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McDonald's
MCD

Overview Fund Activity

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
Capital World Investors
Capital World Investors
California
+$269M
5
Ameriprise
Ameriprise
Minnesota
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$876M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$168M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
1751
Golden State Wealth Management
California
$594K -$139K -621 -19%
EA
1752
Elm Advisors
California
$594K -$22.4K -100 -4%
SAA
1753
Southeast Asset Advisors
Georgia
$593K +$1.79K +8 +0.3%
GIA
1754
GHP Investment Advisors
Colorado
$593K +$32.3K +144 +6%
CG
1755
Corundum Group
Colorado
$592K -$20.4K -91 -3%
LFA
1756
Legacy Financial Advisors
Kentucky
$591K +$27.8K +124 +5%
AAM
1757
AMI Asset Management
California
$588K +$40.1K +179 +7%
VAM
1758
Verity Asset Management
North Carolina
$588K +$60.3K +269 +11%
BRWM
1759
B. Riley Wealth Management
Tennessee
$587K +$587K +2,617 New
EWF
1760
Epstein & White Financial
California
$585K -$31.6K -141 -5%
VST
1761
Van Strum & Towne
California
$583K – – –
IP
1762
Investment Partners
Ohio
$583K +$1.57K +7 +0.3%
HCM
1763
Howland Capital Management
Massachusetts
$582K +$3.81K +17 +0.7%
SAF
1764
Smith Anglin Financial
Texas
$581K +$4.03K +18 +0.7%
PG
1765
Patten Group
Tennessee
$580K -$6.72K -30 -1%
CFG
1766
Cooper Financial Group
California
$579K -$142K -633 -20%
JLBC
1767
J.L. Bainbridge & Co
Florida
$579K -$16.8K -75 -3%
LCM
1768
LVM Capital Management
Michigan
$578K – – –
GA
1769
GoalVest Advisory
New York
$577K -$328K -1,463 -36%
ONST
1770
Old North State Trust
North Carolina
$577K -$9.47K -42 -2%
BWP
1771
BSW Wealth Partners
Colorado
$575K +$8.75K +39 +2%
PA
1772
PSI Advisors
Florida
$575K +$20.2K +90 +4%
AL
1773
Aspiriant LLC
California
$574K +$16.8K +75 +3%
HI
1774
Hoey Investments
Pennsylvania
$572K +$31.4K +140 +6%
PAG
1775
Pinnacle Advisory Group
Maryland
$572K +$113K +505 +25%
69 70
71
72 73