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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 %
MGIA
1926
Moneta Group Investment Advisors
Missouri
$233K +$8.76K +53 +4%
SC
1927
Skylands Capital
Wisconsin
$231K -$66K -400 -22%
PHAM
1928
Palisades Hudson Asset Management
Florida
$231K – – –
FIA
1929
Foundations Investment Advisors
Arizona
$230K +$71.4K +451 +45%
KMWM
1930
Keudell/Morrison Wealth Management
Oregon
$229K -$30.5K -185 -12%
FSC
1931
Full Sail Capital
Oklahoma
$229K -$30.4K -168 -12%
FMTC
1932
Farmers & Merchants Trust Company
California
$229K -$826 -5 -0.4%
OPCM
1933
Osborne Partners Capital Management
California
$229K – – –
RWA
1934
RGT Wealth Advisors
Texas
$229K +$229K +1,385 New
GFPC
1935
Global Financial Private Capital
Florida
$228K +$227K +1,370 +27,400%
HFBOT
1936
Home Federal Bank of Tennessee
Tennessee
$227K -$8.61K -52 -4%
AWS
1937
Arkfeld Wealth Strategies
Nebraska
$227K – – –
HHGA
1938
Halbert Hargrove Global Advisors
California
$226K +$23.2K +140 +11%
WLPWM
1939
Walled Lake Planning & Wealth Management
Illinois
$223K -$9.61K -58 -4%
FPGK
1940
Financial Partners Group (Kansas)
Kansas
$223K +$223K +1,412 New
MS
1941
Mizuho Securities
Japan
$222K -$320K -1,930 -59%
AC
1942
Arjuna Capital
North Carolina
$222K -$65.9K -398 -23%
GHAM
1943
Gilman Hill Asset Management
Connecticut
$221K -$101K -610 -31%
EWM
1944
EPG Wealth Management
Georgia
$219K -$83.1K -501 -27%
HFP
1945
Holistic Financial Partners
Indiana
$218K -$60K -363 -22%
B
1946
Brightworth
Georgia
$218K -$41.1K -249 -16%
FWM
1947
Focused Wealth Management
New York
$218K +$6.62K +40 +3%
PA
1948
PFG Advisors
Arizona
$218K +$218K +1,200 New
IWAG
1949
Integer Wealth Advisors Group
Georgia
$217K +$5.8K +32 +3%
FA
1950
FMA Advisory
Pennsylvania
$216K -$64.7K -391 -23%
76 77
78
79 80