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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 %
WG
1901
Watchman Group
Texas
$317K +$317K +1,603 New
LB
1902
Legacy Bridge
Iowa
$316K +$15.4K +78 +5%
IGGA
1903
Iron Gate Global Advisors
Utah
$315K +$592 +3 +0.2%
WAS
1904
Winch Advisory Services
Wisconsin
$315K +$6.53K +33 +2%
SAM
1905
Summit Asset Management
Tennessee
$314K +$198 +1 +0.1%
CAGAS
1906
Capital Advisory Group Advisory Services
Minnesota
$314K +$3.77K +19 +1%
ECAM
1907
East Coast Asset Management
Massachusetts
$313K – – –
HGWM
1908
Harvest Group Wealth Management
Massachusetts
$313K +$1.38K +7 +0.4%
AAM
1909
American Asset Management
Florida
$312K – – –
FSC
1910
Full Sail Capital
Oklahoma
$312K – – –
SGK
1911
Steigerwald Gordon & Koch
Virginia
$312K +$312K +1,577 New
MA
1912
MANA Advisors
New York
$311K -$64.9K -328 -17%
KMWM
1913
Keudell/Morrison Wealth Management
Oregon
$311K -$20.6K -104 -6%
HTHT
1914
Hemenway Trust Hemenway Trust
New Hampshire
$311K – – –
CRCM
1915
Corbett Road Capital Management
Virginia
$311K +$311K +1,572 New
SCI
1916
Stableford Capital II
Arizona
$310K +$1.78K +9 +0.6%
B
1917
Brightworth
Georgia
$310K +$13K +66 +4%
RWB
1918
RMR Wealth Builders
New Jersey
$310K +$310K +1,568 New
VCM
1919
Versant Capital Management
Arizona
$307K -$16.4K -83 -5%
OSAM
1920
O'Shaughnessy Asset Management
Connecticut
$307K +$302K +1,526 +5,652%
WOC
1921
West Oak Capital
California
$306K -$14.8K -75 -5%
ACM
1922
Ategra Capital Management
Virginia
$306K -$61.9K -313 -17%
FWCM
1923
First Western Capital Management
California
$304K – – –
TCM
1924
Tradewinds Capital Management
Washington
$304K +$72.2K +365 +31%
TF
1925
Trek Financial
Arizona
$303K -$197 -1 -0.1%
75 76
77
78 79