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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 %
PAM
1801
Private Asset Management
California
$312K – – –
HIS
1802
Horizon Investment Services
Indiana
$312K – – –
MAM
1803
Marotta Asset Management
Virginia
$310K – – –
WA
1804
WealthTrust Axiom
Pennsylvania
$310K – – –
CWM
1805
Cranbrook Wealth Management
Michigan
$309K -$4.14K -25 -1%
VCM
1806
Vivaldi Capital Management
Illinois
$309K +$24K +145 +8%
QPWM
1807
Quadrant Private Wealth Management
Pennsylvania
$309K +$309K +1,867 New
RCA
1808
Ranch Capital Advisors
Florida
$308K -$1.49K -9 -0.5%
SFS
1809
Strategic Financial Services
New York
$308K +$6.94K +42 +2%
MWM
1810
Maltin Wealth Management
New Jersey
$307K +$1.49K +9 +0.5%
HWM
1811
Howard Wealth Management
Connecticut
$306K +$33.1K +200 +12%
CWM
1812
Confluence Wealth Management
Oregon
$306K +$112K +679 +58%
GWM
1813
Gray Wealth Management
Maine
$304K +$304K +1,835 New
BIM
1814
Baldwin Investment Management
Pennsylvania
$303K – – –
EIG
1815
Ellenbecker Investment Group
Wisconsin
$303K +$827 +5 +0.3%
BFG
1816
Barber Financial Group
Kansas
$301K +$70.8K +428 +31%
MOS
1817
MGO One Seven
Ohio
$300K +$4.62K +28 +2%
CRIG
1818
Charter Research & Investment Group
Connecticut
$298K -$7.62K -46 -2%
SLT
1819
St Louis Trust
Missouri
$298K – – –
CAC
1820
Certified Advisory Corp
Florida
$298K +$331 +2 +0.1%
QT
1821
Quantamental Technologies
New York
$298K +$298K +1,800 New
PWA
1822
Physician Wealth Advisors
Utah
$297K +$93.3K +500 +46%
DA
1823
Doliver Advisors
Texas
$295K -$83.3K -448 -22%
RPG
1824
Resource Planning Group
Georgia
$295K +$2.81K +17 +1%
STB
1825
S&T Bank
Pennsylvania
$295K +$295K +1,782 New
71 72
73
74 75