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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 %
FSG
2026
Financial Strategies Group
Michigan
$345K – – –
SN
2027
Sittner & Nelson
Oregon
$345K +$345K +1,609 New
AWA
2028
Alaska Wealth Advisors
Alaska
$344K +$214 +1 +0.1%
CS
2029
Cannell & Spears
New York
$343K – – –
SAM
2030
Summit Asset Management
Tennessee
$341K -$2.14K -10 -0.6%
KIC
2031
Keating Investment Counselors
Florida
$341K – – –
FFG
2032
Fortem Financial Group
California
$339K -$9.86K -46 -3%
LJAC
2033
L.J. Altfest & Co
New York
$339K -$3.65K -17 -1%
PP
2034
PDS Planning
Ohio
$339K +$56.2K +262 +20%
BWM
2035
BCGM Wealth Management
Indiana
$338K +$338K +1,578 New
LDFR
2036
Lehman & Derafelo Financial Resources
Pennsylvania
$337K – – –
GHAM
2037
Gilman Hill Asset Management
Connecticut
$337K +$88.4K +412 +36%
SEIA
2038
Signature Estate & Investment Advisors
California
$336K -$9.24K -43 -3%
TGAM
2039
TBH Global Asset Management
Tennessee
$336K +$214 +1 +0.1%
SPWG
2040
Sage Private Wealth Group
Illinois
$336K +$336K +1,565 New
CIC
2041
Chase Investment Counsel
Virginia
$336K +$336K +1,567 New
JBA
2042
Johnson Bixby & Associates
Washington
$336K +$336K +1,568 New
CSPAM
2043
Cary Street Partners Asset Management
Virginia
$335K +$335K +1,559 New
CTFG
2044
Capstone Triton Financial Group
Oklahoma
$335K +$335K +1,563 New
UF
2045
Univest Financial
Pennsylvania
$333K -$38.8K -181 -10%
FNBSF
2046
First National Bank Sioux Falls
South Dakota
$333K -$22.1K -103 -6%
MC
2047
Middleton & Co
Massachusetts
$331K – – –
PWA
2048
Physician Wealth Advisors
Utah
$330K -$15.9K -74 -5%
IWA
2049
Intercontinental Wealth Advisors
Texas
$330K +$47.7K +222 +17%
LBA
2050
Lowell Blake & Associates
Massachusetts
$329K -$96.5K -450 -23%
80 81
82
83 84