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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.

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 Market Value Shares Shares
Change 		Shares
Change %
BMD
2326
Better Money Decisions
New Mexico
$169K 752 +752 New
SSWG
2327
Seven Springs Wealth Group
Tennessee
$165K 735 – –
FPS
2328
Fieldpoint Private Securities
Connecticut
$164K 731 +53 +8%
CSPIA
2329
Cary Street Partners Investment Advisory
Virginia
$162K 722 -4,891 -87%
EWA
2330
Evolution Wealth Advisors
Florida
$160K 712 – –
BCPWM
2331
Bradley & Co Private Wealth Management
Florida
$160K 714 +714 New
PWM
2332
Prentice Wealth Management
New York
$158K 705 +705 New
MFT
2333
Moisand Fitzgerald Tamayo
Florida
$150K 670 -7 -1%
CPA
2334
Cowen Prime Advisors
New York
$148K 661 – –
HWA
2335
HHM Wealth Advisors
Tennessee
$146K 651 +100 +18%
SSC
2336
Syverson Strege & Co
Iowa
$143K 636 +3 +0.5%
SL
2337
Savior LLC
Massachusetts
$141K 629 +2 +0.3%
TFGT
2338
TS Financial Group (TSFG)
Illinois
$141K 627 +6 +1%
NC
2339
NewSquare Capital
Pennsylvania
$139K 619 – –
AWM
2340
Activest Wealth Management
Florida
$139K 620 +620 New
AFIA
2341
America First Investment Advisors
Nebraska
$135K 601 -466 -44%
BAM
2342
Bellevue Asset Management
Washington
$135K 600 – –
FMP
2343
Financial Management Professionals
Texas
$134K 599 +37 +7%
SWM
2344
Selective Wealth Management
Virginia
$134K 600 +100 +20%
TC
2345
Truvestments Capital
Florida
$134K 596 +160 +37%
SAS
2346
Stelac Advisory Services
New York
$130K 580 -500 -46%
TCCM
2347
Timber Creek Capital Management
Massachusetts
$130K 581 – –
NOI
2348
Newton One Investments
Delaware
$128K 572 +3 +0.5%
FCM
2349
Firestone Capital Management
Florida
$128K 572 +10 +2%
EWM
2350
Elmwood Wealth Management
California
$128K 570 +570 New
92 93
94
95 96