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McDonald's
MCD

Overview Fund Activity

1,999 hedge funds and large institutions have $93.2B invested in McDonald's in 2018 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 691 increasing their positions, 792 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,999
Holders Change
+161
Holders Change %
+8.76%
% of All Funds
44.61%
Holding in Top 10
117
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+98.31%
% of All Funds
2.61%
New
257
Increased
691
Reduced
792
Closed
78
Calls
$1.12B
Puts
$1.38B
Net Calls
-$263M
Net Calls Change
-$145M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$503M
2
AIG
American International Group
New York
+$418M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$352M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$230M

Top Sellers

1
BlackRock
BlackRock
New York
-$386M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$365M
3
Capital World Investors
Capital World Investors
California
-$347M
4
Citadel Advisors
Citadel Advisors
Florida
-$313M
5
State Street
State Street
Massachusetts
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADMI
926
Albert D. Mason Inc
Massachusetts
$1.88M -$153K -864 -8%
FHB
927
First Hawaiian Bank
Hawaii
$1.87M -$21.3K -120 -1%
S
928
SimplyRich
California
$1.87M -$5.27K -30 -0.3%
CI
929
Centerstone Investors
New York
$1.87M +$1.87M +10,536 New
BO
930
BRR OpCo
Ohio
$1.87M -$174K -978 -9%
PO
931
Private Ocean
California
$1.84M – – –
MLIC
932
Mandatum Life Insurance Company
Finland
$1.84M +$311K +1,753 +20%
HSA
933
HBK Sorce Advisory
Pennsylvania
$1.83M -$174K -978 -9%
UBG
934
United Bank (Georgia)
Georgia
$1.83M -$69.8K -393 -4%
KJHP
935
K.J. Harrison & Partners
Ontario, Canada
$1.83M -$2.31M -13,000 -56%
TPA
936
Trivium Point Advisory
Connecticut
$1.83M +$1.83M +10,293 New
SCM
937
Shelton Capital Management
Colorado
$1.83M -$1.14M -6,400 -38%
TWM
938
Torch Wealth Management
Ohio
$1.82M -$26.6K -150 -1%
IWM
939
IHT Wealth Management
Illinois
$1.82M +$464K +2,614 +34%
JCM
940
Jacobi Capital Management
Pennsylvania
$1.82M -$68.7K -387 -4%
Lido Advisors
941
Lido Advisors
California
$1.82M +$576K +3,243 +46%
CBN
942
Cadence Bank NA
Texas
$1.81M -$10.3K -58 -0.6%
GT
943
Greenleaf Trust
Michigan
$1.81M +$150K +846 +9%
VFA
944
Valeo Financial Advisors
Indiana
$1.8M -$15.8K -89 -0.9%
HH
945
Hilltop Holdings
Texas
$1.8M +$60.5K +341 +3%
PMG
946
ProVise Management Group
Florida
$1.8M +$710 +4 +0%
CHA
947
Carmichael Hill & Associates
Maryland
$1.79M -$17.8K -100 -1%
DLCIG
948
D.L. Carlson Investment Group
New Hampshire
$1.79M +$1.12M +6,280 +166%
HP
949
Hikari Power
Japan
$1.79M – – –
WWM
950
Western Wealth Management
Colorado
$1.79M +$1.79M +10,083 New
36 37
38
39 40