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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 %
GFS
1601
GYL Financial Synergies
Connecticut
$770K -$1.35K -6 -0.2%
FA
1602
Fagan Associates
New York
$767K -$2.06M -9,211 -73%
SWA
1603
SFMG Wealth Advisors
Texas
$763K -$2.24K -10 -0.3%
WFMPM
1604
Woodley Farra Manion Portfolio Management
Indiana
$762K +$300K +1,340 +65%
CRI
1605
Colonial River Investments
Virginia
$761K -$3.14K -14 -0.4%
FFA
1606
Fragasso Financial Advisors
Pennsylvania
$760K +$17.5K +78 +2%
EBSAM
1607
Eubel Brady & Suttman Asset Management
Ohio
$760K +$760K +3,392 New
WDG
1608
Wealth Dimensions Group
Ohio
$759K +$314K +1,400 +71%
QI
1609
Qtron Investments
Massachusetts
$756K -$276K -1,233 -27%
SAM
1610
Strategy Asset Managers
California
$756K +$11.9K +53 +2%
ACM
1611
Alethea Capital Management
Washington
$756K +$756K +3,371 New
CFS
1612
CRA Financial Services
New Jersey
$753K -$8.74K -39 -1%
MCM
1613
MV Capital Management
Maryland
$753K +$4.03K +18 +0.5%
EH
1614
Employers Holdings
Nevada
$752K – – –
PWA
1615
Providence Wealth Advisors
Illinois
$752K +$5.83K +26 +0.8%
IWA
1616
Inspirion Wealth Advisors
Illinois
$751K – – –
SCM
1617
Stevens Capital Management
Pennsylvania
$751K +$751K +3,350 New
ATPW
1618
Ashton Thomas Private Wealth
Arizona
$750K -$34.5K -154 -4%
IAP
1619
Indie Asset Partners
Indiana
$747K -$7.17K -32 -1%
PIM
1620
Perpetual Investment Management
Australia
$747K – – –
KFI
1621
Key Financial Inc
Pennsylvania
$745K – – –
FAM
1622
Formidable Asset Management
Ohio
$741K -$52.9K -235 -7%
WAM
1623
WNY Asset Management
New York
$739K -$6.47K -29 -0.9%
ACA
1624
Affinity Capital Advisors
California
$732K +$897 +4 +0.1%
IF
1625
Ironwood Financial
Arizona
$731K +$111K +496 +18%
63 64
65
66 67