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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 %
LJAC
1776
L.J. Altfest & Co
New York
$399K -$30K -152 -7%
LB
1777
Landmark Bank
Missouri
$399K -$6.53K -33 -2%
MPIA
1778
Mountain Pacific Investment Advisers
Idaho
$399K – – –
SG
1779
StoneX Group
New York
$398K -$7.72K -39 -2%
PD
1780
Planning Directions
Pennsylvania
$398K +$1.58K +8 +0.4%
FPCG
1781
Fort Pitt Capital Group
Pennsylvania
$398K +$6.92K +35 +2%
AIM
1782
Anchor Investment Management
South Carolina
$397K +$5.53K +28 +1%
RA
1783
Royce & Associates
New York
$395K -$593K -3,000 -60%
CCG
1784
Ceeto Capital Group
Florida
$395K – – –
SC
1785
Stratford Consulting
Texas
$395K – – –
WBG
1786
Wharton Business Group
Pennsylvania
$395K – – –
EWF
1787
Epstein & White Financial
California
$394K +$1.77K +9 +0.5%
AAM
1788
AMI Asset Management
California
$394K +$43.4K +220 +12%
PWMG
1789
Prestige Wealth Management Group
New Jersey
$393K +$10.3K +52 +3%
WSC
1790
Wellington Shields & Co
New York
$393K +$393K +1,986 New
GIA
1791
Gladstone Institutional Advisory
Florida
$391K -$82.4K -417 -17%
ZB
1792
Zions Bancorporation
Utah
$391K -$12.2K -62 -3%
CBA
1793
Coastal Bridge Advisors
Connecticut
$388K -$7.9K -40 -2%
DW
1794
Domani Wealth
Pennsylvania
$388K +$988 +5 +0.3%
GHAM
1795
Gilman Hill Asset Management
Connecticut
$385K -$78.3K -396 -17%
B
1796
Bridgeworth
Alabama
$385K -$14.6K -74 -4%
FCB
1797
First Command Bank
Texas
$385K +$22.7K +115 +6%
FCFS
1798
First Command Financial Services
Texas
$385K +$22.7K +115 +6%
LD
1799
Lipe & Dalton
New York
$384K -$54.3K -275 -12%
CIA
1800
Compass Ion Advisors
Pennsylvania
$382K +$382K +1,931 New
70 71
72
73 74