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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 %
FSCP
1401
Franklin Street Capital Partners
New York
$1.12M -$1.12M -5,000 -50%
UFG
1402
United Fire Group
Iowa
$1.12M – – –
SC
1403
Shay Capital
New York
$1.12M +$1.12M +5,000 New
Members Trust
1404
Members Trust
Florida
$1.12M -$87.2K -389 -7%
SS
1405
Sunbelt Securities
Texas
$1.12M -$25.1K -112 -2%
TAM
1406
Townsend Asset Management
North Carolina
$1.12M -$14.1K -63 -1%
BEI
1407
Benjamin Edwards Inc
Missouri
$1.12M +$8.3K +37 +0.7%
VCWA
1408
Vanguard Capital Wealth Advisors
Colorado
$1.11M -$43.5K -187 -4%
PGAM
1409
Princeton Global Asset Management
New Jersey
$1.11M – – –
GAM
1410
Geier Asset Management
Maryland
$1.11M +$6.36K +27 +0.6%
GAM
1411
Grandview Asset Management
Pennsylvania
$1.1M -$86.7K -387 -7%
RAM
1412
Roanoke Asset Management
New Jersey
$1.1M – – –
BHBT
1413
Burke & Herbert Bank & Trust
Virginia
$1.1M -$1.35K -6 -0.1%
AMIM
1414
Aull & Monroe Investment Management
Alabama
$1.1M +$9.64K +43 +0.9%
WPC
1415
White Pine Capital
Minnesota
$1.1M -$22.4K -100 -2%
AIA
1416
Arbor Investment Advisors
North Carolina
$1.1M – – –
SG
1417
Somerset Group
Minnesota
$1.1M -$44.8K -200 -4%
FIM
1418
Freedom Investment Management
Connecticut
$1.1M +$139K +621 +15%
GWCM
1419
Godshalk Welsh Capital Management
Pennsylvania
$1.1M +$5.6K +25 +0.5%
LNB
1420
Ledyard National Bank
$1.1M +$70K +312 +7%
SOAMC
1421
Spirit of America Management Corp
New York
$1.09M – – –
WPA
1422
West Paces Advisors
Georgia
$1.09M -$19.3K -86 -2%
BCM
1423
Brown Capital Management
Maryland
$1.09M -$82.5K -368 -7%
CL
1424
CIM LLC
New York
$1.09M +$54.3K +229 +5%
BO
1425
Bank OZK
Arkansas
$1.08M +$10.8K +48 +1%
55 56
57
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