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McDonald's
MCD

Overview Fund Activity

2,453 hedge funds and large institutions have $108B invested in McDonald's in 2020 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 981 increasing their positions, 855 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,453
Holders Change
+182
Holders Change %
+8.01%
% of All Funds
43.52%
Holding in Top 10
59
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-32.18%
% of All Funds
1.05%
New
296
Increased
981
Reduced
855
Closed
81
Calls
$1.41B
Puts
$2.13B
Net Calls
-$721M
Net Calls Change
-$735M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$218M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$201M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$196M
4
Millennium Management
Millennium Management
New York
+$163M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$157M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$983M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$672M
3
State Street
State Street
Massachusetts
-$451M
4
MCM
Melvin Capital Management
New York
-$296M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWB
1926
RMR Wealth Builders
New Jersey
$417K -$406K -1,893 -49%
LD
1927
Lipe & Dalton
New York
$417K – – –
RWA
1928
Redhawk Wealth Advisors
Minnesota
$414K -$66.8K -311 -14%
NAM
1929
NTV Asset Management
West Virginia
$413K -$20.6K -96 -5%
BFO
1930
Biltmore Family Office
North Carolina
$413K +$42.9K +200 +12%
DWM
1931
Darwin Wealth Management
Florida
$412K -$13.9K -65 -3%
BHB
1932
Bank Hapoalim BM
Israel
$412K – – –
TWM
1933
TriaGen Wealth Management
California
$412K +$412K +1,922 New
LIG
1934
Lokken Investment Group
Delaware
$411K +$411K +1,915 New
APW
1935
Austin Private Wealth
Texas
$410K +$149K +693 +57%
QTM
1936
qPULA Trading Management
New York
$410K +$410K +1,909 New
TWP
1937
Tower Wealth Partners
Pennsylvania
$410K +$410K +1,913 New
KM
1938
Kalos Management
Georgia
$407K -$32.4K -151 -7%
CWA
1939
Clarus Wealth Advisors
Arizona
$407K +$19.1K +89 +5%
TWP
1940
Treybourne Wealth Planners
Indiana
$404K +$404K +1,884 New
GM
1941
GeoWealth Management
Illinois
$403K -$19.4K -88 -5%
EIG
1942
Ellenbecker Investment Group
Wisconsin
$403K -$8.79K -41 -2%
PAIM
1943
Punch & Associates Investment Management
Minnesota
$403K – – –
FPCG
1944
Fort Pitt Capital Group
Pennsylvania
$403K +$7.09K +33 +2%
RCA
1945
Ranch Capital Advisors
Florida
$403K +$45.4K +212 +13%
CWM
1946
Cranbrook Wealth Management
Michigan
$401K – – –
WDL
1947
Well Done LLC
Michigan
$401K +$401K +1,871 New
HR
1948
Howe & Rusling
New York
$400K +$33.7K +157 +9%
PCP
1949
Proficio Capital Partners
Massachusetts
$400K +$48.5K +226 +14%
JWM
1950
Jeppson Wealth Management
California
$396K -$29.6K -138 -7%
76 77
78
79 80