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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 %
CCB
1776
Cutter & Co Brokerage
Missouri
$330K -$120K -726 -27%
MCM
1777
Marathon Capital Management
Maryland
$330K -$35.8K -217 -10%
PAG
1778
Pinnacle Advisory Group
Maryland
$330K +$37.7K +228 +13%
SWA
1779
Stratos Wealth Advisors
Ohio
$328K +$32.6K +197 +11%
BOS
1780
Bingham Osborn & Scarborough
California
$327K -$145K -878 -31%
SA
1781
Strategic Advisors
New York
$327K -$6.21K -35 -2%
FM
1782
Family Management
New York
$327K +$14.4K +87 +5%
MWM
1783
Meridian Wealth Management
Kentucky
$326K +$9.88K +60 +3%
WA
1784
Wealth Alliance
New York
$326K +$326K +1,971 New
SMH
1785
Sanders Morris Harris
Texas
$325K – – –
BWP
1786
BSW Wealth Partners
Colorado
$322K +$322K +1,946 New
RIM
1787
Regent Investment Management
Kentucky
$321K -$41.4K -250 -11%
BHB
1788
Bank Hapoalim BM
Israel
$321K -$29.1K -176 -8%
LD
1789
Lipe & Dalton
New York
$321K – – –
IGGA
1790
Iron Gate Global Advisors
Utah
$321K +$57.6K +349 +22%
PCP
1791
Proficio Capital Partners
Massachusetts
$321K +$140K +928 +78%
VCM
1792
Versant Capital Management
Arizona
$320K +$62.6K +379 +24%
GSC
1793
G&S Capital
Colorado
$318K -$279K -1,687 -47%
PWM
1794
PBMares Wealth Management
Virginia
$317K +$165 +1 +0.1%
SWA
1795
SFMG Wealth Advisors
Texas
$316K +$76.3K +462 +32%
RTC
1796
Riverview Trust Company
Washington
$315K -$127K -769 -29%
DE
1797
Day & Ennis
Georgia
$315K -$23.6K -143 -7%
PG
1798
Patten Group
Tennessee
$314K +$165 +1 +0.1%
FA
1799
Financial Advisors
Massachusetts
$314K +$12.4K +75 +4%
PWMG
1800
Prestige Wealth Management Group
New Jersey
$312K -$16.3K -99 -5%
70 71
72
73 74