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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 %
IBOK
1276
Independence Bank of Kentucky
Kentucky
$956K +$385K +2,330 +68%
SP
1277
Successful Portfolios
Florida
$955K +$21.5K +130 +2%
WAP
1278
Wealthcare Advisory Partners
Pennsylvania
$954K +$82.7K +500 +9%
SFA
1279
Sequoia Financial Advisors
Ohio
$951K -$62.7K -379 -6%
SMC
1280
Smith, Moore & Co
Missouri
$950K +$38.5K +233 +4%
WCM
1281
Windsor Capital Management
Arizona
$949K -$17.4K -105 -2%
TA
1282
TFG Advisers
Michigan
$944K +$8.26K +50 +0.9%
SAMC
1283
Spectrum Asset Management (California)
California
$942K +$942K +5,695 New
BWM
1284
BigSur Wealth Management
Florida
$939K -$33.1K -200 -3%
DFA
1285
Delta Financial Advisors
Louisiana
$936K -$123K -743 -12%
WI
1286
Wintrust Investments
Illinois
$935K -$21.7K -131 -2%
FHA
1287
Flagship Harbor Advisors
Massachusetts
$929K +$28.9K +175 +3%
BG
1288
Berry Group
Massachusetts
$927K -$125K -753 -12%
AAP
1289
Arax Advisory Partners
Colorado
$924K +$64.3K +389 +7%
GCA
1290
Genesee Capital Advisors
New York
$922K +$3.8K +23 +0.4%
CFIA
1291
Cantor Fitzgerald Investment Advisors
New York
$914K +$165 +1 +0%
RMAM
1292
Raab & Moskowitz Asset Management
New Jersey
$914K +$4.79K +29 +0.5%
PFGIA
1293
Patriot Financial Group Insurance Agency
Massachusetts
$911K +$59.7K +361 +7%
VA
1294
Valmark Advisers
Ohio
$911K +$66.6K +403 +8%
CPA
1295
Clear Perspective Advisors
Illinois
$909K +$332K +2,007 +57%
BSAM
1296
Blue Square Asset Management
New York
$908K +$908K +5,489 New
AWE
1297
Avidian Wealth Enterprises
Texas
$904K -$10.2K -62 -1%
CWM
1298
Cordatus Wealth Management
Pennsylvania
$904K +$233K +1,412 +35%
PL
1299
Plancorp LLC
Missouri
$899K -$44.6K -270 -5%
MMG
1300
Monetary Management Group
Missouri
$899K – – –
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