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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 %
EW
1301
Evoke Wealth
California
$899K -$73.9K -447 -8%
CPA
1302
Court Place Advisors
Maryland
$898K -$41.4K -250 -4%
KPW
1303
Kore Private Wealth
New York
$894K +$58.2K +352 +7%
TFS
1304
TrustCore Financial Services
Tennessee
$893K +$56.6K +342 +7%
NIM
1305
NXG Investment Management
Texas
$891K +$891K +5,389 New
BHBT
1306
Burke & Herbert Bank & Trust
Virginia
$888K -$23.3K -141 -3%
SWM
1307
SeaCrest Wealth Management
New York
$888K +$18.8K +114 +2%
AI
1308
Atom Investors
Texas
$886K +$886K +5,361 New
BHIA
1309
Birch Hill Investment Advisors
Massachusetts
$885K +$14.2K +86 +2%
CFMC
1310
Curbstone Financial Management Corp
New Hampshire
$882K -$84.4K -510 -9%
ONST
1311
Old North State Trust
North Carolina
$881K -$1.98K -12 -0.2%
Credit Agricole
1312
Credit Agricole
France
$880K – – –
MCM
1313
Maple Capital Management
Vermont
$876K -$14.6K -88 -2%
EWM
1314
Edge Wealth Management
New York
$875K +$310K +1,844 +55%
AWM
1315
Aries Wealth Management
Maine
$867K +$114K +704 +15%
PWW
1316
Pettyjohn Wood & White
Virginia
$866K +$4.13K +25 +0.5%
CAG
1317
Csenge Advisory Group
Florida
$864K +$487K +2,946 +129%
CC
1318
Clearline Capital
New York
$864K +$864K +5,228 New
TC
1319
Toews Corporation
New Jersey
$860K +$860K +5,200 New
AHB
1320
Abner Herrman & Brock
New Jersey
$858K -$90.5K -547 -10%
OPS
1321
Orion Portfolio Solutions
Nebraska
$853K -$286K -1,728 -25%
NAS
1322
Nicolet Advisory Services
Wisconsin
$853K +$471K +2,848 +123%
DI
1323
Diligent Investors
California
$852K +$13.2K +80 +2%
WFM
1324
Wolff Financial Management
Michigan
$852K +$23.5K +142 +3%
DTC
1325
Davidson Trust Company
Washington
$849K – – –
51 52
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