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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 %
CAW
1551
Cornerstone Advisors (Washington)
Washington
$630K -$21.9K -111 -3%
BPA
1552
Beacon Pointe Advisors
California
$630K +$85.9K +432 +16%
CICI
1553
Capital Investment Counsel Inc
North Carolina
$629K -$14.8K -75 -2%
TCOO
1554
Trust Company of Oklahoma
Oklahoma
$627K +$39.7K +201 +7%
PMFA
1555
Plante Moran Financial Advisors
Michigan
$626K +$77.8K +394 +14%
PCG
1556
Private Capital Group
Connecticut
$625K -$75.4K -382 -11%
WCM
1557
WealthBridge Capital Management
Ohio
$625K -$6.13K -31 -1%
CC
1558
Cannell & Co
New York
$624K -$2.57K -13 -0.4%
RCM
1559
RB Capital Management
Nevada
$622K +$35K +175 +6%
GLR
1560
Great Lakes Retirement
Ohio
$621K +$621K +3,106 New
PFM
1561
Parsec Financial Management
North Carolina
$619K -$593 -3 -0.1%
BDWM
1562
Brewin Dolphin Wealth Management
Ireland
$619K -$28.1K -142 -4%
ACA
1563
Anchor Capital Advisors
Massachusetts
$618K -$12.9K -65 -2%
HWMG
1564
Hurlow Wealth Management Group
Indiana
$618K -$13.4K -64 -2%
AIA
1565
Angeles Investment Advisors
California
$617K -$38.6K -195 -6%
AIC
1566
Archer Investment Corporation
Indiana
$617K +$5.93K +30 +1%
GTAM
1567
Global Trust Asset Management
Florida
$616K -$598K -3,026 -49%
PPP
1568
Private Portfolio Partners
New Jersey
$616K -$31.8K -161 -5%
VWM
1569
Vigilare Wealth Management
Arizona
$616K +$616K +2,862 New
SMM
1570
Stadion Money Management
Georgia
$615K -$83.1K -421 -12%
JIM
1571
Jupiter Investment Management
United Kingdom
$612K -$1.72M -8,734 -74%
VWM
1572
Venturi Wealth Management
Texas
$612K +$8.69K +44 +1%
CAAS
1573
Capital Asset Advisory Services
Michigan
$612K +$612K +2,837 New
FANJ
1574
Financial Architects (New Jersey)
New Jersey
$610K -$128K -647 -17%
SIA
1575
Soltis Investment Advisors
Utah
$609K +$609K +3,080 New
61 62
63
64 65