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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
$645M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.81B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.37B
4
Capital World Investors
Capital World Investors
California
$269M
5
Ameriprise
Ameriprise
Minnesota
$872M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$6.57B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$636M
3
Allianz Asset Management
Allianz Asset Management
Germany
$58.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$14.4B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LJAC
2051
L.J. Altfest & Co
New York
$350K -$3.58K -16 -1%
PCM
2052
Princeton Capital Management
New Jersey
$349K -$15.7K -70 -4%
GHAM
2053
Gilman Hill Asset Management
Connecticut
$349K -$2.69K -12 -0.8%
FNBSF
2054
First National Bank Sioux Falls
South Dakota
$348K – – –
PFA
2055
Pathway Financial Advisors
Vermont
$348K – – –
CWM
2056
Cabot Wealth Management
Massachusetts
$347K +$347K +1,546 New
FFG
2057
Fortem Financial Group
California
$346K -$8.52K -38 -2%
ACM
2058
Ategra Capital Management
Virginia
$345K +$1.57K +7 +0.5%
LBA
2059
Lowell Blake & Associates
Massachusetts
$344K – – –
CG
2060
Clarus Group
Texas
$344K +$1.17K +5 +0.3%
RZH
2061
Relyea Zuckerberg Hanson
Connecticut
$343K +$16.7K +71 +5%
JF
2062
JSF Financial
California
$343K +$27.8K +124 +9%
TF
2063
Trek Financial
Arizona
$342K -$409K -1,826 -54%
WA
2064
Wealth Architects
California
$342K +$13.7K +61 +4%
LSWM
2065
Lorne Steinberg Wealth Management
Canada
$341K -$49.3K -220 -13%
VFM
2066
Vivid Financial Management
California
$341K +$341K +1,521 New
QPWM
2067
Quadrant Private Wealth Management
Pennsylvania
$340K -$71.9K -321 -17%
LC
2068
Lindbrook Capital
California
$340K +$12.3K +55 +4%
FB
2069
First Bancorp
Maine
$340K +$340K +1,515 New
BAM
2070
Beaumont Asset Management
Texas
$340K +$340K +1,517 New
CGH
2071
CMG Global Holdings
Texas
$340K +$340K +1,518 New
CWG
2072
Cornerstone Wealth Group
North Carolina
$339K -$2.62M -11,255 -89%
TCM
2073
Tradewinds Capital Management
Washington
$338K – – –
KWP
2074
Keystone Wealth Partners
Arizona
$338K – – –
PCM
2075
Poehling Capital Management
Wisconsin
$338K +$224 +1 +0.1%
81 82
83
84 85