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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 %
PA
1926
Paragon Advisors
Texas
$303K +$303K +1,463 New
GAM
1927
Gemmer Asset Management
California
$301K +$3.95K +20 +1%
CWM
1928
Campbell Wealth Management
Virginia
$298K – – –
CPC
1929
Consolidated Planning Corp
Georgia
$298K +$298K +1,507 New
SHGA
1930
Sand Hill Global Advisors
California
$297K +$10.3K +52 +4%
AL
1931
AJO LP
Pennsylvania
$296K -$10.1M -51,178 -97%
JGUA
1932
John G. Ullman & Associates
New York
$296K – – –
BCM
1933
Bienville Capital Management
New York
$296K – – –
BCB
1934
Brian C. Broderick
$296K +$78.9K +400 +36%
TCWM
1935
Total Clarity Wealth Management
Illinois
$296K +$296K +1,498 New
WIM
1936
Wittenberg Investment Management
Massachusetts
$295K – – –
LDFR
1937
Lehman & Derafelo Financial Resources
Pennsylvania
$295K +$21.3K +108 +8%
AWS
1938
Arkfeld Wealth Strategies
Nebraska
$295K +$295K +1,375 New
PCM
1939
Princeton Capital Management
New Jersey
$294K -$212K -1,002 -42%
CCM
1940
Carlson Capital Management
Minnesota
$291K – – –
MSFP
1941
Mark Sheptoff Financial Planning
Connecticut
$291K +$19.7K +100 +7%
TCBWMS
1942
Texas Capital Bank Wealth Management Services
Texas
$290K +$290K +1,468 New
KIC
1943
Keating Investment Counselors
Florida
$289K -$79K -400 -21%
RTS
1944
Round Table Services
New Jersey
$289K +$289K +1,461 New
BCM
1945
BlueCrest Capital Management
Jersey
$289K +$289K +1,462 New
HS
1946
Haafor (Singapore)
Singapore
$289K +$289K +1,462 New
SWA
1947
SFMG Wealth Advisors
Texas
$287K +$74.5K +377 +35%
TCM
1948
Tufton Capital Management
Maryland
$286K – – –
AIFAIM
1949
American Institute for Advanced Investment Management
Arizona
$286K +$286K +1,445 New
Pacer Advisors
1950
Pacer Advisors
Pennsylvania
$285K -$15.7M -79,414 -98%
76 77
78
79 80