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McDonald's
MCD

Overview Fund Activity

2,086 hedge funds and large institutions have $111B invested in McDonald's in 2019 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 864 increasing their positions, 798 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,086
Holders Change
+18
Holders Change %
+0.87%
% of All Funds
45.82%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.48%
New
113
Increased
864
Reduced
798
Closed
80
Calls
$1.22B
Puts
$1.45B
Net Calls
-$226M
Net Calls Change
-$327M

Top Buyers

1
BlackRock
BlackRock
New York
+$401M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$394M
3
WCM Investment Management
WCM Investment Management
California
+$165M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$408M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$388M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$267M
4
Citadel Advisors
Citadel Advisors
Florida
-$232M
5
Deutsche Bank
Deutsche Bank
Germany
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
NICM
1301
Neo Ivy Capital Management
New York
$1.02M +$1.02M +4,667 New
B
1302
Bellecapital
Switzerland
$1.01M +$112K +523 +12%
SFI
1303
SPC Financial Inc
Maryland
$1.01M -$21.5K -100 -2%
LPT
1304
Legacy Private Trust
Wisconsin
$1M – – –
WSCM
1305
Wellington Shields Capital Management
New York
$1M +$44K +205 +5%
SAM
1306
Shamrock Asset Management
Texas
$999K -$68.7K -320 -6%
VCAM
1307
Van Cleef Asset Management
Ohio
$993K -$162K -756 -14%
FAG
1308
Financial Advisory Group
Texas
$990K – – –
WA
1309
Wambolt & Associates
Colorado
$990K +$47K +219 +5%
BDF
1310
Balasa Dinverno & Foltz
$989K +$1.07K +5 +0.1%
EDRIA
1311
Edmonds Duncan Registered Investment Advisors
Kansas
$986K – – –
EWA
1312
Exencial Wealth Advisors
Oklahoma
$984K +$9.23K +43 +0.9%
OIWM
1313
OptiFour Integrated Wealth Management
Virginia
$983K – – –
APG
1314
Abacus Planning Group
South Carolina
$983K +$333K +1,552 +51%
FDCC
1315
Foster Dykema Cabot & Co
Massachusetts
$981K – – –
WP
1316
WealthShield Partners
North Carolina
$981K +$68.9K +321 +8%
HKAM
1317
Horizon Kinetics Asset Management
New York
$980K – – –
SCM
1318
Stonebridge Capital Management
California
$975K -$111K -515 -10%
WP
1319
WealthSource Partners
California
$975K +$55.8K +260 +6%
RAM
1320
Roanoke Asset Management
New Jersey
$974K -$111K -515 -10%
FDS
1321
Freedom Day Solutions
Texas
$973K +$76K +354 +8%
GWCM
1322
Godshalk Welsh Capital Management
Pennsylvania
$972K -$10.7K -50 -1%
BWP
1323
Bernardo Wealth Planning
Pennsylvania
$971K -$14K -65 -1%
OSNBOA
1324
Old Second National Bank of Aurora
Illinois
$965K +$3.87K +18 +0.4%
AF
1325
Allworth Financial
California
$953K -$12K -56 -1%
51 52
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