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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 %
HWM
1726
Hohimer Wealth Management
Washington
$358K +$5.58K +30 +2%
FCFS
1727
First Command Financial Services
Texas
$357K +$34.2K +207 +11%
FCB
1728
First Command Bank
Texas
$357K +$34.2K +207 +11%
SSWM
1729
Smith Salley Wealth Management
North Carolina
$356K +$77.8K +470 +28%
1WA
1730
180 Wealth Advisors
Washington
$355K -$66K -409 -16%
GIA
1731
Gladstone Institutional Advisory
Florida
$354K +$27.5K +167 +8%
9WM
1732
9258 Wealth Management
Ohio
$354K +$36.3K +195 +11%
BFO
1733
Biltmore Family Office
North Carolina
$353K -$2.16M -13,044 -86%
RM
1734
Resource Management
Louisiana
$353K +$81K +490 +30%
PFBT
1735
Parkside Financial Bank & Trust
Missouri
$352K -$55.4K -335 -14%
RWG
1736
Regal Wealth Group
California
$350K – – –
PAIM
1737
Punch & Associates Investment Management
Minnesota
$349K – – –
CG
1738
Corundum Group
Colorado
$349K +$7.94K +48 +2%
B
1739
Bridgeworth
Alabama
$349K +$26.8K +162 +8%
JA
1740
JOYN Advisors
Georgia
$349K +$42.2K +255 +14%
SC
1741
Sepio Capital
Utah
$347K -$37.9K -229 -10%
SAA
1742
Southeast Asset Advisors
Georgia
$346K -$12.1K -73 -3%
PAS
1743
Partnervest Advisory Services
California
$346K +$67K +405 +24%
DWM
1744
Darwin Wealth Management
Florida
$346K +$109K +663 +46%
NP
1745
Ninepoint Partners
Ontario, Canada
$346K +$346K +2,092 New
LBC
1746
Lawrence B. Cohen
$345K -$98.7K -597 -22%
BFPW
1747
BOK Financial Private Wealth
Colorado
$345K +$62.8K +380 +22%
HIIFS
1748
Harel Insurance Investments & Financial Services
Israel
$345K +$163K +985 +89%
MWM
1749
Modera Wealth Management
New Jersey
$344K +$115K +694 +50%
BCI
1750
Brinker Capital Investments
Pennsylvania
$343K +$161K +973 +88%
68 69
70
71 72