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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 %
CBT
1751
Central Bank & Trust
Kentucky
$422K – – –
BHB
1752
Bank Hapoalim BM
Israel
$419K -$458K -2,315 -52%
RWG
1753
Regal Wealth Group
California
$418K -$14.8K -75 -3%
PAIM
1754
Punch & Associates Investment Management
Minnesota
$418K +$46.1K +233 +12%
DIP
1755
DT Investment Partners
Pennsylvania
$417K +$417K +2,109 New
SMG
1756
Spectrum Management Group
Indiana
$416K – – –
RSVP
1757
Ramsay Stattman Vela & Price
Colorado
$414K – – –
AWM
1758
Argent Wealth Management
Massachusetts
$413K +$413K +2,088 New
SEIA
1759
Signature Estate & Investment Advisors
California
$412K -$24.2M -122,294 -98%
WI
1760
WrapManager Inc
California
$412K +$9.09K +46 +2%
WANY
1761
Wealthspire Advisors (New York)
New York
$410K +$27.1K +137 +7%
TC
1762
TwinBeech Capital
New York
$410K +$410K +2,073 New
AIM
1763
Arcadia Investment Management
Michigan
$409K – – –
ABTD
1764
Arvest Bank Trust Division
Oklahoma
$409K – – –
PFA
1765
Pettinga Financial Advisors
Indiana
$409K – – –
CG
1766
Corundum Group
Colorado
$407K +$10.7K +54 +3%
KOMWMG
1767
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$407K +$407K +2,060 New
DE
1768
Day & Ennis
Georgia
$405K +$30.6K +155 +8%
Coatue Management
1769
Coatue Management
New York
$405K +$405K +2,048 New
HDIM
1770
Hanson & Doremus Investment Management
Vermont
$404K +$59.3K +300 +17%
VCM
1771
Vigilant Capital Management
Maine
$404K +$59.3K +300 +17%
LP
1772
LGL Partners
Pennsylvania
$402K +$18.4K +93 +5%
DA
1773
Doliver Advisors
Texas
$402K +$402K +2,034 New
CF
1774
Corrigan Financial
Rhode Island
$401K +$201K +1,016 +100%
CCM
1775
Crabel Capital Management
California
$401K -$301K -1,524 -43%
69 70
71
72 73