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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 %
WWM
1326
Windsor Wealth Management
Indiana
$574K +$1.72K +11 +0.3%
CCM
1327
Compass Capital Management
Minnesota
$573K -$114K -725 -17%
PWA
1328
Providence Wealth Advisors
Illinois
$572K – – –
AMCA
1329
Arthur M. Cohen & Associates
Illinois
$572K +$100K +645 +21%
MCM
1330
MV Capital Management
Maryland
$571K -$11.8K -75 -2%
EA
1331
Elm Advisors
California
$570K -$23.5K -150 -4%
PFM
1332
Parsec Financial Management
North Carolina
$569K +$75K +479 +15%
TPWA
1333
TRUE Private Wealth Advisors
Oregon
$569K +$173K +1,108 +44%
AWA
1334
AmeriServ Wealth Advisors
Pennsylvania
$565K -$2.35K -15 -0.4%
ZAM
1335
Zevin Asset Management
Massachusetts
$563K – – –
TSWM
1336
Triangle Securities Wealth Management
North Carolina
$562K -$27.7K -177 -5%
SWM
1337
Stockman Wealth Management
Montana
$560K -$626 -4 -0.1%
BMC
1338
Beaton Management Company
Massachusetts
$560K +$15.7K +100 +3%
BHB
1339
Bank Hapoalim BM
Israel
$560K +$45.8K +292 +9%
CPA
1340
Capital Planning Advisors
California
$555K -$514K -3,284 -48%
GIA
1341
GHP Investment Advisors
Colorado
$555K -$14.3K -91 -3%
LC
1342
Landaas & Company
Wisconsin
$552K – – –
IWA
1343
Inspirion Wealth Advisors
Illinois
$550K -$1.1K -7 -0.2%
KWM
1344
Kingsview Wealth Management
Oregon
$549K -$327K -2,086 -37%
GCM
1345
Gator Capital Management
Florida
$548K – – –
BMC
1346
Benin Management Corp
Connecticut
$547K +$12.1K +77 +2%
EWA
1347
EP Wealth Advisors
California
$544K +$20.5K +131 +4%
HWA
1348
Heritage Wealth Advisors
Virginia
$543K – – –
OA
1349
Oxbow Advisors
Texas
$542K +$313 +2 +0.1%
RIG
1350
Renaissance Investment Group
Massachusetts
$541K -$7.84K -50 -1%
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