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McDonald's
MCD

Overview Fund Activity

2,453 hedge funds and large institutions have $108B invested in McDonald's in 2020 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 981 increasing their positions, 855 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,453
Holders Change
+182
Holders Change %
+8.01%
% of All Funds
43.52%
Holding in Top 10
59
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-32.18%
% of All Funds
1.05%
New
296
Increased
981
Reduced
855
Closed
81
Calls
$1.41B
Puts
$2.13B
Net Calls
-$721M
Net Calls Change
-$735M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$218M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$201M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$196M
4
Millennium Management
Millennium Management
New York
+$163M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$157M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$983M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$672M
3
State Street
State Street
Massachusetts
-$451M
4
MCM
Melvin Capital Management
New York
-$296M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
2001
Financial Insights
Washington
$362K +$1.93K +9 +0.5%
OCM
2002
One Capital Management
California
$362K +$8.36K +39 +2%
ECM
2003
Estabrook Capital Management
New York
$361K – – –
WCF
2004
West Coast Financial
California
$361K -$4.29K -20 -1%
MHR
2005
Matthew Hamilton Rosenberg
$361K +$7.3K +34 +2%
EBT
2006
Enterprise Bank & Trust
Massachusetts
$359K – – –
OFW
2007
Omnia Family Wealth
Florida
$356K – – –
W
2008
WealthOne
New York
$355K +$1.07K +5 +0.3%
SFS
2009
Summit Financial Strategies
Ohio
$355K +$34.4K +160 +11%
TCM
2010
Tufton Capital Management
Maryland
$354K -$10.7K -50 -3%
GAM
2011
Gemmer Asset Management
California
$354K -$215 -1 -0.1%
TCM
2012
Telos Capital Management
California
$354K +$3K +14 +0.9%
BIC
2013
Beach Investment Counsel
Pennsylvania
$351K -$16.1K -75 -4%
GWM
2014
GSB Wealth Management
Connecticut
$351K – – –
FWM
2015
Fairhaven Wealth Management
Illinois
$351K +$87.1K +406 +33%
SFP
2016
Sandbox Financial Partners
Maryland
$351K +$351K +1,635 New
FAB
2017
First American Bank
Illinois
$350K -$42.9K -200 -11%
MSFP
2018
Mark Sheptoff Financial Planning
Connecticut
$350K +$29K +135 +9%
BWL
2019
Bogart Wealth LLC
Virginia
$349K – – –
PCM
2020
Princeton Capital Management
New Jersey
$349K +$48.9K +228 +16%
BS
2021
Bessemer Securities
New York
$349K +$140K +650 +67%
HFP
2022
Holistic Financial Partners
Indiana
$348K -$215 -1 -0.1%
TFM
2023
TFC Financial Management
Massachusetts
$348K – – –
AWM
2024
Atticus Wealth Management
Florida
$348K +$2.14K +10 +0.6%
BIA
2025
Bigelow Investment Advisors
Maine
$347K -$2.15K -10 -0.6%
79 80
81
82 83