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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 %
SP
1276
Successful Portfolios
Florida
$1.12M -$21.2K -107 -2%
TH
1277
TCTC Holdings
Texas
$1.11M – – –
PCM
1278
Penserra Capital Management
California
$1.11M -$1.58M -7,365 -59%
GLA
1279
Good Life Advisors
Pennsylvania
$1.11M +$483K +2,431 +77%
MAM
1280
Meeder Asset Management
Ohio
$1.1M -$9.35M -47,274 -89%
CIAS
1281
Capital Investment Advisory Services
North Carolina
$1.1M +$36K +182 +3%
CPSC
1282
Carl P. Sherr & Co
Massachusetts
$1.1M +$1.1M +5,576 New
GCA
1283
Genesee Capital Advisors
New York
$1.1M -$5.73K -29 -0.5%
HCM
1284
HMS Capital Management
Tennessee
$1.1M +$15.4K +78 +1%
MSA
1285
Marino Stram & Associates
Massachusetts
$1.1M +$60.5K +306 +6%
SFSG
1286
Stearns Financial Services Group
North Carolina
$1.1M +$593 +3 +0.1%
CFIA
1287
Cantor Fitzgerald Investment Advisors
New York
$1.09M -$54.4K -275 -5%
AWE
1288
Avidian Wealth Enterprises
Texas
$1.09M +$363K +1,837 +50%
HFA
1289
High Falls Advisors
New York
$1.09M +$10.3K +52 +0.9%
SMC
1290
Smith, Moore & Co
Missouri
$1.09M +$65.8K +333 +6%
BHBT
1291
Burke & Herbert Bank & Trust
Virginia
$1.09M +$71.9K +364 +7%
RMAM
1292
Raab & Moskowitz Asset Management
New Jersey
$1.09M +$137K +695 +14%
PTP
1293
Platform Technology Partners
New York
$1.08M +$1.08M +5,479 New
ACWM
1294
Adams Chetwood Wealth Management
North Carolina
$1.08M +$1.08M +5,477 New
WP
1295
WealthSource Partners
California
$1.08M +$182K +923 +20%
WP
1296
WealthPLAN Partners
Nebraska
$1.08M +$101K +463 +10%
FHA
1297
Flagship Harbor Advisors
Massachusetts
$1.08M +$99.8K +505 +10%
MMG
1298
Monetary Management Group
Missouri
$1.07M -$92.1K -466 -8%
RCA
1299
Rowland Carmichael Advisors
Arizona
$1.07M +$593 +3 +0.1%
NERM
1300
New England Research & Management
Illinois
$1.07M +$405K +2,050 +61%
50 51
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