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McDonald's
MCD

Overview Fund Activity

1,866 hedge funds and large institutions have $85.4B invested in McDonald's in 2018 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 687 increasing their positions, 765 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,866
Holders Change
+24
Holders Change %
+1.3%
% of All Funds
42.78%
Holding in Top 10
66
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.71%
% of All Funds
1.51%
New
108
Increased
687
Reduced
765
Closed
68
Calls
$897M
Puts
$1.1B
Net Calls
-$204M
Net Calls Change
-$49.1M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$1.19B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$233M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$217M
4
A
AustralianSuper
Australia
+$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$159M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$359M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$338M
3
BlackRock
BlackRock
New York
-$286M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$270M
5
Wells Fargo
Wells Fargo
California
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
801
Advisory Services Network
Georgia
$2.38M -$361K -2,314 -13%
ECM
802
ETrade Capital Management
Virginia
$2.38M +$90.1K +575 +4%
SSP
803
Sapphire Star Partners
Washington
$2.37M -$15.5K -99 -0.7%
CC
804
Cognios Capital
Kansas
$2.36M -$387K -2,470 -14%
CBNLCF
805
Cognios Beta Neutral Large Cap Fund
Kansas
$2.36M +$2.36M +15,034 New
AF
806
Ally Financial
Michigan
$2.35M +$783K +5,000 +50%
CT
807
Clearstead Trust
Maine
$2.35M +$43.1K +275 +2%
HEIP
808
Hudson Edge Investment Partners
New Jersey
$2.34M -$3.92K -25 -0.2%
HKIM
809
Hayek Kallen Investment Management
Alabama
$2.34M -$69.9K -446 -3%
APP
810
Avantax Planning Partners
Iowa
$2.32M -$62.4K -398 -3%
KRSITF
811
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.32M -$543K -3,463 -19%
SIM
812
Sterling Investment Management
Arizona
$2.31M +$261K +1,667 +13%
PIMJS
813
PKO Investment Management Joint-Stock
Poland
$2.3M -$711K -4,539 -24%
TWM
814
Torch Wealth Management
Ohio
$2.29M – – –
OIM
815
Opus Investment Management
Massachusetts
$2.29M – – –
QAM
816
Quantres Asset Management
Cayman Islands
$2.29M +$2.29M +14,600 New
CA
817
Clearstead Advisors
Ohio
$2.28M +$141K +901 +7%
CB
818
Cadence Bank
Mississippi
$2.28M +$4.39K +28 +0.2%
JWM
819
Jackson Wealth Management
Florida
$2.27M -$11.3K -71 -0.5%
MWAC
820
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.27M -$768K -4,903 -25%
ACS
821
Archford Capital Strategies
Illinois
$2.26M -$514K -3,278 -19%
LPIC
822
LeJeune Puetz Investment Counsel
Michigan
$2.26M -$172K -1,100 -7%
CWM
823
Cornerstone Wealth Management
Missouri
$2.25M +$2.24M +350,987 +16,738%
AIM
824
Arcadia Investment Management
Michigan
$2.25M -$934K -5,961 -29%
ADL
825
Asset Dedication LLC
California
$2.24M +$15K +95 +0.7%
31 32
33
34 35