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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 %
BWA
2026
Beam Wealth Advisors
Louisiana
$233K +$233K +1,177 New
P
2027
&Partners
Tennessee
$233K +$233K +1,181 New
CWM
2028
Confluence Wealth Management
Oregon
$232K +$232K +1,172 New
CWM
2029
Cahaba Wealth Management
Georgia
$231K +$29.8K +151 +15%
HFG
2030
Heron Financial Group
New York
$230K +$230K +1,065 New
BWAM
2031
Boyd Watterson Asset Management
Ohio
$229K -$9.87K -50 -4%
AAM
2032
Autus Asset Management
Arizona
$229K -$1.58K -8 -0.7%
BMA
2033
Brooks Moore & Associates
Tennessee
$229K – – –
NWS
2034
Newport Wealth Strategies
California
$229K +$229K +1,130 New
OPA
2035
Old Port Advisors
Maine
$228K -$8.7K -43 -4%
HCM
2036
Hutchinson Capital Management
California
$228K – – –
QWM
2037
QP Wealth Management
New Jersey
$228K +$228K +1,055 New
GA
2038
Geller Advisors
New York
$228K +$228K +1,153 New
TIM
2039
Thompson Investment Management
Wisconsin
$227K – – –
PWAC
2040
Private Wealth Advisors (California)
California
$226K -$77.3K -392 -25%
SBWIC
2041
Schaper Benz & Wise Investment Counsel
Wisconsin
$226K – – –
FWM
2042
Fairhaven Wealth Management
Illinois
$226K – – –
LFA
2043
Legend Financial Advisors
Pennsylvania
$226K – – –
PWA
2044
Physician Wealth Advisors
Utah
$226K +$226K +1,092 New
AIM
2045
Aurora Investment Managers
Florida
$225K +$225K +1,139 New
SWP
2046
Summit Wealth Partners
Florida
$224K +$224K +1,136 New
FGAM
2047
Financial Gravity Asset Management
Texas
$224K -$74K -78 -25%
EPP
2048
ETF Portfolio Partners
Kansas
$224K – – –
HFRG
2049
Houlihan Financial Resource Group
Virginia
$224K +$224K +1,133 New
ECM
2050
EagleClaw Capital Management
Massachusetts
$223K -$41.9K -212 -16%
80 81
82
83 84