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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 %
1IA
1976
1834 Investment Advisors
Wisconsin
$265K – – –
SC
1977
Slow Capital
California
$265K +$71.5K +362 +37%
PWM
1978
Provident Wealth Management
Tennessee
$265K +$265K +1,340 New
EM
1979
Excalibur Management
Massachusetts
$263K +$2.17K +11 +0.8%
CAM
1980
CenterStar Asset Management
Illinois
$260K -$60K – –
UF
1981
Univest Financial
Pennsylvania
$258K +$77.9K +640 +43%
PA
1982
PSI Advisors
Florida
$258K +$258K +1,306 New
ISWM
1983
Independent Solutions Wealth Management
New York
$257K +$257K +1,301 New
HSWM
1984
Hubbell Strickland Wealth Management
Louisiana
$257K -$19.1K -97 -7%
BP
1985
Broadleaf Partners
Ohio
$255K +$11.9K +60 +5%
MW
1986
Marcum Wealth
Ohio
$254K +$254K +1,285 New
DOA
1987
D'Orazio & Associates
Virginia
$252K +$1.38K +7 +0.6%
FWM
1988
Focused Wealth Management
New York
$252K +$51.7K +262 +26%
SFG
1989
Sather Financial Group
Texas
$252K +$59.2K +300 +31%
BCM
1990
Becker Capital Management
Oregon
$250K – – –
TPW
1991
Tiller Private Wealth
Pennsylvania
$250K +$33.1K +168 +15%
IWAG
1992
Integer Wealth Advisors Group
Georgia
$250K +$250K +1,166 New
SFG
1993
Sunburst Financial Group
Alabama
$250K +$250K +1,266 New
GC
1994
Grace Capital
Massachusetts
$249K -$78.9K -400 -24%
APW
1995
Austin Private Wealth
Texas
$248K +$248K +1,255 New
MPW
1996
Monterey Private Wealth
California
$248K +$248K +1,256 New
CHAM
1997
Clear Harbor Asset Management
Connecticut
$247K – – –
IWP
1998
Icon Wealth Partners
Texas
$247K +$41.6K +211 +20%
NEIRG
1999
New England Investment & Retirement Group
Massachusetts
$246K – – –
AS
2000
Altshuler Shaham
Israel
$246K +$49.7K +251 +25%
78 79
80
81 82