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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 %
TGAM
1876
TBH Global Asset Management
Tennessee
$262K -$34.9K -211 -12%
SGK
1877
Steigerwald Gordon & Koch
Virginia
$261K – – –
Diamond Hill Capital Management
1878
Diamond Hill Capital Management
Ohio
$260K -$123K -740 -32%
ECAM
1879
East Coast Asset Management
Massachusetts
$260K -$1.65K -10 -0.6%
SFS
1880
Summit Financial Strategies
Ohio
$259K -$16.4K -99 -6%
WCM
1881
Wedge Capital Management
North Carolina
$258K +$258K +1,558 New
FAB
1882
First American Bank
Illinois
$257K +$74.2K +450 +41%
WOC
1883
West Oak Capital
California
$256K – – –
EI
1884
Ellevest Inc
New York
$256K +$29.7K +180 +13%
AWM
1885
Atticus Wealth Management
Florida
$255K -$24.8K -150 -9%
PCS
1886
Personal CFO Solutions
New Jersey
$255K +$255K +1,545 New
FWCM
1887
First Western Capital Management
California
$254K – – –
BWL
1888
Bogart Wealth LLC
Virginia
$253K -$12.3K -74 -5%
1W
1889
1776 Wealth
Georgia
$253K +$127K +700 +100%
MHR
1890
Matthew Hamilton Rosenberg
$253K +$253K +1,528 New
LDFR
1891
Lehman & Derafelo Financial Resources
Pennsylvania
$252K +$5.28K +32 +2%
TF
1892
Trek Financial
Arizona
$250K -$3.97K -24 -2%
WAS
1893
Winch Advisory Services
Wisconsin
$249K -$13.7K -83 -5%
CPC
1894
Consolidated Planning Corp
Georgia
$249K – – –
CIP
1895
Convergence Investment Partners
Florida
$248K -$21.9K -133 -8%
TAM
1896
Tradition Asset Management
Virginia
$248K -$21.5K -130 -8%
CAGAS
1897
Capital Advisory Group Advisory Services
Minnesota
$248K -$12.3K -75 -5%
MS
1898
Maven Securities
Jersey
$248K +$248K +1,497 New
AA
1899
ALPS Advisors
Colorado
$247K -$614K -3,714 -71%
SIA
1900
Starfire Investment Advisers
Michigan
$247K -$56.8K -345 -19%
74 75
76
77 78