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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 %
B
1201
Bailard
California
$1.28M +$23.1K +117 +2%
PI
1202
PFS Investments
Georgia
$1.28M +$592K +2,996 +86%
GIM
1203
Goelzer Investment Management
Indiana
$1.28M – – –
DHFB
1204
Dixon Hubard Feinour & Brown
Virginia
$1.28M – – –
VVP
1205
Venture Visionary Partners
Ohio
$1.28M +$1.28M +6,453 New
SW
1206
SkyOak Wealth
Michigan
$1.27M +$1.27M +6,425 New
SCP
1207
Sandhill Capital Partners
New York
$1.27M +$161K +817 +15%
DFA
1208
Delta Financial Advisors
Louisiana
$1.27M -$2.96K -15 -0.2%
VDI
1209
Vaughan David Investments
Illinois
$1.26M -$16.8K -85 -1%
BAM
1210
Beaumont Asset Management
Texas
$1.26M +$1.26M +6,368 New
BG
1211
Berry Group
Massachusetts
$1.26M +$1.26M +6,358 New
IA
1212
IFG Advisory
Georgia
$1.26M -$244K -1,236 -16%
OC
1213
Oarsman Capital
Wisconsin
$1.25M -$17.8K -90 -1%
SFG
1214
SevenBridge Financial Group
Pennsylvania
$1.25M +$123K +625 +11%
HI
1215
Horizon Investments
North Carolina
$1.25M +$284K +1,438 +29%
FBT
1216
First Bankers Trust
Kentucky
$1.24M -$109K -554 -8%
WKWM
1217
Walter & Keenan Wealth Management
Indiana
$1.24M -$686K -3,469 -36%
SFSG
1218
Sound Financial Strategies Group
Mississippi
$1.24M +$1.24M +6,260 New
IR
1219
IAT Reinsurance
New York
$1.24M – – –
PIP
1220
Peachtree Investment Partners
Florida
$1.23M -$1.91M -9,647 -61%
SFG
1221
StrategIQ Financial Group
Indiana
$1.23M +$104K +527 +9%
BFC
1222
Blue Fin Capital
Rhode Island
$1.23M -$988 -5 -0.1%
Simplex Trading
1223
Simplex Trading
Illinois
$1.23M +$1.23M +6,236 New
LNB
1224
Ledyard National Bank
$1.23M +$48K +243 +4%
CPIA
1225
Cornell Pochily Investment Advisors
New York
$1.23M -$62.6K -317 -5%
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