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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 %
OIA
1126
Optimum Investment Advisors
Illinois
$1.86M +$56K +250 +3%
WPW
1127
Waldron Private Wealth
Pennsylvania
$1.84M -$3.59K -16 -0.2%
BSB
1128
Bangor Savings Bank
Maine
$1.84M +$41.4K +185 +2%
ECM
1129
Evergreen Capital Management
Washington
$1.84M +$336K +1,498 +22%
MFG
1130
Merit Financial Group
Georgia
$1.83M +$65K +290 +4%
FG
1131
Fiduciary Group
Georgia
$1.82M -$11.3K -48 -0.6%
SJIM
1132
St. Johns Investment Management
Florida
$1.82M -$224 -1 -0%
NNP
1133
Nachman Norwood & Parrott
South Carolina
$1.82M -$48.9K -218 -3%
KA
1134
Kercheville Advisors
Texas
$1.82M -$64.8K -290 -3%
BPA
1135
Beacon Pointe Advisors
California
$1.82M -$72.1K -321 -4%
CCT
1136
Country Club Trust
Missouri
$1.81M +$51.3K +228 +3%
V
1137
VeraBank
Texas
$1.8M +$22.4K +100 +1%
FCFC
1138
First Commonwealth Financial Corp
Pennsylvania
$1.8M -$22.4K -100 -1%
BCI
1139
Brinker Capital Investments
Pennsylvania
$1.79M -$1.08M -4,813 -38%
CB
1140
CNB Bank
Pennsylvania
$1.78M +$122K +546 +7%
MA
1141
Modus Advisors
Minnesota
$1.77M +$124K +553 +8%
JPMIA
1142
J.P. Marvel Investment Advisors
Massachusetts
$1.77M – – –
RHBC
1143
R.H. Bluestein & Co
Michigan
$1.76M -$42.1M -187,663 -96%
LIM
1144
Longfellow Investment Management
Massachusetts
$1.76M -$256K -1,142 -13%
PIG
1145
Pantheon Investment Group
California
$1.76M +$298K +1,327 +20%
WCM
1146
Wunderlich Capital Managemnt
Tennessee
$1.76M +$1.76M +7,850 New
CA
1147
Claro Advisors
Massachusetts
$1.76M +$169K +755 +11%
PI
1148
Pettee Investors
Connecticut
$1.75M – – –
RCAG
1149
Rehmann Capital Advisory Group
Michigan
$1.75M +$56K +250 +3%
UBG
1150
United Bank (Georgia)
Georgia
$1.75M -$18.6K -83 -1%
44 45
46
47 48