MCD icon

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 %
GFP
1726
Gryphon Financial Partners
Ohio
$445K +$219K +1,106 +97%
BWM
1727
BerganKDV Wealth Management
Minnesota
$442K +$39.9K +202 +10%
SMFS
1728
Squar Milner Financial Services
California
$441K -$44.9K -227 -9%
UC
1729
Unio Capital
New Jersey
$441K – – –
MYIA
1730
Mount Yale Investment Advisors
Colorado
$440K -$22.5K -105 -5%
VFP
1731
Verus Financial Partners
Virginia
$440K -$3.16K -16 -0.7%
LI
1732
Lafayette Investments
Maryland
$439K +$791 +4 +0.2%
GLI
1733
Guardian Life Insurance
New York
$438K -$1.38K -7 -0.3%
MCM
1734
Marathon Capital Management
Maryland
$438K +$98.8K +500 +29%
SRSA
1735
S.R. Schill & Associates
Washington
$437K – – –
WFPG
1736
Waller Financial Planning Group
Ohio
$437K +$437K +2,211 New
MC
1737
Montag & Caldwell
Georgia
$435K -$33.8K -171 -7%
PLFAM
1738
Pineno Levin & Ford Asset Management
Virginia
$435K – – –
TF
1739
TLWM Financial
Texas
$435K +$435K +2,172 New
RIM
1740
Regent Investment Management
Kentucky
$433K – – –
PIA
1741
Pinion Investment Advisors
Kansas
$433K +$46.1K +233 +12%
MLFP
1742
MPS Loria Financial Planners
Illinois
$431K +$21.9K +111 +5%
HR
1743
Hayden Royal
North Carolina
$429K -$305K -1,412 -42%
SAA
1744
Southeast Asset Advisors
Georgia
$428K +$791 +4 +0.2%
CWM
1745
Cornerstone Wealth Management
Missouri
$425K -$74.6K -378 -15%
JIP
1746
JBJ Investment Partners
South Carolina
$425K +$67.9K +344 +19%
MCWA
1747
Meadow Creek Wealth Advisors
Georgia
$425K +$425K +2,152 New
IFG
1748
Investors Financial Group
Minnesota
$424K +$424K +2,146 New
LFA
1749
Legacy Financial Advisors
Kentucky
$423K -$8.5K -43 -2%
MAM
1750
Marotta Asset Management
Virginia
$422K +$422K +1,963 New
68 69
70
71 72