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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 %
3C
1476
361 Capital
Colorado
$596K +$596K +3,603 New
WEPOG
1477
Wealth Enhancement & Preservation of GA
Georgia
$595K -$557K -3,637 -48%
MA
1478
MCF Advisors
Kentucky
$595K -$34.4K -208 -5%
PBO
1479
Peoples Bank (Ohio)
Ohio
$595K -$1.82K -11 -0.3%
FFA
1480
Fragasso Financial Advisors
Pennsylvania
$595K +$4.3K +26 +0.7%
VWM
1481
Venturi Wealth Management
Texas
$595K +$82.4K +498 +16%
NAMP
1482
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$594K +$49.6K +300 +9%
DBIA
1483
Dumont & Blake Investment Advisors
New Jersey
$590K +$5.96K +36 +1%
DLA
1484
Douglas Lane & Associates
New York
$589K -$63.2K -382 -10%
MFG
1485
Magnus Financial Group
New York
$589K +$42.7K +258 +8%
GWS
1486
Glassman Wealth Services
Virginia
$589K +$175K +1,058 +42%
OI
1487
Oakbrook Investments
Illinois
$588K -$1.59M -9,625 -73%
KFI
1488
Key Financial Inc
Pennsylvania
$588K -$27.6K -164 -4%
BMC
1489
Beaton Management Company
Massachusetts
$583K – – –
CWA
1490
Clarus Wealth Advisors
Arizona
$579K -$26.5K -165 -4%
SIM
1491
Sadoff Investment Management
Wisconsin
$575K -$33.1K -200 -5%
AIP
1492
Almanack Investment Partners
Pennsylvania
$575K +$291K +1,762 +103%
DDC
1493
DF Dent & Co
Maryland
$574K +$41K +248 +8%
CAW
1494
Cornerstone Advisors (Washington)
Washington
$574K +$47.1K +285 +9%
CA
1495
Cornerstone Advisory
Maryland
$573K -$11.6K -70 -2%
ARMT
1496
Amica Retiree Medical Trust
Rhode Island
$571K – – –
TAM
1497
Trillium Asset Management
Massachusetts
$570K – – –
CAI
1498
Capital Advisors Inc
Oklahoma
$568K -$12.9K -78 -2%
GG
1499
Gleason Group
Kentucky
$567K -$4.8K -29 -0.8%
RIS
1500
Retirement Income Solutions
Michigan
$567K +$1.49K +9 +0.3%
58 59
60
61 62