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McDonald's
MCD

Overview Fund Activity

2,453 hedge funds and large institutions have $108B invested in McDonald's in 2020 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 981 increasing their positions, 855 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,453
Holders Change
+182
Holders Change %
+8.01%
% of All Funds
43.52%
Holding in Top 10
59
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-32.18%
% of All Funds
1.05%
New
296
Increased
981
Reduced
855
Closed
81
Calls
$1.41B
Puts
$2.13B
Net Calls
-$721M
Net Calls Change
-$735M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$218M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$201M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$196M
4
Millennium Management
Millennium Management
New York
+$163M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$157M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$983M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$672M
3
State Street
State Street
Massachusetts
-$451M
4
MCM
Melvin Capital Management
New York
-$296M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
GD
1601
Grandfield & Dodd
New York
$740K +$48.1K +224 +7%
GFS
1602
GYL Financial Synergies
Connecticut
$738K -$1.72K -8 -0.2%
DA
1603
Detalus Advisors
Missouri
$735K -$12.9K -60 -2%
SWA
1604
SFMG Wealth Advisors
Texas
$732K +$9.01K +42 +1%
CFS
1605
CRA Financial Services
New Jersey
$730K +$215 +1 +0%
WEC
1606
Winslow Evans & Crocker
Massachusetts
$730K +$105K +491 +17%
LWAM
1607
Legacy Wealth Asset Management
Minnesota
$730K +$730K +3,403 New
AWA
1608
AmeriServ Wealth Advisors
Pennsylvania
$725K +$725K +3,378 New
IAP
1609
Indie Asset Partners
Indiana
$722K -$191K -892 -21%
EH
1610
Employers Holdings
Nevada
$720K – – –
TF
1611
Trek Financial
Arizona
$720K +$396K +1,844 +122%
IWA
1612
Inspirion Wealth Advisors
Illinois
$719K -$6.87K -32 -0.9%
MCM
1613
MV Capital Management
Maryland
$717K – – –
WAM
1614
WNY Asset Management
New York
$716K +$716K +3,341 New
KFI
1615
Key Financial Inc
Pennsylvania
$714K -$41.6K -194 -6%
AFM
1616
Andesa Financial Management
Pennsylvania
$714K -$18.7K -87 -3%
SAM
1617
Strategy Asset Managers
California
$712K +$1.29K +6 +0.2%
FFA
1618
Fragasso Financial Advisors
Pennsylvania
$711K -$14.2K -66 -2%
DDC
1619
DF Dent & Co
Maryland
$707K -$37.5K -175 -5%
PIM
1620
Perpetual Investment Management
Australia
$707K +$707K +3,340 New
PWA
1621
Providence Wealth Advisors
Illinois
$704K +$84.2K +398 +14%
XSC
1622
X-Square Capital
Puerto Rico
$703K +$226K +1,051 +47%
FMN
1623
Financial Management Network
California
$703K +$703K +3,291 New
GSWM
1624
Golden State Wealth Management
California
$702K +$106K +496 +18%
MWPCG
1625
Measured Wealth Private Client Group
New Hampshire
$701K -$95.9K -447 -12%
63 64
65
66 67