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McDonald's
MCD

Overview Fund Activity

2,158 hedge funds and large institutions have $83.9B invested in McDonald's in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 888 increasing their positions, 918 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
-94
Holders Change %
-4.17%
% of All Funds
47.67%
Holding in Top 10
73
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.31%
% of All Funds
1.61%
New
126
Increased
888
Reduced
918
Closed
192
Calls
$1.34B
Puts
$1.8B
Net Calls
-$457M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.54B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$457M
3
MAM
Magellan Asset Management
Australia
+$361M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$287M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$147M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$664M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$267M
3
Two Sigma Investments
Two Sigma Investments
New York
-$180M
4
WCM Investment Management
WCM Investment Management
California
-$149M
5
Citigroup
Citigroup
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1701
Breiter Capital Management
Florida
$373K +$198K +1,200 +113%
SIM
1702
SSI Investment Management
California
$372K -$4.3K -26 -1%
SRC
1703
Stone Run Capital
New York
$372K – – –
KOCAA
1704
Knights of Columbus Asset Advisors
Connecticut
$372K +$372K +2,250 New
LCAM
1705
London & Capital Asset Management
United Kingdom
$371K -$184K -1,115 -33%
FHC
1706
First Heartland Consultants
Missouri
$370K -$45.5K -275 -11%
UC
1707
Unio Capital
New Jersey
$369K – – –
AIM
1708
Anchor Investment Management
South Carolina
$368K +$35.1K +212 +11%
CG
1709
Cynosure Group
Utah
$367K -$64.9K -392 -15%
UTC
1710
Unified Trust Company
Kentucky
$367K -$7.76K -47 -2%
BWA
1711
BDO Wealth Advisors
Florida
$367K +$264K +1,598 +257%
CC
1712
Cadinha & Co
Hawaii
$365K -$264K -1,600 -42%
SCG
1713
Sonata Capital Group
Washington
$365K -$26K -157 -7%
RWM
1714
RBA Wealth Management
California
$365K -$14.7K -89 -4%
SRSA
1715
S.R. Schill & Associates
Washington
$365K – – –
AWM
1716
Argent Wealth Management
Massachusetts
$364K -$5.67K -32 -2%
VFP
1717
Verus Financial Partners
Virginia
$364K -$3.97K -24 -1%
PLFAM
1718
Pineno Levin & Ford Asset Management
Virginia
$364K – – –
FAM
1719
Formidable Asset Management
Ohio
$363K -$19.2K -116 -5%
MLFP
1720
MPS Loria Financial Planners
Illinois
$363K +$2.31K +14 +0.6%
TF
1721
TLWM Financial
Texas
$363K +$7.05K +43 +2%
SMFS
1722
Squar Milner Financial Services
California
$361K -$7.6K -46 -2%
AAS
1723
Annex Advisory Services
Wisconsin
$361K +$45.7K +277 +15%
WCM
1724
Wallace Capital Management
Texas
$359K -$18.7K -113 -5%
WRM
1725
Weybosset Research & Management
Rhode Island
$359K -$4.28K -27 -1%
67 68
69
70 71