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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 %
BW
1551
Bison Wealth
Georgia
$513K -$143K -863 -22%
SFSIG
1552
San Francisco Sentry Investment Group
California
$512K -$114K -690 -18%
CCP
1553
Cardan Capital Partners
Colorado
$512K +$53.9K +326 +12%
GTAM
1554
Global Trust Asset Management
Florida
$511K -$12.9K -77 -2%
FCA
1555
FLC Capital Advisors
California
$511K +$248K +1,536 +94%
PCG
1556
Private Capital Group
Connecticut
$510K -$13.6K -82 -3%
ACP
1557
Aviance Capital Partners
Florida
$510K +$827 +5 +0.2%
BDWM
1558
Brewin Dolphin Wealth Management
Ireland
$508K -$9.09K -55 -2%
SIA
1559
Soltis Investment Advisors
Utah
$508K -$1.16K -7 -0.2%
XM
1560
XTX Markets
New York
$508K +$222K +1,346 +78%
RCM
1561
RB Capital Management
Nevada
$506K +$3.56K +22 +0.7%
LA
1562
Legacy Advisors
Pennsylvania
$505K -$34.7K -210 -6%
PWSG
1563
Pacific Wealth Strategies Group
California
$505K +$71.1K +430 +16%
ZAM
1564
Zevin Asset Management
Massachusetts
$504K – – –
HFAS
1565
Hummer Financial Advisory Services
Illinois
$504K +$8.26K +50 +2%
KTC
1566
Kistler-Tiffany Companies
Pennsylvania
$503K – – –
Wealth Enhancement Advisory Services
1567
Wealth Enhancement Advisory Services
Minnesota
$503K +$503K +2,707 New
DC
1568
DeDora Capital
California
$501K +$3.8K +23 +0.8%
HL
1569
HeadInvest LLC
Maine
$500K -$7.77K -47 -2%
GA
1570
Greytown Advisors
Florida
$497K -$311K -1,879 -38%
NCM
1571
Noesis Capital Mangement
Florida
$497K -$8.93K -54 -2%
AWM
1572
Adams Wealth Management
Utah
$496K -$766K -4,627 -61%
BC
1573
Blackhill Capital
New Jersey
$496K – – –
SRCM
1574
Swift Run Capital Management
Virginia
$496K – – –
CWM
1575
Concentric Wealth Management
California
$496K – – –
61 62
63
64 65