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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 %
EI
1676
Ellevest Inc
New York
$667K +$74.9K +334 +13%
PPP
1677
Private Portfolio Partners
New Jersey
$667K +$21.5K +96 +3%
XSC
1678
X-Square Capital
Puerto Rico
$665K -$68.5K -306 -9%
FCA
1679
FLC Capital Advisors
California
$665K +$13.5K +60 +2%
SSWM
1680
Smith Salley Wealth Management
North Carolina
$664K +$130K +581 +24%
JWBC
1681
John W. Bristol & Co
New York
$662K – – –
WCM
1682
Weld Capital Management
New York
$661K -$139K -622 -17%
GG
1683
Gleason Group
Kentucky
$661K +$4.04K +18 +0.6%
ECM
1684
Elgethun Capital Management
South Dakota
$659K -$35.2K -157 -5%
RP
1685
Riverbridge Partners
Minnesota
$659K +$897 +4 +0.1%
SIC
1686
Samalin Investment Counsel
New York
$658K +$252K +1,126 +62%
HI
1687
Hendershot Investments
Virginia
$657K – – –
KS
1688
Karpas Strategies
Connecticut
$656K – – –
JC
1689
Jentner Corp
Ohio
$656K +$3.59K +16 +0.6%
CWP
1690
Concord Wealth Partners
Virginia
$656K +$254K +1,134 +63%
PP
1691
Paloma Partners
Connecticut
$655K -$10.5M -46,925 -94%
KCM
1692
Karp Capital Management
California
$655K +$22.4K +100 +4%
HHGA
1693
Halbert Hargrove Global Advisors
California
$655K +$336K +1,502 +105%
SFG
1694
SNS Financial Group
Minnesota
$653K +$1.12K +5 +0.2%
PWMG
1695
Prestige Wealth Management Group
New Jersey
$652K -$7.63K -34 -1%
KF
1696
Krilogy Financial
Missouri
$652K +$15.3K +68 +2%
SAM
1697
Secure Asset Management
Michigan
$651K +$177K +790 +37%
GPA
1698
Garrison Point Advisors
California
$650K -$15.7K -70 -2%
NME
1699
Notis-McConarty Edward
$650K – – –
GCMG
1700
Gyroscope Capital Management Group
Florida
$650K +$650K +2,900 New
66 67
68
69 70