond
France
$2.33M +$498K +2,224 +27%
WCA
1005
Westover Capital Advisors
Delaware
$2.32M -$21.1K -94 -0.9%
CBN
1006
Cadence Bank NA
Texas
$2.32M +$142K +634 +7%
PHS
1007
Pekin Hardy Strauss
Illinois
$2.31M +$84K +375 +4%
S
1008
SimplyRich
California
$2.31M +$8.74K +39 +0.4%
KJHP
1009
K.J. Harrison & Partners
Ontario, Canada
$2.31M -$739K -3,300 -24%
BCP
1010
Blackhawk Capital Partners
Wisconsin
$2.31M +$19.5K +91 +0.9%
CAM
1011
Cresset Asset Management
Illinois
$2.29M -$2.36M -10,511 -51%
EFS
1012
Essex Financial Services
Connecticut
$2.28M -$248K -1,106 -10%
BIM
1013
Baldwin Investment Management
Pennsylvania
$2.28M -$4.03K -18 -0.2%
WGAM
1014
Wilkinson Global Asset Management
New York
$2.28M +$2.28M +10,155 New
AF
1015
Advisornet Financial
Minnesota
$2.27M +$27.6K +123 +1%
BOPW
1016
Brandywine Oak Private Wealth
Pennsylvania
$2.27M +$10.1K +45 +0.4%
GAM
1017
Griffin Asset Management
New York
$2.27M +$32.7K +146 +1%
PIM
1018
Penobscot Investment Management
Massachusetts
$2.26M -$67.9K -303 -3%
CWM
1019
Calamos Wealth Management
Illinois
$2.25M -$61K -272 -3%
PWMAG
1020
Pinnacle Wealth Management Advisory Group
New Jersey
$2.25M -$56K -250 -2%
AFM
1021
Anson Funds Management
Texas
$2.24M +$672K +3,000 +43%
C
1022
Chescapmanager
Maryland
$2.24M +$2.24M +10,000 New
CBB
1023
Citizens Business Bank
California
$2.24M -$168K -748 -7%
SW
1024
SlateStone Wealth
Florida
$2.23M -$50.4K -225 -2%
AAIM
1025
Asset Advisors Investment Management
Georgia
$2.23M -$475K -2,051 -18%
39 40
41
42 43