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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 %
OC
1326
Oarsman Capital
Wisconsin
$1.26M -$42.4K -189 -3%
PO
1327
Private Ocean
California
$1.26M -$30.9K -138 -2%
SFM
1328
Signet Financial Management
New Jersey
$1.26M +$98.8K +441 +9%
IWS
1329
Insight Wealth Strategies
California
$1.26M +$628K +2,801 +99%
BB
1330
Berkshire Bank
Massachusetts
$1.26M +$78.9K +352 +7%
BTWM
1331
Baker Tilly Wealth Management
Wisconsin
$1.26M +$244K +1,086 +24%
FIM
1332
Fernwood Investment Management
Massachusetts
$1.25M +$94.3K +421 +8%
GIA
1333
Granite Investment Advisors
New Hampshire
$1.25M -$14.6K -65 -1%
WAP
1334
Wealthcare Advisory Partners
Pennsylvania
$1.24M +$35.4K +158 +3%
BCM
1335
Bluefin Capital Management
New York
$1.24M -$516K -2,300 -29%
ACWM
1336
Adams Chetwood Wealth Management
North Carolina
$1.24M -$20.4K -91 -2%
HL
1337
HeadInvest LLC
Maine
$1.24M +$90.5K +404 +8%
CT
1338
Columbia Trust
Oregon
$1.24M +$69.4K +310 +6%
CG
1339
Caprock Group
Idaho
$1.24M -$404K -1,801 -25%
ZIC
1340
ZWJ Investment Counsel
Georgia
$1.23M -$50K -223 -4%
PL
1341
Plancorp LLC
Missouri
$1.23M +$6.28K +28 +0.5%
BCA
1342
Bay Colony Advisors
Massachusetts
$1.23M +$772K +3,444 +168%
HVP
1343
Hudson Value Partners
Florida
$1.23M – – –
SSW
1344
Smith Shellnut Wilson
Mississippi
$1.23M -$16.8K -75 -1%
FFA
1345
Founders Financial Alliance
North Carolina
$1.23M +$239K +1,042 +24%
TMAM
1346
Tokio Marine Asset Management
Japan
$1.22M +$232K +1,036 +23%
IF
1347
Intrua Financial
Texas
$1.22M +$404K +1,718 +49%
DFA
1348
Delta Financial Advisors
Louisiana
$1.22M – – –
MIM
1349
Meridiem Investment Management
United Kingdom
$1.22M +$15.7K +70 +1%
WI
1350
Wintrust Investments
Illinois
$1.22M +$1.22M +5,442 New
52 53
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