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McDonald's
MCD

Overview Fund Activity

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
Capital World Investors
Capital World Investors
California
+$269M
5
Ameriprise
Ameriprise
Minnesota
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$876M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$168M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1576
Connecticut Wealth Management
Connecticut
$810K +$9.19K +41 +1%
SSG
1577
Summit Securities Group
New York
$807K -$1.68M -7,500 -68%
BMC
1578
Beaton Management Company
Massachusetts
$806K – – –
APG
1579
Abacus Planning Group
South Carolina
$806K +$673 +3 +0.1%
VI
1580
Versor Investments
New York
$803K +$803K +3,582 New
FRA
1581
Front Row Advisors
California
$800K – – –
TSS
1582
Two Sigma Securities
New York
$797K +$335K +1,494 +73%
TC
1583
Tsai Capital
New York
$796K – – –
CIM
1584
CIM Investment Management
Pennsylvania
$796K +$796K +3,553 New
CWA
1585
Clearview Wealth Advisors
Oregon
$795K +$16.8K +75 +2%
FFG
1586
Frisch Financial Group
New York
$794K -$5.15K -23 -0.6%
COCM
1587
Charter Oak Capital Management
New Hampshire
$785K -$16.1K -72 -2%
WC
1588
Whitney & Co
New York
$785K +$5.6K +25 +0.7%
PBO
1589
Peoples Bank (Ohio)
Ohio
$782K -$58K -259 -7%
AIS
1590
American Investment Services
Massachusetts
$782K +$4.48K +20 +0.6%
RCM
1591
RB Capital Management
Nevada
$782K +$8.74K +39 +1%
AFM
1592
Andesa Financial Management
Pennsylvania
$781K +$36.1K +161 +5%
LWAM
1593
Legacy Wealth Asset Management
Minnesota
$780K +$17K +76 +2%
SWA
1594
Sax Wealth Advisors
New Jersey
$778K +$304K +1,355 +64%
RFG
1595
Range Financial Group
Oregon
$777K +$777K +3,466 New
FDCC
1596
Foster Dykema Cabot & Co
Massachusetts
$776K -$34.8K -155 -4%
TA
1597
TruWealth Advisors
Louisiana
$776K +$145K +647 +23%
ARMT
1598
Amica Retiree Medical Trust
Rhode Island
$774K – – –
DA
1599
Detalus Advisors
Missouri
$774K +$5.61K +25 +0.7%
CCP
1600
Cardan Capital Partners
Colorado
$771K +$39K +174 +5%
62 63
64
65 66