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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 %
SLG
1451
Stanley-Laman Group
Pennsylvania
$754K +$754K +3,817 New
AIC
1452
Ameritas Investment Company
Nebraska
$753K -$29.6K -150 -4%
LMAM
1453
Legg Mason Asset Management
Japan
$753K +$68.3K +340 +10%
BMO
1454
Beck Mack & Oliver
New York
$752K -$52.8K -267 -7%
MA
1455
MCF Advisors
Kentucky
$752K – – –
CC
1456
Cadinha & Co
Hawaii
$752K +$56.5K +286 +8%
RIG
1457
Renaissance Investment Group
Massachusetts
$751K -$14.8K -75 -2%
SFSIG
1458
San Francisco Sentry Investment Group
California
$747K +$52.3K +265 +8%
SSWM
1459
Sheets Smith Wealth Management
North Carolina
$744K -$51.4K -260 -6%
SWM
1460
Stockman Wealth Management
Montana
$743K +$130K +656 +21%
BJL
1461
Brighton Jones LLC
Washington
$739K +$45.1K +228 +6%
EAM
1462
Evanson Asset Management
California
$732K +$395 +2 +0.1%
SIAP
1463
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$732K +$49.3K +250 +7%
BAAM
1464
Baker Avenue Asset Management
California
$728K -$35.3K -179 -5%
AIA
1465
AIMZ Investment Advisors
California
$727K – – –
SIM
1466
Sadoff Investment Management
Wisconsin
$726K -$39.5K -200 -5%
SMH
1467
Sanders Morris Harris
Texas
$723K – – –
KFI
1468
Key Financial Inc
Pennsylvania
$723K +$723K +3,659 New
CCM
1469
Compass Capital Management
Minnesota
$722K – – –
ECM
1470
ExodusPoint Capital Management
New York
$722K +$722K +3,652 New
ACA
1471
Affinity Capital Advisors
California
$720K +$720K +3,643 New
RBC
1472
Roble Belko & Company
Pennsylvania
$718K -$57.7K -292 -7%
MWP
1473
MYCIO Wealth Partners
Pennsylvania
$716K -$28.3K -143 -4%
DA
1474
Detalus Advisors
Missouri
$716K +$716K +3,624 New
BWM
1475
Buckley Wealth Management
Nevada
$715K -$45.8K -232 -6%
57 58
59
60 61