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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 %
HIP
1076
HUB Investment Partners
Texas
$2.06M +$370K +1,651 +22%
CS
1077
Comerica Securities
Michigan
$2.05M -$384K -1,715 -16%
FM
1078
Foster & Motley
Ohio
$2.05M -$39K -174 -2%
PA
1079
Parallel Advisors
California
$2.05M -$334K -1,492 -14%
SIC
1080
Shoker Investment Counsel
Ohio
$2.04M -$44.4K -198 -2%
IB
1081
Intrust Bank
Kansas
$2.04M -$231K -1,031 -10%
GG
1082
Greenwood Gearhart
Arkansas
$2.04M -$211K -942 -9%
WJWM
1083
Williams Jones Wealth Management
New York
$2.02M -$11.2K -50 -0.6%
VCA
1084
Verdence Capital Advisors
Maryland
$2.02M -$19.5K -87 -1%
AF
1085
Ally Financial
Michigan
$2.02M – – –
ANTB
1086
AMG National Trust Bank
Colorado
$2.01M -$1.64M -7,334 -45%
JHCP
1087
Jackson Hole Capital Partners
Oklahoma
$2.01M -$1.79K -8 -0.1%
PCA
1088
Peddock Capital Advisors
Massachusetts
$2.01M -$4.71K -21 -0.2%
IIM
1089
Ipswich Investment Management
Massachusetts
$2M +$37.4K +167 +2%
OF
1090
Outfitter Financial
Maine
$2M +$174K +775 +9%
SNT
1091
Security National Trust
West Virginia
$1.99M +$127K +568 +7%
LTI
1092
Laffer Tengler Investments
Tennessee
$1.99M +$46.8K +209 +2%
BL
1093
BFSG LLC
California
$1.99M -$21.3K -95 -1%
JWCA
1094
J.W. Coons Advisors
Ohio
$1.98M -$290K -1,298 -13%
MCM
1095
Manchester Capital Management
Vermont
$1.98M -$7.62K -34 -0.4%
DPIM
1096
Duff & Phelps Investment Management
Illinois
$1.97M – – –
TIP
1097
Torray Investment Partners
Maryland
$1.97M +$30.9K +138 +2%
CPO
1098
Cerity Partners OCIO
New York
$1.96M +$93.5K +417 +5%
HH
1099
Hilltop Holdings
Texas
$1.96M -$140K -626 -7%
TC
1100
TwinBeech Capital
New York
$1.96M +$465K +2,075 +31%
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