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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 %
HFP
1876
Holistic Financial Partners
Indiana
$332K +$11.3K +57 +4%
CIA
1877
CSat Investment Advisory
Michigan
$331K +$109K +553 +49%
SL
1878
Savior LLC
Massachusetts
$331K +$331K +1,673 New
CC
1879
Cedar Capital
Illinois
$330K +$7.71K +39 +2%
SFS
1880
Summit Financial Strategies
Ohio
$329K – – –
W
1881
WealthOne
New York
$329K +$6.92K +35 +2%
TI
1882
Tidal Investments
Wisconsin
$329K +$109K +553 +50%
AFIA
1883
America First Investment Advisors
Nebraska
$328K – – –
BSPF
1884
British Steel Pension Fund
United Kingdom
$326K – – –
FI
1885
Financial Insights
Washington
$326K +$1.78K +9 +0.5%
HWM
1886
Howard Wealth Management
Connecticut
$326K +$326K +1,651 New
RM
1887
Resource Management
Louisiana
$325K +$197 +1 +0.1%
MC
1888
Middleton & Co
Massachusetts
$323K -$44.6K -226 -12%
CIP
1889
Convergence Investment Partners
Florida
$323K -$4.34K -22 -1%
GWM
1890
GSB Wealth Management
Connecticut
$323K – – –
ST
1891
Sageworth Trust
Pennsylvania
$322K -$279K -1,411 -46%
FCA
1892
FLC Capital Advisors
California
$322K – – –
CG
1893
CFO4Life Group
Texas
$322K +$10.7K +54 +3%
TAM
1894
Tradition Asset Management
Virginia
$322K +$25.7K +130 +9%
TAM
1895
Townsend Asset Management
North Carolina
$322K +$322K +1,630 New
BS
1896
Bessemer Securities
New York
$321K – – –
VNB
1897
Virginia National Bank
Virginia
$318K – – –
FSG
1898
Financial Strategies Group
Michigan
$318K +$318K +1,608 New
PCM
1899
Poehling Capital Management
Wisconsin
$317K +$198 +1 +0.1%
BWL
1900
Bogart Wealth LLC
Virginia
$317K +$20.8K +105 +7%
74 75
76
77 78