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McDonald's
MCD

Overview Fund Activity

2,252 hedge funds and large institutions have $99.5B invested in McDonald's in 2019 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 892 increasing their positions, 784 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,252
Holders Change
+166
Holders Change %
+7.96%
% of All Funds
44.47%
Holding in Top 10
65
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-42.48%
% of All Funds
1.28%
New
305
Increased
892
Reduced
784
Closed
108
Calls
$1.23B
Puts
$2.05B
Net Calls
-$821M
Net Calls Change
-$595M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
Lazard Asset Management
Lazard Asset Management
New York
+$573M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$476M
4
Morgan Stanley
Morgan Stanley
New York
+$277M
5
BlackRock
BlackRock
New York
+$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.85B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$865M
4
Capital World Investors
Capital World Investors
California
-$624M
5
Ameriprise
Ameriprise
Minnesota
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
1426
TrinityPoint Wealth
Connecticut
$795K +$8.69K +44 +1%
AIM
1427
Alhambra Investment Management
Florida
$790K +$790K +3,999 New
NAM
1428
Nexpoint Asset Management
Texas
$790K +$790K +4,000 New
CC
1429
Cypress Capital
Tennessee
$789K +$50.8K +257 +7%
CWA
1430
Clarus Wealth Advisors
Arizona
$787K – – –
BW
1431
Bison Wealth
Georgia
$784K +$100K +506 +15%
Marshall Wace
1432
Marshall Wace
United Kingdom
$781K -$106M -538,527 -99%
SFG
1433
SNS Financial Group
Minnesota
$780K +$199K +1,005 +34%
ETI
1434
Enterprise Trust & Investment
California
$779K – – –
DLA
1435
Douglas Lane & Associates
New York
$779K +$103K +519 +15%
CC
1436
Cipher Capital
New York
$779K +$779K +3,943 New
PWA
1437
Providence Wealth Advisors
Illinois
$776K -$39.4K -200 -5%
PSP
1438
Principal Street Partners
Tennessee
$776K +$342K +1,730 +79%
FFC
1439
First Financial Corp
Indiana
$774K +$17.6K +89 +2%
EAM
1440
Erste Asset Management
Austria
$772K -$1.88M -9,500 -71%
CWM
1441
Circle Wealth Management
New Jersey
$771K +$66.4K +336 +9%
NL
1442
NWAM LLC
Washington
$768K -$13.2K -67 -2%
KWM
1443
Keebeck Wealth Management
Illinois
$767K +$767K +3,884 New
CAM
1444
Congress Asset Management
Massachusetts
$765K -$3.76K -19 -0.5%
MWA
1445
Meridian Wealth Advisors
Texas
$763K +$237K +1,200 +45%
BSA
1446
Braun Stacey Associates
New York
$761K -$1.87M -9,449 -71%
SIM
1447
Sonora Investment Management
Arizona
$759K +$234K +1,185 +45%
ACM
1448
Anfield Capital Management
California
$759K +$759K +3,539 New
PWS
1449
Private Wealth Strategies
Ohio
$758K +$758K +3,834 New
PAMG
1450
Patton Albertson Miller Group
Tennessee
$756K -$2.57K -13 -0.3%
56 57
58
59 60