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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 %
MIH
1226
Meitav Investment House
Israel
$779K -$144K -918 -16%
SFG
1227
Sather Financial Group
Texas
$773K +$627 +4 +0.1%
BO
1228
Bank OZK
Arkansas
$770K +$784 +5 +0.1%
DI
1229
Diligent Investors
California
$769K -$22.1K -141 -3%
SAM
1230
SignalPoint Asset Management
Missouri
$769K +$18.8K +120 +3%
JIC
1231
Joel Isaacson & Co
New York
$768K – – –
NWM
1232
Northwest Wealth Management
Iowa
$768K – – –
CCMG
1233
Clark Capital Management Group
Pennsylvania
$768K +$75.3K +481 +11%
BFC
1234
Bedel Financial Consulting
Indiana
$759K +$1.41K +9 +0.2%
GA
1235
GFS Advisors
Texas
$757K – – –
OC
1236
Oakworth Capital
Alabama
$754K +$3.14K +20 +0.4%
MF
1237
Magnetar Financial
Illinois
$754K +$754K +4,813 New
BMO
1238
Beck Mack & Oliver
New York
$750K – – –
CWP
1239
Capital Wealth Planning
Florida
$750K +$499K +3,180 +199%
KCM
1240
Karp Capital Management
California
$749K +$63.6K +406 +9%
TCM
1241
Telos Capital Management
California
$744K +$25.4K +162 +4%
WSCM
1242
Wellington Shields Capital Management
New York
$743K – – –
BPB
1243
Badgley, Phelps & Bell
Washington
$742K -$112K -712 -13%
BJL
1244
Brighton Jones LLC
Washington
$742K +$38.4K +245 +5%
MC
1245
Moors & Cabot
Massachusetts
$738K -$35.4K -226 -5%
BDF
1246
Balasa Dinverno & Foltz
$738K +$9.56K +61 +1%
HCM
1247
Hodges Capital Management
Texas
$737K – – –
EAM
1248
Evanson Asset Management
California
$735K – – –
NIT
1249
NumerixS Investment Technologies
British Columbia, Canada
$734K -$2.04M -13,058 -74%
SWM
1250
SeaCrest Wealth Management
New York
$734K +$20.7K +132 +3%
48 49
50
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