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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 %
BC
2126
Barnett & Company
Tennessee
$15K – – –
MTCM
2127
Mint Tower Capital Management
Netherlands
$15K +$15K +88 New
LSA
2128
Lion Street Advisors
Texas
$15K +$15K +93 New
HFS
2129
HBC Financial Services
Washington
$14K – – –
HS
2130
Horan Securities
United States
$14K +$14K +85 New
CDIA
2131
Capital Directions Investment Advisors
Georgia
$13K +$7.22K +45 +125%
LWA
2132
Lowe Wealth Advisors
Maryland
$12K – – –
EWA
2133
Evolution Wealth Advisors
Florida
$10K -$34.2K -205 -77%
IF
2134
Ironwood Financial
Arizona
$10K -$23.8K -150 -70%
LGWM
2135
Litman Gregory Wealth Management
California
$9K -$14.4K -91 -61%
TCM
2136
TD Capital Management
Tennessee
$9K – – –
ICM
2137
Islay Capital Management
Texas
$9K – – –
SGAM
2138
Smith Group Asset Management
Texas
$8K – – –
HWM
2139
HighMark Wealth Management
Minnesota
$8K +$151 +1 +2%
TJHA
2140
Thomas J. Herzfeld Advisors
Florida
$8K +$800 +5 +11%
PRC
2141
Pearl River Capital
Michigan
$8K +$8K +46 New
GI
2142
GS Investments
Minnesota
$6.61K – – –
MLL
2143
Moody Lynn & Lieberson
Massachusetts
$5.8K -$102 -614 -2%
PCTC
2144
Perkins Coie Trust Company
Washington
$5K +$1.43K +8 +40%
BCM
2145
Bourgeon Capital Management
Connecticut
$5K +$5K +29 New
LAS
2146
Lloyd Advisory Services
Georgia
$5K +$5K +30 New
OAM
2147
Optimal Asset Management
California
$4.21K +$1.95K +11,812 +87%
YAL
2148
Your Advocates Ltd
Texas
$4K +$4K +25 New
DCM
2149
Davis Capital Management
Florida
$4K +$4K +26 New
WA
2150
WBH Advisory
Maryland
$3.66K -$81 -490 -2%
84 85
86
87 88