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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 %
BHBT
1201
Burke & Herbert Bank & Trust
Virginia
$829K -$6.11K -39 -0.7%
DCM
1202
Donaldson Capital Management
Indiana
$827K -$20.8K -133 -2%
FA
1203
Fagan Associates
New York
$826K +$2.66K +17 +0.3%
TH
1204
TCTC Holdings
Texas
$824K – – –
GIM
1205
Goelzer Investment Management
Indiana
$823K -$14.1K -90 -2%
WSTAM
1206
Wilbanks Smith & Thomas Asset Management
Virginia
$823K -$2.35K -15 -0.3%
CCM
1207
Crossvault Capital Management
Texas
$823K – – –
VCWA
1208
Vanguard Capital Wealth Advisors
Colorado
$823K +$35.2K +225 +4%
NFG
1209
Next Financial Group
Texas
$819K -$197K -1,260 -19%
EWM
1210
Empirical Wealth Management
Washington
$817K +$62.8K +401 +8%
HIIFS
1211
Harel Insurance Investments & Financial Services
Israel
$815K +$235K +1,500 +41%
WPC
1212
White Pine Capital
Minnesota
$808K – – –
AMIM
1213
Aull & Monroe Investment Management
Alabama
$806K -$15.7K -100 -2%
SWA
1214
Sutton Wealth Advisors
Florida
$805K +$8.62K +55 +1%
FBA
1215
Front Barnett Associates
Illinois
$801K – – –
RAM
1216
Roanoke Asset Management
New Jersey
$801K +$18.5K +118 +2%
B
1217
Bellecapital
Switzerland
$798K +$798K +5,093 New
THWM
1218
Taylor Hoffman Wealth Management
Virginia
$794K – – –
VIG
1219
Vienna Insurance Group
Poland
$791K +$17.4K +111 +2%
JSL
1220
JT Stratford LLC
Georgia
$790K +$311K +1,985 +65%
SG
1221
Somerset Group
Minnesota
$786K +$20.4K +130 +3%
TL
1222
TrueWealth LLC
Georgia
$785K +$941 +6 +0.1%
BWL
1223
Bogart Wealth LLC
Virginia
$784K +$113K +720 +17%
MC
1224
Montag & Caldwell
Georgia
$783K – – –
UFG
1225
United Fire Group
Iowa
$783K – – –
47 48
49
50 51