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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
1
DZ Bank
Germany
$645M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.81B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.37B
4
Capital World Investors
4
Capital World Investors
California
$269M
5
Ameriprise
5
Ameriprise
Minnesota
$872M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.57B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$636M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$58.1M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.4B
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$92.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMG
2126
Spectrum Management Group
Indiana
$297K – – –
B
2127
Brightworth
Georgia
$296K – – –
TC
2128
Tatro Capital
Kentucky
$296K – – –
VCM
2129
Vigilant Capital Management
Maine
$296K +$8.98K +40 +3%
CIP
2130
Capital Insight Partners
Arizona
$294K – – –
LIA
2131
LBMC Investment Advisors
Tennessee
$294K +$1.12K +5 +0.4%
DOA
2132
D'Orazio & Associates
Virginia
$294K +$1.57K +7 +0.5%
EFM
2133
E Fund Management
China
$294K +$294K +1,310 New
BFIC
2134
Bedell Frazier Investment Counselling
California
$293K – – –
BWP
2135
Baldwin Wealth Partners
Massachusetts
$293K +$6.05K +27 +2%
AC
2136
Arjuna Capital
North Carolina
$292K -$2.24K -10 -0.8%
WGA
2137
Weather Gauge Advisory
Virginia
$292K +$34.3K +153 +13%
FCA
2138
FinTrust Capital Advisors
South Carolina
$291K +$35.4K +158 +14%
BA
2139
Ballast Advisors
Minnesota
$290K – – –
WAS
2140
Winch Advisory Services
Wisconsin
$289K -$4.49K -20 -2%
Financial Engines Advisors
2141
Financial Engines Advisors
California
$289K +$42.6K +190 +17%
TPW
2142
Tiller Private Wealth
Pennsylvania
$288K – – –
BP
2143
Broadleaf Partners
Ohio
$288K – – –
WIM
2144
Wittenberg Investment Management
Massachusetts
$286K – – –
EM
2145
Excalibur Management
Massachusetts
$285K – – –
EWA
2146
ERTS Wealth Advisors
Michigan
$285K +$69.5K +310 +32%
CIA
2147
Compass Ion Advisors
Pennsylvania
$284K -$43.6K -195 -13%
OIM
2148
Oder Investment Management
California
$284K – – –
CCA
2149
Cadent Capital Advisors
Oklahoma
$284K +$672 +3 +0.2%
SWMP
2150
Signature Wealth Management Partners
New Jersey
$284K +$57.6K +257 +25%
84 85
86
87 88