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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 %
KJWM
1301
Kiley Juergens Wealth Management
Washington
$639K +$157 +1 +0%
CAW
1302
Cornerstone Advisors (Washington)
Washington
$635K +$6.89K +44 +1%
SIAP
1303
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$630K – – –
HFA
1304
High Falls Advisors
New York
$630K +$235K +1,502 +60%
AF
1305
Allworth Financial
California
$627K -$58.2K -371 -8%
TAM
1306
Tiverton Asset Management
Delaware
$627K – – –
MSA
1307
Marino Stram & Associates
Massachusetts
$625K -$5.17K -33 -0.8%
HFM
1308
Hartford Financial Management
Connecticut
$623K -$34K -217 -5%
PA
1309
Probity Advisors
Texas
$623K +$16.6K +106 +3%
SFA
1310
Sequoia Financial Advisors
Ohio
$620K +$43.4K +277 +8%
AWP
1311
Ascent Wealth Partners
New York
$612K +$157 +1 +0%
BCM
1312
Brown Capital Management
Maryland
$602K +$3.29K +21 +0.5%
EWA
1313
Exencial Wealth Advisors
Oklahoma
$599K -$5.48K -35 -0.9%
FFA
1314
Fragasso Financial Advisors
Pennsylvania
$595K +$4.86K +31 +0.8%
Fuller & Thaler Asset Management
1315
Fuller & Thaler Asset Management
California
$594K – – –
BCM
1316
Brookstone Capital Management
Illinois
$594K +$87.5K +558 +17%
AC
1317
Alexandria Capital
Virginia
$589K -$20.5K -131 -3%
NL
1318
NWAM LLC
Washington
$587K +$35.4K +226 +6%
SS
1319
Simplicity Solutions
Minnesota
$587K +$310K +1,979 +112%
KTC
1320
Kistler-Tiffany Companies
Pennsylvania
$585K -$9.4K -60 -2%
AIA
1321
AIMZ Investment Advisors
California
$585K – – –
AL
1322
Aspiriant LLC
California
$585K +$12.5K +80 +2%
DBIA
1323
Dumont & Blake Investment Advisors
New Jersey
$582K +$17.2K +110 +3%
ACA
1324
Anchor Capital Advisors
Massachusetts
$579K +$579K +3,695 New
OIA
1325
OneDigital Investment Advisors
Kansas
$574K -$211K -1,344 -27%
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