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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 %
WGA
1951
Weather Gauge Advisory
Virginia
$284K +$594 +3 +0.2%
RZH
1952
Relyea Zuckerberg Hanson
Connecticut
$284K +$284K +1,439 New
DWM
1953
Darwin Wealth Management
Florida
$283K -$5.33K -27 -2%
AAM
1954
Aureus Asset Management
Massachusetts
$283K +$283K +1,433 New
GAG
1955
GM Advisory Group
New York
$282K -$56.8K -287 -17%
CIP
1956
Capital Insight Partners
Arizona
$282K -$21.5K -109 -7%
BFIC
1957
Bedell Frazier Investment Counselling
California
$282K – – –
HFBOT
1958
Home Federal Bank of Tennessee
Tennessee
$281K -$4.94K -25 -2%
SFM
1959
Signet Financial Management
New Jersey
$279K +$198 +1 +0.1%
WLPWM
1960
Walled Lake Planning & Wealth Management
Illinois
$278K +$278K +1,404 New
SIC
1961
Samalin Investment Counsel
New York
$278K +$278K +1,410 New
PHAM
1962
Palisades Hudson Asset Management
Florida
$277K – – –
CHP
1963
Cable Hill Partners
Oregon
$276K +$5.34K +27 +2%
FMTC
1964
Farmers & Merchants Trust Company
California
$275K – – –
BFG
1965
Barber Financial Group
Kansas
$275K +$21.1K +107 +8%
MWP
1966
Meridian Wealth Partners
Pennsylvania
$275K +$275K +1,390 New
FCCM
1967
First City Capital Management
Georgia
$274K -$24.7K -125 -8%
MWM
1968
Modera Wealth Management
New Jersey
$274K -$4.74K -24 -2%
OPCM
1969
Osborne Partners Capital Management
California
$274K – – –
BA
1970
Ballast Advisors
Minnesota
$271K +$271K +1,372 New
EI
1971
Ellevest Inc
New York
$270K +$54.2K +275 +25%
MGIA
1972
Moneta Group Investment Advisors
Missouri
$268K -$55.9K -283 -17%
MCP
1973
Mirador Capital Partners
California
$268K +$59.1K +299 +28%
VHAM
1974
Van Hulzen Asset Management
California
$266K -$281K -1,418 -51%
CCM
1975
Condor Capital Management
New Jersey
$265K -$197 -1 -0.1%
77 78
79
80 81