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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 %
AP
1651
Atwood & Palmer
Missouri
$696K +$21.3K +95 +3%
WI
1652
WrapManager Inc
California
$694K -$18.6K -83 -3%
CA
1653
CapWealth Advisors
Tennessee
$691K – – –
NSAM
1654
North Star Asset Management
Wisconsin
$690K -$2.24K -10 -0.3%
DA
1655
Doliver Advisors
Texas
$690K +$100K +448 +17%
SS
1656
Simplicity Solutions
Minnesota
$688K -$6.74M -30,073 -91%
JCM
1657
Jag Capital Management
Missouri
$685K -$4.49K -20 -0.7%
HFAS
1658
Hummer Financial Advisory Services
Illinois
$684K – – –
FCFC
1659
First Citizens Financial Corp
Iowa
$682K -$40.8K -182 -6%
WP
1660
WealthShield Partners
North Carolina
$680K -$129K -577 -16%
PD
1661
Planning Directions
Pennsylvania
$680K +$2.69K +12 +0.4%
FFS
1662
Founders Financial Securities
Maryland
$679K +$201K +895 +42%
BCP
1663
Berkeley Capital Partners
Georgia
$678K +$2.24K +10 +0.3%
PMFA
1664
Plante Moran Financial Advisors
Michigan
$678K +$35K +156 +5%
WA
1665
Waverly Advisors
Alabama
$675K +$133K +571 +24%
SCI
1666
Stableford Capital II
Arizona
$674K -$5.6K -25 -0.8%
SM
1667
Southport Management
Wyoming
$672K +$672K +3,000 New
SMC
1668
S. Muoio & Co
New York
$672K -$314K -1,400 -32%
BC
1669
Blackhill Capital
New Jersey
$672K – – –
PFM
1670
Parsec Financial Management
North Carolina
$670K -$8.52K -38 -1%
CICI
1671
Capital Investment Counsel Inc
North Carolina
$669K +$120K +534 +22%
PS
1672
Planned Solutions
California
$668K – – –
PVH
1673
Psagot Value Holdings
Israel
$667K -$1.13M -5,043 -63%
AIA
1674
AIMZ Investment Advisors
California
$667K – – –
LF
1675
Lantz Financial
Illinois
$667K +$2.92K +13 +0.4%
65 66
67
68 69