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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 %
NEIRG
1976
New England Investment & Retirement Group
Massachusetts
$206K – – –
MGIA
1977
Matthew Goff Investment Advisor
Texas
$206K +$8.78K +53 +4%
LFA
1978
Legend Financial Advisors
Pennsylvania
$206K +$16.9K +102 +9%
PIA
1979
Perennial Investment Advisors
California
$206K +$24.7K +149 +14%
SMG
1980
Spectrum Management Group
Indiana
$205K -$143K -863 -41%
CFG
1981
Capstone Financial Group
Oklahoma
$205K -$1.49K -9 -0.7%
KPWG
1982
KFA Private Wealth Group
Virginia
$204K -$171K -1,031 -46%
WA
1983
Wealth Architects
California
$204K +$4.3K +26 +2%
SIC
1984
Samalin Investment Counsel
New York
$203K -$30.1K -182 -13%
WB
1985
West Bancorporation
Iowa
$203K +$5.12K +31 +3%
ABTD
1986
Arvest Bank Trust Division
Oklahoma
$201K -$141K -856 -41%
PA
1987
Paragon Advisors
Texas
$201K -$40.6K -246 -17%
SC
1988
Slow Capital
California
$201K -$21K -127 -9%
CAM
1989
CenterStar Asset Management
Illinois
$201K -$260K – –
AA
1990
AlphaMark Advisors
Kentucky
$201K +$34.7K +210 +21%
TIM
1991
Tortoise Investment Management
New York
$200K -$4.97K -30 -2%
BWP
1992
Baldwin Wealth Partners
Massachusetts
$200K – – –
QSS
1993
Quantitative Systematic Strategies
Florida
$200K +$200K +1,212 New
SL
1994
Salomon & Ludwin
Virginia
$192K -$12.4K -75 -6%
BL
1995
Balentine LLC
Georgia
$188K +$108K +651 +134%
BCA
1996
Berman Capital Advisors
Georgia
$187K +$28.3K +173 +18%
PFO
1997
Pathstone Family Office
New Jersey
$181K -$3.99K -24 -2%
WA
1998
Wealth Advisors
California
$175K – – –
SCA
1999
Stuart Chaussee & Associates
California
$174K +$143K +862 +459%
KFS
2000
Kelly Financial Services
Massachusetts
$172K +$331 +2 +0.2%
78 79
80
81 82