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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 %
AIM
1776
Acropolis Investment Management
Missouri
$570K -$11.2K -50 -2%
CAAS
1777
Capital Asset Advisory Services
Michigan
$569K +$14.4K +64 +3%
AWMT
1778
AAFMAA Wealth Management & Trust
North Carolina
$567K -$1.61M -7,177 -74%
ANBT
1779
American National Bank & Trust
Texas
$566K -$17K -76 -3%
CP
1780
Cumberland Partners
Ontario, Canada
$565K -$154K -687 -21%
RIS
1781
Retirement Income Solutions
Michigan
$565K – – –
EWM
1782
EPG Wealth Management
Georgia
$565K +$45.1K +201 +9%
NAS
1783
Nicolet Advisory Services
Wisconsin
$564K -$56.7K -253 -9%
JSL
1784
JT Stratford LLC
Georgia
$560K -$580K -2,588 -51%
CAM
1785
Congress Asset Management
Massachusetts
$560K -$4.26K -19 -0.8%
FCT
1786
Family Capital Trust
Massachusetts
$560K – – –
JAG
1787
Journey Advisory Group
Kentucky
$560K +$39.5K +176 +8%
SMH
1788
Sanders Morris Harris
Texas
$560K +$44.8K +200 +9%
NCM
1789
Noesis Capital Mangement
Florida
$559K -$15.2K -68 -3%
SIA
1790
Soltis Investment Advisors
Utah
$555K -$490K -2,185 -47%
FBFS
1791
First Business Financial Services
Wisconsin
$555K +$13.7K +61 +3%
PBF
1792
Petix & Botte Financial
California
$553K -$2.47K -11 -0.4%
SG
1793
Stonnington Group
California
$553K +$553K +2,427 New
BFA
1794
Beacon Financial Advisory
Ohio
$552K +$6.27K +28 +1%
MYIA
1795
Mount Yale Investment Advisors
Colorado
$552K +$552K +2,462 New
GGI
1796
Godsey & Gibb Inc
Virginia
$545K -$55.6K -248 -9%
ACM
1797
Allred Capital Management
Texas
$541K -$61.2K -273 -10%
DSC
1798
Duncker Streett & Co
Missouri
$539K -$67K -299 -11%
SMM
1799
Stadion Money Management
Georgia
$539K – – –
ICM
1800
IMS Capital Management
Oregon
$539K +$64.3K +287 +14%
70 71
72
73 74