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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
1251
TFG Advisers
Michigan
$893K +$893K +5,033 New
SG
1252
Somerset Group
Minnesota
$891K – – –
MC
1253
Montag & Caldwell
Georgia
$888K – – –
UFG
1254
United Fire Group
Iowa
$888K – – –
GBT
1255
Grove Bank & Trust
Florida
$876K -$23.8K -134 -3%
SAM
1256
SignalPoint Asset Management
Missouri
$876K -$1.42K -8 -0.2%
WFM
1257
Wolff Financial Management
Michigan
$873K +$873K +4,916 New
Point72 Asset Management
1258
Point72 Asset Management
Connecticut
$871K -$13.8M -77,928 -94%
NWM
1259
Northwest Wealth Management
Iowa
$871K -$169K -950 -16%
SSWM
1260
Sheets Smith Wealth Management
North Carolina
$866K +$1.78K +10 +0.2%
BWL
1261
Bogart Wealth LLC
Virginia
$864K -$127K -713 -13%
BFC
1262
Bedel Financial Consulting
Indiana
$864K +$711 +4 +0.1%
FA
1263
Fagan Associates
New York
$863K -$4.08K -23 -0.5%
SFG
1264
Sather Financial Group
Texas
$863K +$887 +5 +0.1%
BRWM
1265
B. Riley Wealth Management
Tennessee
$863K +$223K +1,255 +35%
HFA
1266
High Falls Advisors
New York
$858K +$178K +1,003 +26%
SCM
1267
Southport Capital Management
Tennessee
$857K +$49.5K +279 +6%
LPT
1268
Legacy Private Trust
Wisconsin
$856K -$16.9K -95 -2%
SFI
1269
SPC Financial Inc
Maryland
$847K +$23.6K +133 +3%
BHIA
1270
Birch Hill Investment Advisors
Massachusetts
$846K – – –
OCM
1271
Orser Capital Management
Texas
$843K – – –
RBC
1272
Roble Belko & Company
Pennsylvania
$843K +$760K +4,282 +915%
CP
1273
Cumberland Partners
Ontario, Canada
$841K +$360K +2,027 +75%
GFP
1274
Gryphon Financial Partners
Ohio
$839K +$839K +5,218 New
BJL
1275
Brighton Jones LLC
Washington
$838K +$30.5K +172 +4%
49 50
51
52 53