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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 %
TA
1201
TCG Advisors
Texas
$986K +$986K +5,552 New
SFG
1202
StrategIQ Financial Group
Indiana
$984K -$3.73K -21 -0.4%
CCP
1203
Clarkston Capital Partners
Michigan
$984K – – –
PL
1204
Plancorp LLC
Missouri
$983K -$3.73K -21 -0.4%
WP
1205
WealthPLAN Partners
Nebraska
$981K -$54K -300 -5%
SFM
1206
Signature Financial Management
Virginia
$976K – – –
VCAM
1207
Van Cleef Asset Management
Ohio
$976K +$1.78K +10 +0.2%
ZIC
1208
ZWJ Investment Counsel
Georgia
$974K +$35.1K +198 +4%
HWA
1209
HCR Wealth Advisors
California
$972K +$178 +1 +0%
BP
1210
Ballentine Partners
Massachusetts
$970K -$2.13K -12 -0.2%
WCM
1211
Windsor Capital Management
Arizona
$966K -$89.3K -503 -8%
AGA
1212
Accuvest Global Advisors
Utah
$966K +$966K +5,439 New
VA
1213
Valmark Advisers
Ohio
$965K -$17.8K -100 -2%
OSNBOA
1214
Old Second National Bank of Aurora
Illinois
$965K -$2.48K -14 -0.3%
MCM
1215
Mengis Capital Management
Oregon
$964K -$21.3K -120 -2%
WKWM
1216
Walter & Keenan Wealth Management
Indiana
$961K +$178 +1 +0%
WSTAM
1217
Wilbanks Smith & Thomas Asset Management
Virginia
$960K -$533 -3 -0.1%
EWM
1218
Evermay Wealth Management
Virginia
$959K +$1.24K +7 +0.1%
SC
1219
Sepio Capital
Utah
$954K +$954K +5,373 New
Alyeska Investment Group
1220
Alyeska Investment Group
Illinois
$953K +$953K +5,368 New
WCM
1221
Weik Capital Management
Pennsylvania
$949K – – –
ACM
1222
Aviance Capital Management
Florida
$946K +$946K +5,328 New
CAM
1223
ClariVest Asset Management
California
$943K -$1.95K -11 -0.2%
SSA
1224
South Street Advisors
New York
$943K – – –
BHBT
1225
Burke & Herbert Bank & Trust
Virginia
$941K -$7.63K -43 -0.8%
47 48
49
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