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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 %
FLI
1476
Family Legacy Inc
South Carolina
$981K +$17.7K +79 +2%
STC
1477
Sarah T. Connolly
$978K -$10.1K -45 -1%
TSWM
1478
Triangle Securities Wealth Management
North Carolina
$976K +$38.1K +170 +4%
APW
1479
Acima Private Wealth
Virginia
$970K – – –
CW
1480
CreativeOne Wealth
Kansas
$967K -$724K -3,232 -43%
LSAG
1481
Lake Street Advisors Group
New Hampshire
$967K +$22.2K +99 +2%
IFWM
1482
Institute for Wealth Management
Colorado
$966K -$6.5K -29 -0.7%
PWM
1483
Palumbo Wealth Management
New York
$963K +$50.6K +226 +6%
MPM
1484
Meritage Portfolio Management
Kansas
$962K – – –
MCM
1485
Maple Capital Management
Vermont
$961K -$106K -472 -10%
CAG
1486
Csenge Advisory Group
Florida
$960K -$65.5K -283 -6%
CWM
1487
Centric Wealth Management
Illinois
$959K -$15.5K -69 -2%
FBT
1488
First Bankers Trust
Kentucky
$958K -$259K -1,155 -21%
TNA
1489
True North Advisors
Texas
$958K -$32.3K -144 -3%
BOM
1490
Bank of Marin
California
$958K +$60.5K +270 +7%
ERIM
1491
Eagle Ridge Investment Management
Connecticut
$956K -$16.8K -75 -2%
AIM
1492
Allen Investment Management
New York
$954K -$17.9K -80 -2%
JHP
1493
James Hambro & Partners
United Kingdom
$954K +$954K +4,255 New
SCM
1494
Stonebridge Capital Management
California
$953K – – –
PTC
1495
Philadelphia Trust Company
Pennsylvania
$950K +$22.4K +100 +2%
TA
1496
Tectonic Advisors
Texas
$947K +$65.1K +290 +7%
IBOK
1497
Independence Bank of Kentucky
Kentucky
$945K -$130K -580 -12%
BSAM
1498
Blue Square Asset Management
New York
$943K +$43K +192 +5%
HKAM
1499
Horizon Kinetics Asset Management
New York
$941K – – –
GSC
1500
G&S Capital
Colorado
$941K +$539K +2,406 +134%
58 59
60
61 62