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McDonald's
MCD

Overview Fund Activity

2,453 hedge funds and large institutions have $108B invested in McDonald's in 2020 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 981 increasing their positions, 855 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,453
Holders Change
+182
Holders Change %
+8.01%
% of All Funds
43.52%
Holding in Top 10
59
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-32.18%
% of All Funds
1.05%
New
296
Increased
981
Reduced
855
Closed
81
Calls
$1.41B
Puts
$2.13B
Net Calls
-$721M
Net Calls Change
-$735M

Top Buyers

1
KBC Group
KBC Group
Belgium
+$218M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$201M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$196M
4
Millennium Management
Millennium Management
New York
+$163M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$157M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$983M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$672M
3
State Street
State Street
Massachusetts
-$451M
4
MCM
Melvin Capital Management
New York
-$296M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFG
2201
Heron Financial Group
New York
$233K – – –
SFG
2202
Sather Financial Group
Texas
$233K +$18.2K +85 +8%
BWA
2203
Beam Wealth Advisors
Louisiana
$232K -$32.7K -152 -12%
SAS
2204
Stelac Advisory Services
New York
$232K +$111K +518 +92%
GM
2205
Granger Management
New York
$231K +$231K +1,078 New
OAM
2206
Oberweis Asset Management
Illinois
$230K +$858 +4 +0.4%
AFIA
2207
America First Investment Advisors
Nebraska
$229K -$115K -534 -33%
LJHT
2208
Laurie J. Hall Trustee
$229K – – –
TIA
2209
Traphagen Investment Advisors
New Jersey
$229K +$5.36K +25 +2%
ABTD
2210
Arvest Bank Trust Division
Oklahoma
$228K +$4.51K +21 +2%
PVWM
2211
Point View Wealth Management
New Jersey
$227K – – –
SFG
2212
Sunburst Financial Group
Alabama
$227K – – –
VAG
2213
VisionPoint Advisory Group
Texas
$227K +$1.29K +6 +0.6%
SAM
2214
Satovsky Asset Management
New York
$227K +$227K +1,060 New
BWM
2215
BNC Wealth Management
Oregon
$226K – – –
QWM
2216
QP Wealth Management
New Jersey
$226K – – –
SEEDPG
2217
S.E.E.D. Planning Group
New York
$226K +$226K +1,052 New
AA
2218
Argent Advisors
Louisiana
$226K +$226K +1,053 New
ACG
2219
Allen Capital Group
Nebraska
$225K +$643 +3 +0.3%
IMOV
2220
Investment Management of Virginia
Virginia
$224K – – –
SAM
2221
Sawgrass Asset Management
Florida
$223K – – –
MPW
2222
Monterey Private Wealth
California
$223K +$215 +1 +0.1%
LOPW
2223
Live Oak Private Wealth
North Carolina
$223K +$4.93K +23 +2%
CA
2224
Continuum Advisory
Idaho
$222K +$10.1K +47 +5%
RW
2225
REDW Wealth
New Mexico
$221K – – –
87 88
89
90 91