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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 %
BOS
1876
Bank of Stockton
California
$481K -$304K -1,355 -39%
UTC
1877
Unified Trust Company
Kentucky
$480K – – –
SF
1878
Symphony Financial
Texas
$480K +$215K +926 +81%
RWG
1879
Regal Wealth Group
California
$475K – – –
BFPW
1880
BOK Financial Private Wealth
Colorado
$475K +$17.5K +78 +4%
5L
1881
55I LLC
Massachusetts
$475K +$261K +1,166 +122%
PFA
1882
Pettinga Financial Advisors
Indiana
$474K – – –
GWM
1883
Gray Wealth Management
Maine
$473K +$672 +3 +0.1%
TAM
1884
Trillium Asset Management
Massachusetts
$472K – – –
RFA
1885
Reilly Financial Advisors
California
$470K -$65.9K -294 -12%
HDIM
1886
Hanson & Doremus Investment Management
Vermont
$470K +$7.62K +34 +2%
RWM
1887
RBA Wealth Management
California
$470K -$3.14K -14 -0.7%
IDBONY
1888
Israel Discount Bank of New York
New York
$468K -$1.42M -6,320 -75%
TWP
1889
Tower Wealth Partners
Pennsylvania
$468K +$39.2K +175 +9%
WSC
1890
Wellington Shields & Co
New York
$467K +$2.02K +9 +0.4%
SCG
1891
Sonata Capital Group
Washington
$465K -$22.4K -100 -5%
CF
1892
Corrigan Financial
Rhode Island
$464K +$1.12K +5 +0.2%
BWM
1893
Baystate Wealth Management
Massachusetts
$464K +$217K +969 +88%
VCM
1894
Vivaldi Capital Management
Illinois
$463K -$193K -834 -29%
JMF
1895
Johnson Midwest Financial
Iowa
$462K +$2.02K +9 +0.4%
BWM
1896
BerganKDV Wealth Management
Minnesota
$460K -$60.7K -271 -12%
MCM
1897
Marathon Capital Management
Maryland
$460K +$672 +3 +0.1%
KFA
1898
Krane Funds Advisors
New York
$460K +$460K +2,053 New
Fidelity International
1899
Fidelity International
Bermuda
$459K -$358K -1,598 -44%
BG
1900
Bollard Group
Massachusetts
$457K +$448 +2 +0.1%
74 75
76
77 78