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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 %
CL
2026
CSS LLC
Illinois
$132K +$49.5K +300 +60%
SAS
2027
Stelac Advisory Services
New York
$128K +$128K +777 New
BWM
2028
Baystate Wealth Management
Massachusetts
$124K -$31K -187 -20%
TC
2029
Trust Company
Kansas
$123K -$24.3K -147 -16%
SSWG
2030
Seven Springs Wealth Group
Tennessee
$122K – – –
HFM
2031
Harvest Fund Management
China
$120K +$120K +727 New
TF
2032
TimeScale Financial
Massachusetts
$117K -$8.25K -50 -7%
SQA
2033
Simon Quick Advisors
New Jersey
$112K +$5.46K +33 +5%
BG
2034
Bollard Group
Massachusetts
$112K +$33.5K +203 +43%
MFT
2035
Moisand Fitzgerald Tamayo
Florida
$111K – – –
BAM
2036
Bellevue Asset Management
Washington
$111K +$64.8K +350 +140%
CMBA
2037
C.M. Bidwell & Associates
Hawaii
$110K +$110K +664 New
CPA
2038
Cowen Prime Advisors
New York
$109K – – –
AJ
2039
Ashburton (Jersey)
Jersey
$107K – – –
SBL
2040
Sargent Bickham Lagudis
Colorado
$105K -$39.8K -241 -27%
TFGT
2041
TS Financial Group (TSFG)
Illinois
$105K – – –
SWM
2042
Sugarloaf Wealth Management
Georgia
$105K +$330 +2 +0.3%
FEG
2043
Financial Enhancement Group
Indiana
$104K – – –
EWM
2044
Elmwood Wealth Management
California
$104K +$104K +663 New
APWM
2045
Atlas Private Wealth Management
New York
$102K -$32.6K -198 -24%
LWS
2046
Lucia Wealth Services
California
$102K – – –
SIAS
2047
Shine Investment Advisory Services
Colorado
$102K +$331 +2 +0.3%
CCM
2048
Cribstone Capital Management
Maine
$101K -$20.9K -126 -17%
LWM
2049
Liberty Wealth Management
California
$101K -$5.97K -36 -6%
IAS
2050
IMA Advisory Services
Colorado
$101K +$330 +2 +0.3%
80 81
82
83 84