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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 %
IFG
1851
Investors Financial Group
Minnesota
$501K +$37.9K +169 +8%
UC
1852
Unio Capital
New Jersey
$500K – – –
QTM
1853
qPULA Trading Management
New York
$500K +$72.2K +322 +17%
BI
1854
Ballast Inc
Kentucky
$499K -$23.3K -104 -4%
1WA
1855
180 Wealth Advisors
Washington
$498K +$1.39K +6 +0.3%
TCWM
1856
Total Clarity Wealth Management
Illinois
$498K +$15.2K +68 +3%
KLWA
1857
Kelly Lawrence W & Associates
California
$498K +$364K +1,625 +271%
AIP
1858
Ahrens Investment Partners
Louisiana
$497K -$11K -49 -2%
GIM
1859
Greylin Investment Management
Virginia
$496K – – –
MA
1860
MJP Associates
Connecticut
$496K +$7.62K +34 +2%
SRSA
1861
S.R. Schill & Associates
Washington
$495K – – –
BSA
1862
Braun Stacey Associates
New York
$493K -$44.8K -200 -8%
TC
1863
Tacita Capital
Ontario, Canada
$492K – – –
PWS
1864
Peloton Wealth Strategists
Indiana
$492K +$11.2K +50 +2%
LB
1865
Legacy Bridge
Iowa
$492K +$33.2K +148 +7%
PWM
1866
PBMares Wealth Management
Virginia
$491K -$67.2K -300 -12%
TWP
1867
Treybourne Wealth Planners
Indiana
$491K +$68.6K +306 +16%
RSVP
1868
Ramsay Stattman Vela & Price
Colorado
$490K +$28K +125 +6%
PIA
1869
Powell Investment Advisors
Florida
$489K – – –
KOMWMG
1870
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$487K -$3.14K -14 -0.6%
BWAM
1871
Boyd Watterson Asset Management
Ohio
$484K – – –
SIM
1872
SSI Investment Management
California
$483K -$224 -1 -0%
JFA
1873
Johanson Financial Advisors
California
$483K +$35.2K +153 +8%
PCS
1874
Personal CFO Solutions
New Jersey
$483K +$38.1K +170 +9%
WW
1875
Waterfront Wealth
Kansas
$482K – – –
73 74
75
76 77