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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 %
SIA
1826
Starfire Investment Advisers
Michigan
$364K – – –
BIM
1827
Baldwin Investment Management
Pennsylvania
$362K – – –
FA
1828
Financial Advisors
Massachusetts
$361K – – –
EIG
1829
Ellenbecker Investment Group
Wisconsin
$361K +$18K +91 +5%
AIM
1830
Avity Investment Management
Connecticut
$361K +$39.6K +200 +12%
SFS
1831
Strategic Financial Services
New York
$360K -$31.6K -160 -8%
EWM
1832
EPG Wealth Management
Georgia
$360K +$360K +1,822 New
OCM
1833
One Capital Management
California
$359K -$64.1K -325 -15%
SLT
1834
St Louis Trust
Missouri
$356K – – –
SC
1835
Skylands Capital
Wisconsin
$356K – – –
CAC
1836
Certified Advisory Corp
Florida
$356K +$6.53K +33 +2%
FAN
1837
Financial Advisors Network
California
$356K +$111K +562 +45%
ACC
1838
Accident Compensation Corp
New Zealand
$356K +$198K +1,000 +125%
SCP
1839
Silverleafe Capital Partners
Tennessee
$355K +$355K +1,794 New
TGAM
1840
TBH Global Asset Management
Tennessee
$355K +$355K +1,794 New
SWA
1841
Stratos Wealth Advisors
Ohio
$353K -$861K -4,356 -71%
MOS
1842
MGO One Seven
Ohio
$353K -$442K -2,242 -56%
CEP
1843
Chicago Equity Partners
Illinois
$353K -$239K -1,210 -40%
VIM
1844
Veritas Investment Management
United Kingdom
$352K – – –
WCF
1845
West Coast Financial
California
$351K -$2.57K -13 -0.7%
RPG
1846
Resource Planning Group
Georgia
$350K +$1.98K +10 +0.6%
BFA
1847
Beacon Financial Advisory
Ohio
$350K +$350K +1,776 New
PAG
1848
Pinnacle Advisory Group
Maryland
$349K -$18.4K -93 -5%
RFN
1849
RDA Financial Network
Iowa
$349K – – –
SAM
1850
Shikiar Asset Management
New York
$346K – – –
72 73
74
75 76