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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 %
AWM
2076
AllSquare Wealth Management
New York
$62K -$5.49K -33 -8%
AC
2077
AlphaCore Capital
California
$60K +$60K +362 New
EARNEST Partners
2078
EARNEST Partners
Georgia
$59K – – –
TC
2079
Truvestments Capital
Florida
$59K +$59K +357 New
LF
2080
Lee Financial
Texas
$58K – – –
CTB
2081
Country Trust Bank
Illinois
$57K -$22.7K -138 -29%
SC
2082
Solstein Capital
California
$54K – – –
CA
2083
Crewe Advisors
Utah
$54K – – –
CFN
2084
Cordasco Financial Network
Florida
$53K -$16K -96 -23%
AW
2085
Avion Wealth
Texas
$53K +$53K +322 New
HL
2086
Harding Loevner
New Jersey
$52K – – –
TVWM
2087
Tower View Wealth Management
Wisconsin
$50K -$948K -5,725 -95%
FWM
2088
Filbrandt Wealth Management
Wisconsin
$50K -$8.85K -54 -15%
IWP
2089
IAG Wealth Partners
Wisconsin
$50K – – –
DI
2090
Disciplined Investments
Oklahoma
$50K +$167 +1 +0.3%
SFG
2091
Sowa Financial Group
Rhode Island
$46K – – –
EWM
2092
Endurance Wealth Management
Rhode Island
$45K – – –
IA
2093
IndexIQ Advisors
New York
$43K -$330 -2 -0.8%
PCFFS
2094
Pacific Center for Financial Services
California
$43K – – –
FA
2095
Forefront Analytics
Pennsylvania
$36.6K +$36.6K +221 New
GWMIA
2096
Global Wealth Management Investment Advisory
Florida
$36K +$1.16K +7 +3%
LPWM
2097
Lake Point Wealth Management
Texas
$34K +$32.7K +197 +2,463%
PCM
2098
Pinz Capital Management
New York
$33K -$49.5K -300 -60%
SC
2099
Steph & Co
Wisconsin
$33K – – –
CIAS
2100
CBIZ Investment Advisory Services
Ohio
$33K -$40K – –
82 83
84
85 86