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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 %
BCM
2101
Blume Capital Management
California
$33K – – –
PP
2102
PrairieView Partners
Minnesota
$33K +$33K +200 New
CFO
2103
CVA Family Office
Colorado
$33K +$33K +200 New
OAJ
2104
Ogorek Anthony Joseph
New York
$32K – – –
AIM
2105
Artemis Investment Management
United Kingdom
$31K +$6.44K +38,936 +26%
GIC
2106
Gantzert Investment Company
Illinois
$29K – – –
NCM
2107
New Capital Management
Texas
$27K -$9.11K -56 -25%
QCMC
2108
Quantum Capital Management (California)
California
$27K – – –
KC
2109
Knuff & Co
California
$25K -$8.33K -50 -25%
FBT
2110
First Bank & Trust
South Dakota
$25K -$2.61K -16 -9%
JWBC
2111
John W. Brooker & Co
California
$25K +$8.33K +50 +50%
FMP
2112
Financial Management Professionals
Texas
$23K +$6.57K +40 +40%
RAM
2113
Riggs Asset Management
Pennsylvania
$22K – – –
LWA
2114
Lenox Wealth Advisors
New York
$21K – – –
JWM
2115
Janiczek Wealth Management
Colorado
$21K – – –
PCA
2116
Providence Capital Advisors
North Carolina
$21K – – –
TA
2117
Thor Advisors
New York
$20K +$20K +122 New
FGAM
2118
Financial Gravity Asset Management
Texas
$20K +$655 +8 +3%
CIA
2119
Cascade Investment Advisors
Oregon
$19.7K – – –
AWA
2120
Artemis Wealth Advisors
New York
$18.7K – – –
ACA
2121
Atlas Capital Advisors
Wyoming
$18K – – –
BHWM
2122
Bay Harbor Wealth Management
Maryland
$18K – – –
MAWCM
2123
Mine & Arao Wealth Creation & Management
California
$17K – – –
WIM
2124
Westside Investment Management
California
$16.6K +$16.6K +424 New
JPLA
2125
Joseph P. Lucia & Associates
New York
$16K +$8.25K +50 +106%
83 84
85
86 87