MCD icon

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 %
BHTS
1176
Bar Harbor Trust Services
Maine
$879K – – –
NA
1177
Navellier & Associates
Nevada
$878K -$94.1K -600 -10%
HJA
1178
Hugh Johnson Advisors
New York
$878K +$95.1K +607 +12%
SIA
1179
Sit Investment Associates
Minnesota
$874K – – –
MCM
1180
Mengis Capital Management
Oregon
$869K – – –
CCP
1181
Clarkston Capital Partners
Michigan
$869K – – –
Parallax Volatility Advisers
1182
Parallax Volatility Advisers
California
$868K +$703K +4,486 +425%
CS
1183
Credential Securities
$864K -$61K -389 -7%
BP
1184
Ballentine Partners
Massachusetts
$864K +$149K +954 +21%
MA
1185
Mutual Advisors
Nebraska
$862K +$99.8K +637 +13%
SFM
1186
Signature Financial Management
Virginia
$860K – – –
VCAM
1187
Van Cleef Asset Management
Ohio
$860K +$627 +4 +0.1%
CG
1188
Caprock Group
Idaho
$857K +$21.5K +137 +3%
PL
1189
Plancorp LLC
Missouri
$855K +$1.72K +11 +0.2%
OCM
1190
Orser Capital Management
Texas
$855K +$855K +5,355 New
OSNBOA
1191
Old Second National Bank of Aurora
Illinois
$851K +$2.98K +19 +0.4%
WKWM
1192
Walter & Keenan Wealth Management
Indiana
$848K +$47K +300 +6%
Carson Wealth (CWM LLC)
1193
Carson Wealth (CWM LLC)
Nebraska
$848K +$48.1K +307 +6%
HVIA
1194
Hudson Valley Investment Advisors
New York
$848K +$54.1K +345 +7%
CHA
1195
Cedar Hill Associates
Illinois
$846K +$34.9K +223 +4%
RA
1196
RFG Advisory
Alabama
$845K +$347K +2,219 +70%
1WA
1197
180 Wealth Advisors
Washington
$837K -$415K -2,646 -33%
SFG
1198
StrategIQ Financial Group
Indiana
$834K +$520K +3,317 +166%
SSA
1199
South Street Advisors
New York
$832K – – –
WP
1200
WealthSource Partners
California
$831K +$9.4K +60 +1%
46 47
48
49 50