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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 %
WQ
1501
Wealth Quarterback
New Jersey
$893K -$159K -740 -15%
UWM
1502
Urban Wealth Management
California
$893K +$893K +4,161 New
PTC
1503
Philadelphia Trust Company
Pennsylvania
$888K +$98.3K +458 +12%
RF
1504
Rollins Financial
Georgia
$885K +$885K +4,123 New
SG
1505
StoneX Group
New York
$882K +$79.2K +369 +10%
NA
1506
Navellier & Associates
Nevada
$880K – – –
NB
1507
Northwest Bancshares
Pennsylvania
$878K -$37.8K -176 -4%
NAMP
1508
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$878K +$32.2K +150 +4%
NPA
1509
Nichols & Pratt Advisers
Massachusetts
$877K – – –
SB
1510
Sunflower Bank
Texas
$877K +$661K +3,080 +306%
AO
1511
Advisor OS
Illinois
$875K +$422K +1,965 +93%
PWM
1512
Palumbo Wealth Management
New York
$874K +$874K +4,072 New
WA
1513
Wealth Alliance
New York
$871K +$52.8K +246 +6%
ZIM
1514
Zacks Investment Management
Illinois
$871K +$91.8K +428 +12%
HC
1515
Hourglass Capital
Texas
$869K – – –
CFFP
1516
Center for Financial Planning
Michigan
$868K – – –
MWM
1517
Meridian Wealth Management
Kentucky
$867K +$121K +565 +16%
GA
1518
GoalVest Advisory
New York
$866K +$866K +4,037 New
BSAM
1519
Blue Square Asset Management
New York
$862K -$299K -1,391 -26%
NFG
1520
Next Financial Group
Texas
$862K +$25.5K +119 +3%
CMI
1521
Clare Market Investments
Texas
$860K +$55.2K +257 +7%
EAM
1522
Evanson Asset Management
California
$859K +$51.1K +238 +6%
BOM
1523
Bank of Marin
California
$859K +$52.2K +243 +6%
RWA
1524
River Wealth Advisors
Pennsylvania
$859K +$59.8K +279 +7%
EWA
1525
Encompass Wealth Advisors
Oregon
$858K +$858K +4,000 New
59 60
61
62 63