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McDonald's
MCD

Overview Fund Activity

2,158 hedge funds and large institutions have $83.9B invested in McDonald's in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 888 increasing their positions, 918 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
-94
Holders Change %
-4.17%
% of All Funds
47.67%
Holding in Top 10
73
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.31%
% of All Funds
1.61%
New
126
Increased
888
Reduced
918
Closed
192
Calls
$1.34B
Puts
$1.8B
Net Calls
-$457M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.54B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$457M
3
MAM
Magellan Asset Management
Australia
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$147M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$267M
3
Two Sigma Investments
Two Sigma Investments
New York
-$180M
4
WCM Investment Management
WCM Investment Management
California
-$149M
5
Citigroup
Citigroup
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
1451
Affinity Capital Advisors
California
$630K -$48K -258 -7%
MA
1452
Modus Advisors
Minnesota
$630K +$48.1K +291 +8%
BMO
1453
Beck Mack & Oliver
New York
$629K – – –
FDCC
1454
Foster Dykema Cabot & Co
Massachusetts
$628K -$98.4K -595 -14%
BOM
1455
Bank of Marin
California
$624K +$52.9K +320 +9%
RCA
1456
Rowland Carmichael Advisors
Arizona
$622K -$273K -1,653 -31%
BJL
1457
Brighton Jones LLC
Washington
$622K +$4.3K +26 +0.7%
CWM
1458
Circle Wealth Management
New Jersey
$620K -$25.1K -152 -4%
BSA
1459
Braun Stacey Associates
New York
$620K -$16.5K -100 -3%
CIM
1460
CIM Investment Management
Pennsylvania
$619K -$578K -3,497 -48%
JMFC
1461
J.M. Forbes & Co
Massachusetts
$615K -$8.51M -51,445 -93%
RIG
1462
Renaissance Investment Group
Massachusetts
$615K -$12.4K -75 -2%
PAMG
1463
Patton Albertson Miller Group
Tennessee
$614K -$18.9K -114 -3%
FIM
1464
Fernwood Investment Management
Massachusetts
$614K +$50.6K +306 +9%
EAM
1465
Evanson Asset Management
California
$608K -$4.63K -28 -0.8%
AIA
1466
AIMZ Investment Advisors
California
$608K – – –
CCM
1467
Compass Capital Management
Minnesota
$605K – – –
EIA
1468
Eldridge Investment Advisors
New Hampshire
$604K +$19.9K +120 +3%
FLI
1469
Family Legacy Inc
South Carolina
$603K +$54.1K +327 +10%
VWM
1470
Vigilare Wealth Management
Arizona
$603K +$130K +785 +27%
DA
1471
Detalus Advisors
Missouri
$601K +$1.32K +8 +0.2%
FFG
1472
Frisch Financial Group
New York
$600K -$174K -1,055 -23%
RBC
1473
Roble Belko & Company
Pennsylvania
$600K – – –
FNBOH
1474
First National Bank of Hutchinson
Kansas
$598K +$8.6K +52 +1%
TSWM
1475
Triangle Securities Wealth Management
North Carolina
$597K +$42.2K +255 +8%
57 58
59
60 61