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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 %
BCB
1901
Brian C. Broderick
$247K – – –
TCM
1902
Tradewinds Capital Management
Washington
$246K -$7.6K -46 -3%
SHGA
1903
Sand Hill Global Advisors
California
$246K -$2.15K -13 -0.9%
PCM
1904
Princeton Capital Management
New Jersey
$246K – – –
TC
1905
Tatro Capital
Kentucky
$246K +$41.2K +249 +20%
DI
1906
DFPG Investments
Utah
$246K +$246K +1,385 New
ACM
1907
Ategra Capital Management
Virginia
$246K -$10.3K -62 -4%
SAM
1908
Secure Asset Management
Michigan
$244K -$62K -374 -20%
MSFP
1909
Mark Sheptoff Financial Planning
Connecticut
$244K – – –
RZH
1910
Relyea Zuckerberg Hanson
Connecticut
$244K +$6.44K +39 +3%
ST
1911
Sageworth Trust
Pennsylvania
$243K -$26.5K -160 -10%
TCBWMS
1912
Texas Capital Bank Wealth Management Services
Texas
$243K +$165 +1 +0.1%
GC
1913
Grace Capital
Massachusetts
$242K +$33.1K +200 +16%
FAN
1914
Financial Advisors Network
California
$240K -$58.1K -351 -19%
MCP
1915
Mirador Capital Partners
California
$240K -$177 -1 -0.1%
TCM
1916
Tufton Capital Management
Maryland
$240K – – –
AIFAIM
1917
American Institute for Advanced Investment Management
Arizona
$239K – – –
CCM
1918
Condor Capital Management
New Jersey
$239K +$17K +103 +8%
JFA
1919
Johanson Financial Advisors
California
$236K -$45.4M -274,355 -99%
GAG
1920
GM Advisory Group
New York
$236K – – –
MWP
1921
Meridian Wealth Partners
Pennsylvania
$236K +$6.28K +38 +3%
IWA
1922
Intercontinental Wealth Advisors
Texas
$235K +$199K +1,206 +558%
LC
1923
Lindbrook Capital
California
$234K -$154K -933 -40%
USGIU
1924
U.S. Global Investors (USGI)
Texas
$234K +$234K +1,417 New
CHP
1925
Cable Hill Partners
Oregon
$233K +$1.99K +12 +0.9%
75 76
77
78 79