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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 %
W
1951
WealthOne
New York
$216K -$59.4K -359 -22%
HGWM
1952
Harvest Group Wealth Management
Massachusetts
$216K -$45.8K -277 -17%
EM
1953
Excalibur Management
Massachusetts
$216K -$4.13K -25 -2%
BFIC
1954
Bedell Frazier Investment Counselling
California
$216K -$1.16K -7 -0.5%
HSWM
1955
Hubbell Strickland Wealth Management
Louisiana
$216K +$497 +3 +0.2%
BA
1956
Ballast Advisors
Minnesota
$214K -$12.7K -77 -6%
CHJWM
1957
Carlton Hofferkamp & Jenks Wealth Management
Texas
$214K +$214K +1,137 New
BP
1958
Broadleaf Partners
Ohio
$213K – – –
DOA
1959
D'Orazio & Associates
Virginia
$213K +$1.33K +8 +0.6%
APW
1960
Austin Private Wealth
Texas
$213K +$5.3K +32 +3%
BCA
1961
Bay Colony Advisors
Massachusetts
$212K -$187K -1,126 -47%
PMG
1962
Private Management Group
California
$212K +$212K +1,285 New
WIM
1963
Wittenberg Investment Management
Massachusetts
$211K -$36.1K -218 -15%
AIM
1964
Axiom Investment Management
New York
$211K +$16.5K +101 +9%
BWM
1965
BCS Wealth Management
Tennessee
$211K +$211K +1,279 New
CIP
1966
Capital Insight Partners
Arizona
$210K -$26.1K -158 -11%
ZF
1967
Zhang Financial
Michigan
$209K -$98.6K -595 -32%
BCM
1968
Becker Capital Management
Oregon
$209K – – –
TPW
1969
Tiller Private Wealth
Pennsylvania
$209K – – –
NAM
1970
NorthCoast Asset Management
Connecticut
$209K +$209K +1,262 New
PWM
1971
Provident Wealth Management
Tennessee
$208K -$13.4K -81 -6%
PA
1972
PSI Advisors
Florida
$208K -$7.25K -44 -3%
CIS
1973
Connors Investor Services
Pennsylvania
$208K +$5.8K +35 +3%
CAN
1974
Claraphi Advisory Network
United States
$208K +$208K +1,259 New
NQWM
1975
Northwest Quadrant Wealth Management
Oregon
$207K +$207K +1,144 New
77 78
79
80 81