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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 %
V
1101
VeraBank
Texas
$1.58M +$66K +334 +4%
BCWM
1102
Blue Chip Wealth Management
Florida
$1.57M +$128K +648 +9%
LRPA
1103
L. Roy Papp & Associates
Arizona
$1.57M -$9.49K -48 -0.6%
JPMIA
1104
J.P. Marvel Investment Advisors
Massachusetts
$1.56M – – –
AWM
1105
Altium Wealth Management
New York
$1.56M +$45.8K +232 +3%
IC
1106
IEQ Capital
California
$1.55M +$1.55M +7,850 New
PHS
1107
Pekin Hardy Strauss
Illinois
$1.55M – – –
PI
1108
Pettee Investors
Connecticut
$1.55M – – –
FL
1109
Fort LP
Maryland
$1.54M +$458K +2,316 +42%
WA1
1110
Wimmer Associates 1
California
$1.54M +$11.9K +60 +0.8%
BCM
1111
Brookstone Capital Management
Illinois
$1.52M +$225K +1,139 +17%
JFGIW
1112
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.52M -$196K -993 -11%
CCM
1113
Cox Capital Management
Massachusetts
$1.51M -$765K -3,873 -34%
PMG
1114
ProVise Management Group
Florida
$1.51M -$3.16K -16 -0.2%
FG
1115
Fiduciary Group
Georgia
$1.51M -$92.5K -468 -6%
HWA
1116
HCR Wealth Advisors
California
$1.51M +$433K +2,193 +40%
AWM
1117
Adams Wealth Management
Utah
$1.51M +$1.51M +7,625 New
WWM
1118
Willingdon Wealth Management
North Carolina
$1.5M -$15.2K -77 -1%
NB
1119
Nicolet Bankshares
Wisconsin
$1.5M -$10.1K -51 -0.7%
JHCP
1120
Jackson Hole Capital Partners
Oklahoma
$1.5M +$7.31K +37 +0.5%
MCM
1121
Mitchell Capital Management
Kansas
$1.49M -$62.6K -317 -4%
SSA
1122
Schonfeld Strategic Advisors
New York
$1.49M +$1.49M +7,560 New
FIB
1123
First Interstate Bank
Montana
$1.49M +$54.1K +274 +4%
TF
1124
TRH Financial
Iowa
$1.49M +$1.49M +7,349 New
HH
1125
Hilltop Holdings
Texas
$1.49M -$315K -1,596 -17%
43 44
45
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