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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 %
MA
1176
Mutual Advisors
Nebraska
$1.36M +$149K +752 +12%
PO
1177
Private Ocean
California
$1.36M -$19K -96 -1%
MRCM
1178
M&R Capital Management
New Jersey
$1.36M +$7.71K +39 +0.6%
ANBT
1179
American National Bank & Trust
Texas
$1.35M -$14.2K -72 -1%
EPC
1180
Emerson Point Capital
New York
$1.34M -$12.7M -64,299 -90%
ACA
1181
Ackerman Capital Advisors
Texas
$1.34M +$2.57K +13 +0.2%
FMB
1182
Field & Main Bank
Kentucky
$1.34M +$38.5K +195 +3%
PBC
1183
Pavion Blue Capital
California
$1.34M +$1.34M +6,760 New
FBB
1184
Fulton Breakefield Broenniman
Maryland
$1.33M -$97.9K -495 -7%
BAM
1185
Boyar Asset Management
New York
$1.33M -$43.7K -221 -3%
CM
1186
Capula Management
Cayman Islands
$1.33M +$1.33M +6,712 New
SC
1187
Schulhoff & Co
Ohio
$1.32M -$13.8K -70 -1%
JWM
1188
JGP Wealth Management
Oregon
$1.32M -$5.06K -25 -0.4%
AB
1189
Atlas Brown
Kentucky
$1.32M -$12.3K -62 -0.9%
ZIC
1190
ZWJ Investment Counsel
Georgia
$1.32M +$124K +627 +10%
MBT
1191
Montecito Bank & Trust
California
$1.32M -$19.8K -100 -1%
NSB
1192
Norway Savings Bank
Maine
$1.31M +$107K +540 +9%
EGM
1193
Engineers Gate Manager
New York
$1.31M +$1.07M +5,396 +432%
ATI
1194
Act Two Investors
California
$1.31M – – –
ITIM
1195
Indiana Trust & Investment Management
Indiana
$1.31M -$62.9K -318 -5%
NG
1196
Northstar Group
New York
$1.3M -$38.3K -194 -3%
MFW
1197
Mosaic Family Wealth
Missouri
$1.29M -$125K -634 -9%
JFA
1198
JNBA Financial Advisors
Minnesota
$1.29M – – –
OCG
1199
Opus Capital Group
Ohio
$1.29M -$3.76K -19 -0.3%
TA
1200
Tiedemann Advisors
New York
$1.29M +$43.3K +219 +3%
46 47
48
49 50