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McDonald's
MCD

Overview Fund Activity

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$610M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$445M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$304M
4
Capital World Investors
Capital World Investors
California
+$269M
5
Ameriprise
Ameriprise
Minnesota
+$250M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$876M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$286M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$207M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$168M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$136M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1976
BCS Wealth Management
Tennessee
$396K +$6.51K +29 +2%
FAB
1977
First American Bank
Illinois
$396K +$30.7K +137 +8%
CAM
1978
Campion Asset Management
Virginia
$395K +$395K +1,764 New
MW
1979
Marks Wealth
Maryland
$394K – – –
CSPAM
1980
Cary Street Partners Asset Management
Virginia
$394K +$44.8K +200 +13%
MWM
1981
Maltin Wealth Management
New Jersey
$393K +$2.24K +10 +0.6%
SAM
1982
Shikiar Asset Management
New York
$392K – – –
9WM
1983
9258 Wealth Management
Ohio
$392K +$13.9K +62 +4%
MHR
1984
Matthew Hamilton Rosenberg
$390K +$12.8K +57 +3%
CMA
1985
Cedar Mountain Advisors
Oregon
$389K – – –
HIS
1986
Horizon Investment Services
Indiana
$388K -$60.1K -268 -13%
DW
1987
Domani Wealth
Pennsylvania
$388K -$5.83K -26 -1%
WA
1988
WealthTrust Axiom
Pennsylvania
$387K – – –
PC
1989
Port Capital
Illinois
$386K +$6.27K +28 +2%
SHGA
1990
Sand Hill Global Advisors
California
$384K +$3.81K +17 +1%
CPC
1991
Consolidated Planning Corp
Georgia
$383K +$45.5K +203 +13%
SFP
1992
Sandbox Financial Partners
Maryland
$382K +$3.24K +14 +0.9%
WIA
1993
World Investment Advisors
California
$382K +$36K +157 +10%
MCM
1994
Monument Capital Management
Virginia
$381K -$2.36M -10,521 -86%
BOS
1995
Bingham Osborn & Scarborough
California
$381K -$11.4K -51 -3%
GPFA
1996
Game Plan Financial Advisors
Ohio
$381K -$7.85K -35 -2%
YWP
1997
YorkBridge Wealth Partners
New York
$381K – – –
FI
1998
Financial Insights
Washington
$380K +$2.02K +9 +0.5%
SAM
1999
Summit Asset Management
Tennessee
$379K +$22.4K +100 +6%
ECM
2000
Estabrook Capital Management
New York
$377K – – –
78 79
80
81 82