MCD icon

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 %
PWMAG
1126
Pinnacle Wealth Management Advisory Group
New Jersey
$1.49M -$46K -233 -3%
JGIA
1127
Jackson Grant Investment Advisers
Connecticut
$1.49M -$23.7K -120 -2%
WEPOG
1128
Wealth Enhancement & Preservation of GA
Georgia
$1.48M +$1.48M +7,523 New
PV
1129
Private Vista
Illinois
$1.48M +$156K +791 +12%
VIG
1130
Vienna Insurance Group
Poland
$1.47M -$395K -1,999 -21%
MCA
1131
Mercer Capital Advisers
New Jersey
$1.47M – – –
CAM
1132
Cozad Asset Management
Illinois
$1.46M +$391K +1,977 +37%
CCM
1133
Crossvault Capital Management
Texas
$1.45M -$10.9K -55 -0.7%
MCAI
1134
Members Capital Advisors Inc
Wisconsin
$1.45M +$1.45M +7,342 New
CPO
1135
Cerity Partners OCIO
New York
$1.45M -$3.6K -17 -0.2%
OFG
1136
OmniStar Financial Group
North Carolina
$1.45M +$20.9K +106 +1%
AIA
1137
Armor Investment Advisors
North Carolina
$1.45M -$5.73K -29 -0.4%
VLKIM
1138
Van Lanschot Kempen Investment Management
Netherlands
$1.45M +$1.45M +7,319 New
MJRIC
1139
Mogy Joel R Investment Counsel
California
$1.44M – – –
FWP
1140
FAS Wealth Partners
Kansas
$1.44M +$3.95K +20 +0.3%
NNP
1141
Nachman Norwood & Parrott
South Carolina
$1.44M +$1.58K +8 +0.1%
CIM
1142
CIM Investment Management
Pennsylvania
$1.43M +$608K +3,076 +74%
CCA
1143
Cobblestone Capital Advisors
New York
$1.43M +$122K +617 +9%
SNT
1144
Security National Trust
West Virginia
$1.43M +$10.3K +52 +0.7%
TI
1145
tru Independence
Oregon
$1.43M +$1.43M +8,617 New
SIAG
1146
Signet Investment Advisory Group
Rhode Island
$1.42M -$42.5K -215 -3%
ESBC
1147
E.S. Barr & Co
Kentucky
$1.42M – – –
SPC
1148
Stewart & Patten Company
California
$1.42M -$198 -1 -0%
MLM
1149
Mount Lucas Management
Pennsylvania
$1.42M -$449K -2,271 -24%
PIG
1150
Pantheon Investment Group
California
$1.42M +$1.42M +7,112 New
44 45
46
47 48