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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 %
CPA
1851
Capital Planning Advisors
California
$278K -$201K -1,218 -42%
OWA
1852
Outlook Wealth Advisors
Texas
$278K +$278K +1,683 New
AIM
1853
Avity Investment Management
Connecticut
$277K -$24.8K -150 -8%
PC
1854
Port Capital
Illinois
$277K -$2.97K -18 -1%
TCWM
1855
Total Clarity Wealth Management
Illinois
$277K +$29.7K +180 +12%
VCM
1856
Vigilant Capital Management
Maine
$276K -$61.2K -371 -18%
UF
1857
Univest Financial
Pennsylvania
$275K -$74.8K -453 -21%
AFIA
1858
America First Investment Advisors
Nebraska
$275K – – –
FI
1859
Financial Insights
Washington
$275K +$1.66K +10 +0.6%
FNBSF
1860
First National Bank Sioux Falls
South Dakota
$274K -$6.28K -38 -2%
GAM
1861
Gemmer Asset Management
California
$273K +$20.8K +126 +8%
RWM
1862
Ritholtz Wealth Management
New York
$272K -$128K -776 -32%
LB
1863
Legacy Bridge
Iowa
$272K +$7.77K +47 +3%
BIA
1864
Bigelow Investment Advisors
Maine
$271K -$40.7K -246 -13%
GWM
1865
GSB Wealth Management
Connecticut
$271K – – –
CG
1866
CFO4Life Group
Texas
$270K +$166 +1 +0.1%
AWA
1867
Alaska Wealth Advisors
Alaska
$269K -$162K -983 -38%
CCM
1868
Carlson Capital Management
Minnesota
$269K -$2.02K -11 -0.7%
SL
1869
Savior LLC
Massachusetts
$268K -$8.09K -49 -3%
LI
1870
Lafayette Investments
Maryland
$267K -$101K -608 -27%
CS
1871
Cannell & Spears
New York
$266K -$53.7K -324 -17%
FSG
1872
Financial Strategies Group
Michigan
$266K – – –
MC
1873
Middleton & Co
Massachusetts
$265K -$5.8K -35 -2%
KJHP
1874
K.J. Harrison & Partners
Ontario, Canada
$265K +$265K +1,600 New
SAM
1875
Summit Asset Management
Tennessee
$263K +$166 +1 +0.1%
73 74
75
76 77