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 %
LWMM
1151
Legacy Wealth Management (Mississippi)
Mississippi
$1.41M +$1.41M +7,151 New
CGL
1152
Clarius Group LLC
Washington
$1.41M -$9.02K -43 -0.6%
HCM
1153
Highlander Capital Management
New Jersey
$1.41M – – –
WC
1154
Westhampton Capital
North Carolina
$1.41M +$9.88K +50 +0.7%
VCP
1155
Verus Capital Partners
Arizona
$1.41M +$1.41M +7,136 New
ATWA
1156
Arbor Trust Wealth Advisors
Michigan
$1.4M +$1.4M +7,099 New
GIP
1157
Granite Investment Partners
California
$1.4M +$3.56K +18 +0.3%
CBU
1158
CIBC Bank USA
Illinois
$1.4M +$56.7K +287 +4%
GFPC
1159
Global Financial Private Client
Florida
$1.4M +$1.4M +7,082 New
AF
1160
Arrow Financial
New York
$1.4M -$394K -1,996 -22%
ESB
1161
Essex Savings Bank
Connecticut
$1.4M -$34.2K -173 -2%
SS
1162
Simplicity Solutions
Minnesota
$1.4M +$389K +1,966 +39%
IMRF
1163
Illinois Municipal Retirement Fund
Illinois
$1.4M +$1.4M +7,064 New
JFA
1164
Johanson Financial Advisors
California
$1.4M +$1.39M +274,263 +18,055%
FAM
1165
Fred Alger Management
New York
$1.39M -$66.2M -335,251 -98%
TCA
1166
Transcend Capital Advisors
New Jersey
$1.39M +$1.39M +7,013 New
AF
1167
Affiance Financial
Minnesota
$1.38M -$35.2K -178 -2%
BBWA
1168
Bell & Brown Wealth Advisors
California
$1.36M +$1.68K +8 +0.1%
TBNY
1169
Trustco Bank (New York)
New York
$1.36M -$287K -1,450 -17%
SSW
1170
Smith Shellnut Wilson
Mississippi
$1.36M +$849K +4,294 +165%
CRC
1171
Curi RMB Capital
Illinois
$1.36M -$375K -1,896 -22%
OPS
1172
Orion Portfolio Solutions
Nebraska
$1.36M +$1.36M +6,888 New
HAIM
1173
Hunter Associates Investment Management
Pennsylvania
$1.36M -$247K -1,250 -15%
RG
1174
Rikoon Group
New Mexico
$1.36M +$2.17K +11 +0.2%
Koshinski Asset Management
1175
Koshinski Asset Management
Illinois
$1.36M +$275K +1,396 +25%
45 46
47
48 49