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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 %
SW
1826
StrongBox Wealth
Missouri
$295K +$295K +1,786 New
CCA
1827
Clearwater Capital Advisors
Illinois
$293K -$16.7K -101 -5%
NCM
1828
Nelson Capital Management
California
$292K +$4.8K +29 +2%
MW
1829
Marcum Wealth
Ohio
$292K +$79.3K +479 +37%
RFA
1830
Reilly Financial Advisors
California
$290K +$1.32K +8 +0.5%
SAM
1831
Shikiar Asset Management
New York
$289K – – –
CC
1832
Cipher Capital
New York
$287K -$366K -2,209 -56%
CMA
1833
Cedar Mountain Advisors
Oregon
$287K – – –
CIA
1834
Compass Ion Advisors
Pennsylvania
$286K -$33K -200 -10%
JIM
1835
Jupiter Investment Management
United Kingdom
$285K -$227K -1,375 -44%
AAM
1836
Aureus Asset Management
Massachusetts
$285K +$48.4K +293 +20%
VHAM
1837
Van Hulzen Asset Management
California
$285K +$62.8K +380 +28%
OEP
1838
Ocean Endowment Partners
Illinois
$284K -$223K -1,350 -44%
PFA
1839
Pure Financial Advisors
California
$284K -$2.48K -15 -0.9%
BIC
1840
Beach Investment Counsel
Pennsylvania
$283K – – –
PCM
1841
Poehling Capital Management
Wisconsin
$283K +$18.3K +111 +7%
WCF
1842
West Coast Financial
California
$281K -$12.7K -77 -4%
TAM
1843
Townsend Asset Management
North Carolina
$281K +$11.6K +70 +4%
IWS
1844
Insight Wealth Strategies
California
$280K -$168K -1,017 -37%
PFA
1845
Pathway Financial Advisors
Vermont
$280K – – –
Pacer Advisors
1846
Pacer Advisors
Pennsylvania
$280K +$11.2K +60 +4%
NFG
1847
Nations Financial Group
Iowa
$279K -$34K -205 -11%
KIC
1848
Keating Investment Counselors
Florida
$279K +$37.2K +225 +15%
ECM
1849
Estabrook Capital Management
New York
$278K – – –
CAM
1850
Congress Asset Management
Massachusetts
$278K -$361K -2,187 -57%
72 73
74
75 76