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McDonald's
MCD

Overview Fund Activity

2,252 hedge funds and large institutions have $99.5B invested in McDonald's in 2019 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 892 increasing their positions, 784 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,252
Holders Change
+166
Holders Change %
+7.96%
% of All Funds
44.47%
Holding in Top 10
65
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-42.48%
% of All Funds
1.28%
New
305
Increased
892
Reduced
784
Closed
108
Calls
$1.23B
Puts
$2.05B
Net Calls
-$821M
Net Calls Change
-$595M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.21B
2
Lazard Asset Management
Lazard Asset Management
New York
+$573M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$476M
4
Morgan Stanley
Morgan Stanley
New York
+$277M
5
BlackRock
BlackRock
New York
+$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.85B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$865M
4
Capital World Investors
Capital World Investors
California
-$624M
5
Ameriprise
Ameriprise
Minnesota
-$271M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1701
Sepio Capital
Utah
$460K -$252K -1,273 -35%
BI
1702
Ballast Inc
Kentucky
$460K -$19.7K -100 -4%
LFG
1703
LifePlan Financial Group
Ohio
$460K – – –
PIA
1704
Powell Investment Advisors
Florida
$460K +$460K +2,329 New
EBT
1705
Enterprise Bank & Trust
Massachusetts
$459K -$9.88K -50 -2%
GIM
1706
Greylin Investment Management
Virginia
$457K -$1.97K -10 -0.4%
Diamond Hill Capital Management
1707
Diamond Hill Capital Management
Ohio
$456K – – –
NAS
1708
Nicolet Advisory Services
Wisconsin
$456K +$3.95K +20 +0.9%
CW
1709
CreativeOne Wealth
Kansas
$456K +$45.6K +231 +11%
RWM
1710
RBA Wealth Management
California
$453K -$14.8K -75 -3%
WRM
1711
Weybosset Research & Management
Rhode Island
$453K -$9.69K -49 -2%
NIM
1712
NuWave Investment Management
New Jersey
$453K +$14.8K +75 +3%
SEM
1713
Suncoast Equity Management
Florida
$452K -$1.58K -8 -0.3%
SIM
1714
SSI Investment Management
California
$452K -$1.59K -8 -0.4%
PCMC
1715
Paragon Capital Management (Colorado)
Colorado
$452K – – –
WCM
1716
Wallace Capital Management
Texas
$451K -$4.74K -24 -1%
Rafferty Asset Management
1717
Rafferty Asset Management
New York
$451K +$59.5K +301 +15%
CAG
1718
Csenge Advisory Group
Florida
$450K +$3.36K +17 +0.8%
VRM
1719
Vectors Research Management
New York
$448K – – –
UTC
1720
Unified Trust Company
Kentucky
$448K – – –
KPWG
1721
KFA Private Wealth Group
Virginia
$447K +$447K +2,264 New
AIM
1722
Acropolis Investment Management
Missouri
$446K +$96K +529 +27%
NB
1723
Northwest Bancshares
Pennsylvania
$445K -$29.7K -150 -6%
DWM
1724
Destination Wealth Management
California
$445K -$25.5K -129 -5%
SRC
1725
Stone Run Capital
New York
$445K – – –
67 68
69
70 71