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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 %
BCM
1351
Brown Capital Management
Maryland
$812K – – –
WPC
1352
White Pine Capital
Minnesota
$811K +$4.13K +25 +0.5%
CT
1353
Columbia Trust
Oregon
$806K -$27.4K -166 -3%
TL
1354
TrueWealth LLC
Georgia
$804K -$59.7K -361 -7%
BIAS
1355
Beacon Investment Advisory Services
New Jersey
$796K -$88.3K -534 -10%
SSWM
1356
Sheets Smith Wealth Management
North Carolina
$794K +$171K +1,032 +27%
AW
1357
Alpha Windward
Massachusetts
$794K +$358K +2,167 +82%
HIA
1358
Harbor Investment Advisory
Maryland
$792K +$7.77K +47 +1%
AF
1359
Aldebaran Financial
$791K -$57K -345 -7%
IAP
1360
Indie Asset Partners
Indiana
$791K -$12.2K -74 -2%
WA
1361
Wambolt & Associates
Colorado
$790K -$12.6K -76 -2%
OC
1362
Oakworth Capital
Alabama
$790K +$75.7K +458 +11%
LPT
1363
Legacy Private Trust
Wisconsin
$789K -$9.59K -58 -1%
BWP
1364
Bernardo Wealth Planning
Pennsylvania
$788K +$25.6K +155 +3%
BEI
1365
Benjamin Edwards Inc
Missouri
$788K +$618K +3,739 +365%
RAM
1366
Roanoke Asset Management
New Jersey
$781K – – –
WKWM
1367
Walter & Keenan Wealth Management
Indiana
$780K -$211K -1,334 -21%
AMCA
1368
Arthur M. Cohen & Associates
Illinois
$780K -$131K -826 -14%
NL
1369
NVWM LLC
Pennsylvania
$779K +$9.09K +55 +1%
TH
1370
TCTC Holdings
Texas
$773K -$154K -930 -17%
MC
1371
Miles Capital
Iowa
$772K -$331 -2 -0%
BDF
1372
Balasa Dinverno & Foltz
$765K -$44.6K -270 -6%
VCAM
1373
Van Cleef Asset Management
Ohio
$765K – – –
HKAM
1374
Horizon Kinetics Asset Management
New York
$765K +$10.4K +63 +1%
FAG
1375
Financial Advisory Group
Texas
$763K -$3.31K -20 -0.4%
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