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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 %
VSWA
1501
Vontobel Swiss Wealth Advisors
Switzerland
$692K -$302K -1,525 -30%
LFM
1502
Lumina Fund Management
New York
$692K +$692K +3,500 New
HB
1503
Horizon Bancorp
Indiana
$692K +$692K +3,502 New
SAM
1504
Silphium Asset Management
United Kingdom
$692K +$692K +3,500 New
GFS
1505
GYL Financial Synergies
Connecticut
$690K -$169K -857 -20%
CPA
1506
Clear Perspective Advisors
Illinois
$690K -$119K -601 -15%
CRWM
1507
Castle Rock Wealth Management
California
$690K -$34.7K -161 -5%
IWA
1508
Inspirion Wealth Advisors
Illinois
$688K – – –
BMC
1509
Benin Management Corp
Connecticut
$687K – – –
ACM
1510
Allred Capital Management
Texas
$686K +$36.8K +186 +6%
EA
1511
Elm Advisors
California
$685K -$9.88K -50 -1%
FLI
1512
Family Legacy Inc
South Carolina
$683K +$145K +703 +27%
BOM
1513
Bank of Marin
California
$683K +$683K +3,455 New
GG
1514
Gleason Group
Kentucky
$683K +$683K +3,457 New
ARMT
1515
Amica Retiree Medical Trust
Rhode Island
$682K – – –
TAM
1516
Trillium Asset Management
Massachusetts
$682K +$83.4K +422 +14%
IBOK
1517
Independence Bank of Kentucky
Kentucky
$682K +$351K +1,775 +106%
LSAG
1518
Lake Street Advisors Group
New Hampshire
$680K +$8.1K +41 +1%
KS
1519
Karpas Strategies
Connecticut
$677K – – –
TFA
1520
Teamwork Financial Advisors
Texas
$676K +$676K +3,420 New
RIS
1521
Retirement Income Solutions
Michigan
$675K -$70.3K -356 -9%
FIM
1522
Fernwood Investment Management
Massachusetts
$673K -$9.88K -50 -1%
EH
1523
Employers Holdings
Nevada
$672K – – –
OA
1524
Oxbow Advisors
Texas
$668K – – –
CFS
1525
CRA Financial Services
New Jersey
$666K +$198 +1 +0%
59 60
61
62 63