MCD icon

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 %
NP
1901
Ninepoint Partners
Ontario, Canada
$457K +$20.8K +93 +5%
MAM
1902
Marotta Asset Management
Virginia
$457K +$14.6K +65 +3%
CTI
1903
Community Trust & Investment
Kentucky
$456K +$175K +780 +62%
CBFP
1904
Cedar Brook Financial Partners
Ohio
$453K -$12.3K -55 -3%
ACG
1905
Allen Capital Group
Nebraska
$453K +$218K +972 +93%
WBG
1906
Wharton Business Group
Pennsylvania
$452K +$3.81K +17 +0.9%
FPWM
1907
FSB Premier Wealth Management
Iowa
$450K -$2.91K -13 -0.6%
SRC
1908
Stone Run Capital
New York
$448K – – –
JWM
1909
Jeppson Wealth Management
California
$448K +$35.6K +159 +9%
AAM
1910
Ascension Asset Management
New York
$448K +$448K +2,000 New
TPWA
1911
TRUE Private Wealth Advisors
Oregon
$447K -$160K -715 -26%
TCB
1912
Texas Capital Bancshares
Texas
$447K – – –
LA
1913
LexAurum Advisors
Kansas
$447K – – –
NAG
1914
Northstar Advisory Group
New Jersey
$446K +$2.91K +13 +0.7%
PCP
1915
Proficio Capital Partners
Massachusetts
$445K +$26.7K +119 +6%
CBT
1916
Central Bank & Trust
Kentucky
$444K -$7.62K -34 -2%
FPIS
1917
Financial Planning & Information Services
Wisconsin
$444K -$1.12K -5 -0.3%
WRM
1918
Weybosset Research & Management
Rhode Island
$443K – – –
BSSFA
1919
Baron Silver Stevens Financial Advisors
Florida
$442K +$1.79K +8 +0.4%
WDL
1920
Well Done LLC
Michigan
$442K +$22.6K +101 +5%
TSW
1921
Thompson Siegel & Walmsley
Virginia
$440K -$3.49M -15,582 -89%
DE
1922
Day & Ennis
Georgia
$440K -$5.83K -26 -1%
EIG
1923
Ellenbecker Investment Group
Wisconsin
$440K +$18.8K +84 +4%
BCM
1924
Becker Capital Management
Oregon
$439K +$35K +156 +9%
HIC
1925
Hartline Investment Corp
Illinois
$438K -$84.6K -377 -16%
75 76
77
78 79