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McDonald's
MCD

Overview Fund Activity

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
Capital World Investors
Capital World Investors
California
+$269M
5
Ameriprise
Ameriprise
Minnesota
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$876M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$168M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
1251
Erste Asset Management
Austria
$1.45M – – –
SFG
1252
SevenBridge Financial Group
Pennsylvania
$1.45M – – –
PP
1253
Prudential plc
United Kingdom
$1.44M +$60.5K +270 +4%
AF
1254
Affiance Financial
Minnesota
$1.44M -$15.5K -69 -1%
AG
1255
AlphaSimPlex Group
Massachusetts
$1.44M – – –
ESB
1256
Essex Savings Bank
Connecticut
$1.44M +$3.3K +16 +0.2%
NDSI
1257
Newman Dignan & Sheerar Inc
Rhode Island
$1.44M +$28K +125 +2%
SWM
1258
SeaCrest Wealth Management
New York
$1.44M +$448 +2 +0%
AIA
1259
Affinity Investment Advisors
California
$1.43M +$15.7K +70 +1%
ITIM
1260
Indiana Trust & Investment Management
Indiana
$1.43M -$11.7K -52 -0.8%
KWM
1261
Keebeck Wealth Management
Illinois
$1.43M – – –
SAG
1262
Spotlight Asset Group
Illinois
$1.43M -$30.7K -137 -2%
B
1263
Bellecapital
Switzerland
$1.43M -$318K -1,420 -18%
VIA
1264
Vident Investment Advisory
Georgia
$1.42M +$107K +479 +8%
AMCA
1265
Arthur M. Cohen & Associates
Illinois
$1.42M -$17K -76 -1%
NEWAS
1266
N.E.W. Advisory Services
Wisconsin
$1.42M -$216K -954 -13%
MPPW
1267
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M +$74.7K +333 +6%
VBCG
1268
Valley Brook Capital Group
Pennsylvania
$1.41M +$12.1K +54 +0.9%
IHL
1269
Investment House LLC
California
$1.41M -$1.86M -8,300 -57%
EFSCE
1270
Enterprise Financial Services Corp (EFSC)
Missouri
$1.41M -$23.1K -103 -2%
IA
1271
Insight Advisors
Pennsylvania
$1.4M +$219K +926 +18%
CPSC
1272
Carl P. Sherr & Co
Massachusetts
$1.4M +$61.6K +275 +5%
IR
1273
IAT Reinsurance
New York
$1.4M – – –
SP
1274
Successful Portfolios
Florida
$1.4M +$22.4K +100 +2%
MW
1275
Marcum Wealth
Ohio
$1.4M +$719K +3,210 +106%
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