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McDonald's
MCD

Overview Fund Activity

2,158 hedge funds and large institutions have $83.9B invested in McDonald's in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 888 increasing their positions, 918 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
-94
Holders Change %
-4.17%
% of All Funds
47.67%
Holding in Top 10
73
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.31%
% of All Funds
1.61%
New
126
Increased
888
Reduced
918
Closed
192
Calls
$1.34B
Puts
$1.8B
Net Calls
-$457M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.54B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$457M
3
MAM
Magellan Asset Management
Australia
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$147M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$267M
3
Two Sigma Investments
Two Sigma Investments
New York
-$180M
4
WCM Investment Management
WCM Investment Management
California
-$149M
5
Citigroup
Citigroup
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
1251
Bank of Stockton
California
$1M +$27.3K +165 +3%
OFG
1252
OmniStar Financial Group
North Carolina
$1M -$213K -1,290 -18%
PWP
1253
Principle Wealth Partners
Connecticut
$995K -$12.2K -74 -1%
GW
1254
GW & Wade
Massachusetts
$995K -$1.99K -12 -0.2%
PIC
1255
PCJ Investment Counsel
Ontario, Canada
$992K +$992K +6,000 New
WAM
1256
Weatherly Asset Management
California
$987K -$19.5K -118 -2%
SWMG
1257
Strategic Wealth Management Group
Maryland
$986K +$14.1K +85 +1%
CPSC
1258
Carl P. Sherr & Co
Massachusetts
$984K +$61.9K +374 +7%
PIP
1259
Peachtree Investment Partners
Florida
$981K -$50.9K -308 -5%
LC
1260
LCNB Corp
Ohio
$981K +$19.5K +118 +2%
OCG
1261
Opus Capital Group
Ohio
$979K -$102K -619 -9%
EI
1262
Ethic Inc
New York
$978K +$292K +1,766 +43%
WWM
1263
Windsor Wealth Management
Indiana
$977K +$32.1K +194 +3%
BFC
1264
Bedel Financial Consulting
Indiana
$974K +$15K +91 +2%
IEFM
1265
IQ EQ Fund Management
Ireland
$974K +$588K +3,555 +152%
FBA
1266
Front Barnett Associates
Illinois
$971K +$99.6K +602 +11%
KFGK
1267
Keystone Financial Group (Kentucky)
Kentucky
$970K +$79.4K +480 +9%
BCM
1268
BTR Capital Management
California
$966K – – –
AC
1269
Apella Capital
Connecticut
$966K +$966K +5,841 New
EWM
1270
Evermay Wealth Management
Virginia
$965K +$73.5K +445 +8%
MAM
1271
Meeder Asset Management
Ohio
$963K +$40.3K +244 +4%
JIC
1272
Joel Isaacson & Co
New York
$962K -$18.5K -112 -2%
ACWM
1273
Adams Chetwood Wealth Management
North Carolina
$961K -$31.5K -174 -3%
AWP
1274
Ascent Wealth Partners
New York
$958K +$6.28K +38 +0.7%
PB
1275
Pinnacle Bancorp
Nebraska
$956K – – –
49 50
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