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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 %
SWMG
1251
Strategic Wealth Management Group
Maryland
$1.16M +$9.09K +46 +0.8%
BWM
1252
BigSur Wealth Management
Florida
$1.16M +$494K +2,500 +74%
WCM
1253
Windsor Capital Management
Arizona
$1.16M +$35.4K +179 +3%
BCM
1254
BTR Capital Management
California
$1.15M – – –
CFMC
1255
Curbstone Financial Management Corp
New Hampshire
$1.15M – – –
LC
1256
LCNB Corp
Ohio
$1.15M -$51.8K -262 -4%
RPC
1257
Rossmore Private Capital
Connecticut
$1.15M -$7.12K -36 -0.6%
BFC
1258
Bedel Financial Consulting
Indiana
$1.15M +$790 +4 +0.1%
PB
1259
Pinnacle Bancorp
Nebraska
$1.14M -$3.95K -20 -0.3%
WI
1260
Wintrust Investments
Illinois
$1.14M +$6.52K +33 +0.6%
GCP
1261
GSA Capital Partners
United Kingdom
$1.14M +$1.14M +5,785 New
DBRC
1262
D.B. Root & Company
Pennsylvania
$1.14M -$112K -567 -9%
AWP
1263
Ascent Wealth Partners
New York
$1.14M +$404K +2,044 +55%
AMCA
1264
Arthur M. Cohen & Associates
Illinois
$1.14M -$59.3K -300 -5%
LOAMS
1265
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.14M +$623K +3,150 +121%
CI
1266
CX Institutional
Indiana
$1.13M -$37K -187 -3%
AHB
1267
Abner Herrman & Brock
New Jersey
$1.13M -$104K -527 -8%
RCM
1268
RNC Capital Management
California
$1.13M +$129K +650 +13%
VIA
1269
Vident Investment Advisory
Georgia
$1.13M -$146K -739 -11%
WWM
1270
Windsor Wealth Management
Indiana
$1.13M +$250K +1,268 +29%
PL
1271
Plancorp LLC
Missouri
$1.13M -$4.74K -24 -0.4%
EWA
1272
Exencial Wealth Advisors
Oklahoma
$1.13M +$222K +1,125 +25%
CPA
1273
Court Place Advisors
Maryland
$1.12M – – –
HVIA
1274
Hudson Valley Investment Advisors
New York
$1.12M +$29.7K +150 +3%
TA
1275
TFG Advisers
Michigan
$1.12M +$20.2K +102 +2%
49 50
51
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