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McDonald's
MCD

Overview Fund Activity

2,453 hedge funds and large institutions have $108B invested in McDonald's in 2020 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 981 increasing their positions, 855 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,453
Holders Change
+182
Holders Change %
+8.01%
% of All Funds
43.52%
Holding in Top 10
59
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-32.18%
% of All Funds
1.05%
New
296
Increased
981
Reduced
855
Closed
81
Calls
$1.41B
Puts
$2.13B
Net Calls
-$721M
Net Calls Change
-$735M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$218M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$201M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$196M
4
Millennium Management
Millennium Management
New York
+$163M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$157M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$983M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$672M
3
State Street
State Street
Massachusetts
-$451M
4
MCM
Melvin Capital Management
New York
-$296M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1451
Bordeaux Wealth Advisors
California
$980K +$980K +4,569 New
NCM
1452
Next Capital Management
New York
$976K +$976K +4,549 New
AWE
1453
Avidian Wealth Enterprises
Texas
$975K -$125K -581 -11%
BDWM
1454
Brewin Dolphin Wealth Management
Ireland
$974K – – –
AIC
1455
Ameritas Investment Company
Nebraska
$972K +$177K +823 +22%
BDF
1456
Balasa Dinverno & Foltz
$971K +$156K +726 +19%
EDRIA
1457
Edmonds Duncan Registered Investment Advisors
Kansas
$968K -$21.5K -100 -2%
BTWM
1458
Baker Tilly Wealth Management
Wisconsin
$968K +$968K +4,511 New
KNW
1459
Kesler Norman & Wride
Utah
$965K +$965K +4,499 New
MMPW
1460
Mitchell McLeod Pugh & Williams
Alabama
$964K – – –
CRWM
1461
Castle Rock Wealth Management
California
$964K +$239K +1,119 +33%
GAM
1462
Geier Asset Management
Maryland
$964K +$964K +4,677 New
RHP
1463
Royal Harbor Partners
Texas
$961K – – –
WEPOG
1464
Wealth Enhancement & Preservation of GA
Georgia
$959K +$163K +758 +20%
MWA
1465
Meridian Wealth Advisors
Texas
$956K -$10.3K -48 -1%
MSFS
1466
Main Street Financial Solutions
Pennsylvania
$956K +$956K +4,457 New
FA
1467
Fiducient Advisors
Illinois
$953K +$953K +4,440 New
CAG
1468
Csenge Advisory Group
Florida
$951K -$18.2K -85 -2%
LPT
1469
Legacy Private Trust
Wisconsin
$950K – – –
TMAM
1470
Tokio Marine Asset Management
Japan
$949K +$37.1K +173 +4%
TNA
1471
True North Advisors
Texas
$948K -$22.9K -107 -2%
STC
1472
Sarah T. Connolly
$946K +$946K +4,410 New
SMC
1473
S. Muoio & Co
New York
$944K -$129K -600 -12%
OA
1474
Oxbow Advisors
Texas
$939K +$120K +560 +15%
EM
1475
ELCO Management
New York
$934K -$370K -1,725 -28%
57 58
59
60 61