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 %
CG
1226
Caprock Group
Idaho
$1.22M +$39.1K +198 +3%
BAS
1227
Brown Advisory Securities
Maryland
$1.22M +$59.1K +299 +5%
SFA
1228
Sequoia Financial Advisors
Ohio
$1.21M +$55.7K +282 +5%
NCP
1229
NexWave Capital Partners
New York
$1.21M +$1.21M +6,125 New
MCM
1230
McMillion Capital Management
North Carolina
$1.21M -$15.8K -80 -1%
PWP
1231
Principle Wealth Partners
Connecticut
$1.2M – – –
WAM
1232
Weatherly Asset Management
California
$1.2M -$3.56K -18 -0.3%
EM
1233
ELCO Management
New York
$1.2M +$25.7K +130 +2%
VCM
1234
Violich Capital Management
California
$1.2M – – –
CCP
1235
Clarkston Capital Partners
Michigan
$1.2M -$46.1K -233 -4%
NPA
1236
Nichols & Pratt Advisers
Massachusetts
$1.2M -$386K -1,950 -24%
PHK
1237
Point72 Hong Kong
Hong Kong
$1.19M +$713K +3,611 +148%
GW
1238
GW & Wade
Massachusetts
$1.19M -$16.8K -85 -1%
TVWM
1239
Tower View Wealth Management
Wisconsin
$1.19M +$571K +2,891 +92%
OCM
1240
Orser Capital Management
Texas
$1.19M +$125K +634 +12%
SAG
1241
Spotlight Asset Group
Illinois
$1.19M +$1.19M +6,458 New
AWA
1242
Arete Wealth Advisors
Illinois
$1.18M +$7.71K +39 +0.7%
LS
1243
Livforsakringsbolaget Skandia
Sweden
$1.18M -$613K -3,100 -34%
CP
1244
Cumberland Partners
Ontario, Canada
$1.18M +$69.1K +350 +6%
CCMG
1245
Clark Capital Management Group
Pennsylvania
$1.17M +$53.6K +271 +5%
WIS
1246
Wright Investors Service
Connecticut
$1.17M -$11.5K -58 -1%
JIC
1247
Joel Isaacson & Co
New York
$1.17M – – –
B
1248
Bellecapital
Switzerland
$1.17M +$239K +1,208 +26%
BOS
1249
Bank of Stockton
California
$1.16M -$108K -548 -9%
EW
1250
Evoke Wealth
California
$1.16M +$135K +681 +13%
48 49
50
51 52