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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 %
CS
1801
Cannell & Spears
New York
$381K +$65.1K +330 +21%
MWM
1802
Meridian Wealth Management
Kentucky
$379K +$25.9K +131 +7%
PWM
1803
PBMares Wealth Management
Virginia
$379K +$379K +1,915 New
AIM
1804
Allen Investment Management
New York
$378K -$70.3K -356 -16%
AAS
1805
Annex Advisory Services
Wisconsin
$377K -$19.3K -98 -5%
AP
1806
Americana Partners
Texas
$377K +$377K +1,911 New
PG
1807
Patten Group
Tennessee
$376K +$13.3K +67 +4%
FM
1808
Family Management
New York
$374K -$115K -582 -24%
CWM
1809
Cranbrook Wealth Management
Michigan
$374K – – –
HWM
1810
Hohimer Wealth Management
Washington
$374K +$374K +1,894 New
NFG
1811
Nations Financial Group
Iowa
$373K -$31.8K -161 -8%
PAM
1812
Private Asset Management
California
$373K – – –
CBFP
1813
Cedar Brook Financial Partners
Ohio
$372K -$59.7K -302 -14%
HIS
1814
Horizon Investment Services
Indiana
$372K -$4.93K -25 -1%
BIA
1815
Bigelow Investment Advisors
Maine
$372K – – –
RCA
1816
Ranch Capital Advisors
Florida
$371K -$137K -695 -27%
WA
1817
WealthTrust Axiom
Pennsylvania
$371K – – –
SA
1818
Strategic Advisors
New York
$371K +$1.19K +6 +0.3%
CCA
1819
Clearwater Capital Advisors
Illinois
$370K – – –
PFA
1820
Pathway Financial Advisors
Vermont
$369K +$103K +486 +39%
ZF
1821
Zhang Financial
Michigan
$367K -$63.1K -319 -15%
JA
1822
JOYN Advisors
Georgia
$366K -$14.6K -74 -4%
CRIG
1823
Charter Research & Investment Group
Connecticut
$365K +$44.5K +225 +14%
MWM
1824
Maltin Wealth Management
New Jersey
$365K +$365K +1,845 New
SAM
1825
Secure Asset Management
Michigan
$365K +$365K +1,847 New
71 72
73
74 75