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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 %
GC
1801
Grace Capital
Massachusetts
$538K – – –
TF
1802
TLWM Financial
Texas
$538K +$24.1K +107 +5%
CPC
1803
Congress Park Capital
New York
$537K – – –
HWAM
1804
Hennion & Walsh Asset Management
New Jersey
$536K +$536K +2,391 New
CST
1805
Charles Schwab Trust
Nevada
$535K +$45.1K +200 +9%
SIS
1806
Sound Income Strategies
Florida
$534K +$31.2K +139 +6%
HI
1807
Hudock Inc
Pennsylvania
$533K +$30K +134 +6%
RIM
1808
Regent Investment Management
Kentucky
$532K – – –
PFBT
1809
Parkside Financial Bank & Trust
Missouri
$532K +$6.05K +27 +1%
AC
1810
Alexandria Capital
Virginia
$531K -$38.6K -172 -7%
TIA
1811
Tiemann Investment Advisors
California
$531K -$11.2K -50 -2%
CCA
1812
Column Capital Advisors
Indiana
$530K – – –
EA
1813
Emerald Advisors
Washington
$530K +$11K +49 +2%
DIM
1814
Delta Investment Management
California
$528K – – –
PAM
1815
Private Asset Management
California
$527K +$29.6K +132 +6%
AIM
1816
Arcadia Investment Management
Michigan
$525K +$47K +210 +10%
GTAM
1817
Global Trust Asset Management
Florida
$524K -$161K -720 -24%
SEEDPG
1818
S.E.E.D. Planning Group
New York
$524K +$288K +1,288 +122%
MAG
1819
Mayfair Advisory Group
Alabama
$522K – – –
WI
1820
Wedgewood Investors
Pennsylvania
$521K -$22.4K -100 -4%
HC
1821
HNP Capital
New York
$521K +$14.6K +65 +3%
VRM
1822
Vectors Research Management
New York
$521K +$14.6K +65 +3%
RWB
1823
RMR Wealth Builders
New Jersey
$521K +$85K +379 +19%
LCM
1824
LCM Capital Management
Illinois
$520K -$25.5K -114 -5%
PMG
1825
Private Management Group
California
$520K -$449 -2 -0.1%
71 72
73
74 75