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McDonald's
MCD

Overview Fund Activity

1,842 hedge funds and large institutions have $84.3B invested in McDonald's in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 667 increasing their positions, 837 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-44
Holders Change %
-2.33%
% of All Funds
42.28%
Holding in Top 10
70
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-32.04%
% of All Funds
1.61%
New
97
Increased
667
Reduced
837
Closed
118
Calls
$1.07B
Puts
$1.23B
Net Calls
-$155M
Net Calls Change
+$179M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$688M
3
Deutsche Bank
Deutsche Bank
Germany
+$480M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$254M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$360M
2
State Street
State Street
Massachusetts
-$343M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$336M
4
Jennison Associates
Jennison Associates
New York
-$325M
5
MAM
Magellan Asset Management
Australia
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
1126
IHT Wealth Management
Illinois
$917K +$12.9K +82 +1%
BI
1127
Boulegeris Investments
Georgia
$911K +$243K +1,555 +36%
DHFB
1128
Dixon Hubard Feinour & Brown
Virginia
$910K -$106K -675 -10%
CI
1129
CAZ Investments
Texas
$909K – – –
GW
1130
GW & Wade
Massachusetts
$908K -$8.76K -56 -1%
SP
1131
Successful Portfolios
Florida
$904K -$18.3K -117 -2%
VA
1132
Valmark Advisers
Ohio
$903K -$42.5K -272 -4%
MHS
1133
M Holdings Securities
Oregon
$897K +$938 +6 +0.1%
EM
1134
ELCO Management
New York
$896K -$15.6K -100 -2%
PA
1135
Parallel Advisors
California
$896K +$59.7K +382 +7%
WP
1136
WealthPLAN Partners
Nebraska
$895K +$447K +2,860 +100%
MWM
1137
Marietta Wealth Management
Georgia
$888K -$19.7K -126 -2%
SFSIG
1138
San Francisco Sentry Investment Group
California
$882K +$51.3K +328 +6%
BHTS
1139
Bar Harbor Trust Services
Maine
$877K -$53K -339 -6%
SEC
1140
Seven Eight Capital
New York
$877K +$877K +5,605 New
KWM
1141
Kingsview Wealth Management
Oregon
$874K +$174K +1,110 +25%
SIA
1142
Sit Investment Associates
Minnesota
$872K +$43K +275 +5%
CCP
1143
Clarkston Capital Partners
Michigan
$867K -$214K -1,366 -20%
MCM
1144
Mengis Capital Management
Oregon
$867K – – –
SFM
1145
Signature Financial Management
Virginia
$858K -$22.5K -144 -3%
VCAM
1146
Van Cleef Asset Management
Ohio
$857K -$21.3K -136 -2%
GT
1147
Greenleaf Trust
Michigan
$856K +$18.4K +118 +2%
MWM
1148
Mission Wealth Management
California
$855K +$9.7K +62 +1%
BPB
1149
Badgley, Phelps & Bell
Washington
$852K +$20.6K +132 +2%
IC
1150
InterOcean Capital
Illinois
$851K -$111K -708 -12%
44 45
46
47 48