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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 %
BCM
1426
BTC Capital Management
Iowa
$1.08M -$314K -1,403 -23%
CA
1427
Claar Advisors
New York
$1.08M +$404K +1,800 +60%
CM
1428
Capula Management
Cayman Islands
$1.07M +$1.07M +4,790 New
TAM
1429
Todd Asset Management
Kentucky
$1.07M – – –
AR
1430
Advisory Research
Illinois
$1.07M -$14.6K -65 -1%
BHIA
1431
Birch Hill Investment Advisors
Massachusetts
$1.07M -$5.6K -25 -0.5%
AWE
1432
Avidian Wealth Enterprises
Texas
$1.07M +$49.8K +222 +5%
GIA
1433
Gladstone Institutional Advisory
Florida
$1.07M +$659K +2,940 +161%
HFM
1434
Hartford Financial Management
Connecticut
$1.07M – – –
AWP
1435
Accretive Wealth Partners
New Jersey
$1.07M +$33.8K +151 +3%
ACA
1436
Anchor Capital Advisors
Massachusetts
$1.06M – – –
DTC
1437
Davidson Trust Company
Washington
$1.06M +$2.24K +10 +0.2%
AF
1438
Aldebaran Financial
$1.06M +$897 +4 +0.1%
LNWTC
1439
Laird Norton Wetherby Trust Company
Washington
$1.06M -$858 -4 -0.1%
GA
1440
Greytown Advisors
Florida
$1.05M +$216K +962 +26%
BDWM
1441
Brewin Dolphin Wealth Management
Ireland
$1.05M +$33.2K +148 +3%
WEPOG
1442
Wealth Enhancement & Preservation of GA
Georgia
$1.05M +$13K +56 +1%
OC
1443
Oakworth Capital
Alabama
$1.04M +$7.62K +34 +0.7%
AWM
1444
Aberdeen Wealth Management
Illinois
$1.04M -$6.28K -28 -0.6%
ZCA
1445
Zeke Capital Advisors
Pennsylvania
$1.04M +$672 +3 +0.1%
FAG
1446
Financial Advisory Group
Texas
$1.03M -$56.3K -251 -5%
BJL
1447
Brighton Jones LLC
Washington
$1.03M -$31.6K -141 -3%
KNW
1448
Kesler Norman & Wride
Utah
$1.03M +$25.6K +114 +3%
CA
1449
Calton & Associates
Florida
$1.03M -$73.1K -326 -7%
VCM
1450
Violich Capital Management
California
$1.03M – – –
56 57
58
59 60