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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 %
GD
1626
Grandfield & Dodd
New York
$730K -$38.8K -174 -5%
ACA
1627
Ackerman Capital Advisors
Texas
$728K +$728K +3,250 New
AWA
1628
Arkadios Wealth Advisors
Georgia
$727K +$28.4K +127 +4%
MPIA
1629
Mountain Pacific Investment Advisers
Idaho
$724K – – –
AWA
1630
AmeriServ Wealth Advisors
Pennsylvania
$721K -$36.6K -163 -5%
CWM
1631
Cornerstone Wealth Management
Missouri
$720K -$60.5K -270 -8%
EAM
1632
Evanson Asset Management
California
$719K -$178K -795 -20%
MFG
1633
MidWestOne Financial Group
Iowa
$719K – – –
TCM
1634
Traynor Capital Management
Pennsylvania
$719K +$42.8K +191 +6%
WCM
1635
WealthBridge Capital Management
Ohio
$718K – – –
GCIA
1636
Gabelli & Co Investment Advisers
New York
$717K – – –
GLLW
1637
Graves Light Lenhart Wealth
Virginia
$717K +$1.79K +8 +0.3%
LSC
1638
Lesa Sroufe & Co
Washington
$715K – – –
HWMG
1639
Hurlow Wealth Management Group
Indiana
$714K +$1.79K +8 +0.3%
KTC
1640
Kistler-Tiffany Companies
Pennsylvania
$710K +$43.5K +194 +7%
SFSIG
1641
San Francisco Sentry Investment Group
California
$710K +$49.3K +220 +7%
BMC
1642
Benin Management Corp
Connecticut
$708K – – –
CC
1643
Cannell & Co
New York
$708K – – –
WAG
1644
Winthrop Advisory Group
Massachusetts
$706K +$28.3K +126 +4%
SA
1645
Strategic Advisors
New York
$704K +$46.4K +207 +7%
DDC
1646
DF Dent & Co
Maryland
$703K -$35.2K -157 -5%
OCG
1647
Opus Capital Group
Ohio
$701K -$114K -510 -14%
AIM
1648
Alhambra Investment Management
Florida
$701K -$105K -470 -13%
APA
1649
Allegiant Private Advisors
Florida
$698K – – –
BMWM
1650
Brown Miller Wealth Management
Virginia
$697K +$6.05K +27 +0.9%
64 65
66
67 68