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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 %
ACP
1576
Aviance Capital Partners
Florida
$608K +$593 +3 +0.1%
JCM
1577
Jag Capital Management
Missouri
$608K +$49.4K +250 +9%
HL
1578
HeadInvest LLC
Maine
$607K +$28.1K +142 +5%
OEP
1579
Ocean Endowment Partners
Illinois
$607K +$607K +3,070 New
HPWM
1580
Highland Private Wealth Management
Washington
$604K -$58.9K -298 -9%
NCM
1581
Noesis Capital Mangement
Florida
$604K +$326K +1,652 +118%
SAM
1582
Strategy Asset Managers
California
$603K +$51.2K +259 +9%
ZAM
1583
Zevin Asset Management
Massachusetts
$602K – – –
WAG
1584
Winthrop Advisory Group
Massachusetts
$598K +$234K +1,183 +64%
CST
1585
Charles Schwab Trust
Nevada
$598K +$598K +3,024 New
DC
1586
DeDora Capital
California
$594K -$452K -2,287 -43%
CWM
1587
Concentric Wealth Management
California
$593K -$29.6K -150 -5%
BC
1588
Blackhill Capital
New Jersey
$593K – – –
SRCM
1589
Swift Run Capital Management
Virginia
$593K – – –
HFAS
1590
Hummer Financial Advisory Services
Illinois
$593K +$593K +3,000 New
BCM
1591
Boltwood Capital Management
California
$590K – – –
GRQ
1592
Gardner Russo & Quinn
Pennsylvania
$587K – – –
MFW
1593
Meristem Family Wealth
Minnesota
$587K – – –
YWP
1594
YorkBridge Wealth Partners
New York
$584K +$46.5K +235 +9%
LBA
1595
Lowell Blake & Associates
Massachusetts
$581K +$581K +2,941 New
CF
1596
Centaurus Financial
California
$580K -$9.68K -49 -2%
FCFC
1597
First Citizens Financial Corp
Iowa
$579K +$579K +2,931 New
GCMG
1598
Gyroscope Capital Management Group
Florida
$577K +$131K +663 +29%
RA
1599
Rational Advisors
New York
$576K -$1.27M -6,436 -69%
WPC
1600
Waters Parkerson & Co
Louisiana
$576K +$14.6K +74 +3%
62 63
64
65 66