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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
$4.97B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.35B
3
MAM
Magellan Asset Management
Australia
$941M
4
Vanguard Group
Vanguard Group
Pennsylvania
$11.5B
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$178M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.81B
2
Two Sigma Advisers
Two Sigma Advisers
New York
$75.8M
3
Two Sigma Investments
Two Sigma Investments
New York
$3.09M
4
WCM Investment Management
WCM Investment Management
California
$0
5
Citigroup
Citigroup
New York
$98.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGA
2276
Crescent Grove Advisors
Illinois
– -$237K -1,201 Closed
OPTFSNA
2277
Old Point Trust & Financial Services N A
Virginia
– -$237K -1,200 Closed
SPL
2278
Smart Portfolios LLC
Washington
– -$236K -1,195 Closed
MTC
2279
McDaniel Terry & Co
Texas
– -$236K -1,192 Closed
AIA
2280
Allied Investment Advisors
Montana
– -$233K -1,181 Closed
P
2281
&Partners
Tennessee
– -$233K -1,181 Closed
BWA
2282
Beam Wealth Advisors
Louisiana
– -$233K -1,177 Closed
CWM
2283
Cahaba Wealth Management
Georgia
– -$231K -1,170 Closed
AAM
2284
Autus Asset Management
Arizona
– -$229K -1,160 Closed
BWAM
2285
Boyd Watterson Asset Management
Ohio
– -$229K -1,160 Closed
BMA
2286
Brooks Moore & Associates
Tennessee
– -$229K -1,159 Closed
HCM
2287
Hutchinson Capital Management
California
– -$228K -1,155 Closed
GA
2288
Geller Advisors
New York
– -$228K -1,153 Closed
TIM
2289
Thompson Investment Management
Wisconsin
– -$227K -1,150 Closed
PWAC
2290
Private Wealth Advisors (California)
California
– -$226K -1,146 Closed
SBWIC
2291
Schaper Benz & Wise Investment Counsel
Wisconsin
– -$226K -1,145 Closed
FWM
2292
Fairhaven Wealth Management
Illinois
– -$226K -1,143 Closed
AIM
2293
Aurora Investment Managers
Florida
– -$225K -1,139 Closed
SWP
2294
Summit Wealth Partners
Florida
– -$224K -1,136 Closed
HFRG
2295
Houlihan Financial Resource Group
Virginia
– -$224K -1,133 Closed
EPP
2296
ETF Portfolio Partners
Kansas
– -$224K -1,132 Closed
GCA
2297
Greenwood Capital Associates
South Carolina
– -$223K -1,131 Closed
NWS
2298
Newport Wealth Strategies
California
– -$229K -1,130 Closed
ECM
2299
EagleClaw Capital Management
Massachusetts
– -$223K -1,129 Closed
OPA
2300
Old Port Advisors
Maine
– -$228K -1,127 Closed
90 91
92
93 94