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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 %
CL
1501
CPWM LLC
Washington
$566K -$30.1K -182 -5%
LF
1502
Lantz Financial
Illinois
$565K -$15.7K -95 -3%
PWPS
1503
Pinnacle Wealth Planning Services
Ohio
$565K +$88.3K +535 +19%
LCM
1504
Landscape Capital Management
New Jersey
$565K +$565K +3,417 New
AIS
1505
American Investment Services
Massachusetts
$563K -$25.8K -156 -4%
GLLW
1506
Graves Light Lenhart Wealth
Virginia
$562K +$4.63K +28 +0.8%
HWMG
1507
Hurlow Wealth Management Group
Indiana
$561K +$35.6K +200 +7%
TAIM
1508
TD Ameritrade Investment Management
Nebraska
$559K -$31.7K -192 -5%
OA
1509
Oxbow Advisors
Texas
$559K – – –
HR
1510
Hayden Royal
North Carolina
$558K +$231K +1,395 +70%
SAM
1511
Strategy Asset Managers
California
$558K +$52.9K +320 +10%
GFS
1512
GYL Financial Synergies
Connecticut
$555K -$22.7K -137 -4%
EH
1513
Employers Holdings
Nevada
$555K -$7.44K -45 -1%
AIM
1514
Alhambra Investment Management
Florida
$554K -$108K -650 -16%
HCA
1515
Harbour Capital Advisors
Virginia
$554K -$31.3K -189 -5%
IWA
1516
Inspirion Wealth Advisors
Illinois
$554K -$21.5K -130 -4%
EA
1517
Elm Advisors
California
$553K -$20.7K -125 -4%
MCM
1518
MV Capital Management
Maryland
$553K – – –
CFS
1519
CRA Financial Services
New Jersey
$552K -$5.13K -31 -0.9%
BCM
1520
BTC Capital Management
Iowa
$546K – – –
OFG
1521
Oxford Financial Group
Indiana
$542K +$542K +3,276 New
ACA
1522
Ackerman Capital Advisors
Texas
$537K -$582K -3,523 -52%
WCM
1523
WealthBridge Capital Management
Ohio
$537K +$14.1K +85 +3%
PPP
1524
Private Portfolio Partners
New Jersey
$536K +$19.9K +120 +4%
CICI
1525
Capital Investment Counsel Inc
North Carolina
$535K +$8.27K +50 +2%
59 60
61
62 63