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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 %
SAM
1376
SignalPoint Asset Management
Missouri
$1.17M +$6.28K +28 +0.5%
CRWM
1377
Castle Rock Wealth Management
California
$1.16M +$111K +478 +11%
MMG
1378
Monetary Management Group
Missouri
$1.16M – – –
MSFS
1379
Main Street Financial Solutions
Pennsylvania
$1.16M +$162K +722 +16%
CPA
1380
Clear Perspective Advisors
Illinois
$1.16M +$87.4K +390 +8%
THWM
1381
Taylor Hoffman Wealth Management
Virginia
$1.16M +$6.95K +31 +0.6%
FHA
1382
Flagship Harbor Advisors
Massachusetts
$1.16M -$17.7K -79 -2%
BWM
1383
BigSur Wealth Management
Florida
$1.16M -$67.3K -300 -5%
GCA
1384
Genesee Capital Advisors
New York
$1.15M -$19.7K -88 -2%
WAM
1385
Weatherly Asset Management
California
$1.15M -$10.1K -45 -0.9%
AC
1386
Apella Capital
Connecticut
$1.15M +$896 +4 +0.1%
WFM
1387
Wolff Financial Management
Michigan
$1.15M – – –
SMC
1388
Smith, Moore & Co
Missouri
$1.15M +$66.1K +295 +6%
DI
1389
Diligent Investors
California
$1.15M -$42.6K -190 -4%
CL
1390
COWA LLC
Oklahoma
$1.15M +$1.14M +104,214 +37,087%
NL
1391
NVWM LLC
Pennsylvania
$1.15M +$41.2K +184 +4%
BSI
1392
Bennett Selby Investments
Maine
$1.14M – – –
LWP
1393
Legacy Wealth Partners
California
$1.14M +$1.14M +5,102 New
TFS
1394
Thoroughbred Financial Services
Tennessee
$1.14M -$1.53M -6,828 -57%
SAM
1395
Synergy Asset Management
Washington
$1.14M +$1.14M +5,087 New
ODCM
1396
Old Dominion Capital Management
Virginia
$1.14M +$63.9K +285 +6%
BFC
1397
Bedel Financial Consulting
Indiana
$1.14M -$10.3K -46 -0.9%
AIP
1398
Almanack Investment Partners
Pennsylvania
$1.13M +$45.1K +201 +4%
GTCM
1399
Gyon Technologies Capital Management
New Jersey
$1.13M +$679K +3,028 +151%
CI
1400
CX Institutional
Indiana
$1.13M -$89.8K -401 -7%
54 55
56
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