MCD icon

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 %
GLLW
1526
Graves Light Lenhart Wealth
Virginia
$666K +$1.19K +6 +0.2%
LCAM
1527
London & Capital Asset Management
United Kingdom
$664K +$2.96K +15 +0.4%
TSWM
1528
Triangle Securities Wealth Management
North Carolina
$663K -$3.95K -20 -0.6%
EWM
1529
Edge Wealth Management
New York
$663K +$40.7K +206 +7%
MCM
1530
MV Capital Management
Maryland
$661K – – –
SA
1531
SL Advisors
New Jersey
$660K -$4.74K -24 -0.7%
UAS
1532
United Asset Strategies
New York
$658K -$1.28M -6,484 -66%
LWM
1533
Laidlaw Wealth Management
New York
$657K +$657K +3,327 New
BCM
1534
BTC Capital Management
Iowa
$654K +$246K +1,243 +60%
MFG
1535
Magnus Financial Group
New York
$652K +$51.5K +261 +9%
BHC
1536
Bowen Hanes & Co
Florida
$650K -$1.44M -7,304 -69%
NAMP
1537
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$650K -$673K -3,407 -51%
EH
1538
Equitable Holdings
New York
$648K +$648K +3,277 New
MS
1539
Mizuho Securities
Japan
$646K +$130K +660 +25%
LA
1540
Legacy Advisors
Pennsylvania
$645K +$32.6K +165 +5%
DLCIG
1541
D.L. Carlson Investment Group
New Hampshire
$643K -$39.5K -200 -6%
GIA
1542
GHP Investment Advisors
Colorado
$643K +$4.74K +24 +0.7%
BCP
1543
Berkeley Capital Partners
Georgia
$639K +$15.2K +77 +2%
LSC
1544
Lesa Sroufe & Co
Washington
$638K – – –
CA
1545
CapWealth Advisors
Tennessee
$638K – – –
DDC
1546
DF Dent & Co
Maryland
$637K -$58.9K -298 -8%
MFG
1547
MidWestOne Financial Group
Iowa
$633K +$75.2K +381 +13%
MUS
1548
Mitsubishi UFJ Securities
Japan
$632K +$138K +700 +28%
MGIM
1549
M&G Investment Management
United Kingdom
$632K +$632K +3,194 New
AMC
1550
Asset Management Corp
Illinois
$632K +$632K +3,200 New
60 61
62
63 64