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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 %
CCA
1026
Checchi Capital Advisers
California
$1.82M +$11.9K +60 +0.7%
ADMI
1027
Albert D. Mason Inc
Massachusetts
$1.82M -$61.3K -310 -3%
NG
1028
NatWest Group
United Kingdom
$1.81M – – –
EWM
1029
Empirical Wealth Management
Washington
$1.81M -$59.9K -303 -3%
EWA
1030
EP Wealth Advisors
California
$1.81M +$126K +637 +7%
UBG
1031
United Bank (Georgia)
Georgia
$1.8M +$4.74K +24 +0.3%
BONST
1032
Bank of Nova Scotia Trust
Ontario, Canada
$1.8M +$251K +1,271 +16%
MWM
1033
Minot Wealth Management
Massachusetts
$1.79M +$1.79M +8,482 New
PCA
1034
Peddock Capital Advisors
Massachusetts
$1.79M -$1.38K -7 -0.1%
SDWIA
1035
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.78M +$42.9K +217 +2%
ECM
1036
ETrade Capital Management
Virginia
$1.78M -$2.62M -13,242 -60%
MC
1037
Martin & Co
Tennessee
$1.78M +$24.7K +125 +1%
GIM
1038
Groesbeck Investment Management
New Jersey
$1.77M +$793K +4,015 +81%
BO
1039
BRR OpCo
Ohio
$1.77M -$99.4K -503 -5%
RC
1040
RegentAtlantic Capital
New Jersey
$1.77M +$22.3K +113 +1%
RCA
1041
Resonant Capital Advisors
Wisconsin
$1.77M +$1.77M +8,952 New
WWM
1042
Western Wealth Management
Colorado
$1.76M -$167K -846 -9%
GVAG
1043
Great Valley Advisor Group
Delaware
$1.76M +$443K +2,241 +34%
CWM
1044
Chesapeake Wealth Management
Virginia
$1.76M -$49.8K -252 -3%
FCFC
1045
First Commonwealth Financial Corp
Pennsylvania
$1.76M -$26.1K -132 -1%
AFP
1046
Ausdal Financial Partners
Iowa
$1.75M +$130K +608 +8%
AFS
1047
Access Financial Services
Minnesota
$1.75M +$1.75M +8,855 New
DAS
1048
Dynamic Advisor Solutions
Arizona
$1.74M +$29.8K +151 +2%
IAMOG
1049
Investors Asset Management of Georgia
Georgia
$1.73M -$29.6K -150 -2%
Holocene Advisors
1050
Holocene Advisors
New York
$1.73M +$1.73M +8,772 New
40 41
42
43 44