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McDonald's
MCD

Overview Fund Activity

1,842 hedge funds and large institutions have $84.3B invested in McDonald's in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 667 increasing their positions, 837 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-44
Holders Change %
-2.33%
% of All Funds
42.28%
Holding in Top 10
70
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-32.04%
% of All Funds
1.61%
New
97
Increased
667
Reduced
837
Closed
118
Calls
$1.07B
Puts
$1.23B
Net Calls
-$155M
Net Calls Change
+$179M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$688M
3
Deutsche Bank
Deutsche Bank
Germany
+$480M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$254M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$360M
2
State Street
State Street
Massachusetts
-$343M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$336M
4
Jennison Associates
Jennison Associates
New York
-$325M
5
MAM
Magellan Asset Management
Australia
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDWM
1351
Brewin Dolphin Wealth Management
Ireland
$512K +$104K +667 +26%
MIM
1352
Miller Investment Management
Pennsylvania
$509K -$166K -1,062 -25%
RFM
1353
Royal Fund Management
Florida
$509K -$1.72K -11 -0.3%
CA
1354
Calton & Associates
Florida
$509K +$150K +956 +42%
FIM
1355
Freedom Investment Management
Connecticut
$507K -$515K -3,292 -50%
PBO
1356
Peoples Bank (Ohio)
Ohio
$507K -$11.7K -75 -2%
GRQ
1357
Gardner Russo & Quinn
Pennsylvania
$506K – – –
NCM
1358
Nelson Capital Management
California
$506K – – –
MFW
1359
Meristem Family Wealth
Minnesota
$505K – – –
BCM
1360
Brookstone Capital Management
Illinois
$505K +$3.44K +22 +0.7%
WP
1361
WealthShield Partners
North Carolina
$503K +$70.5K +451 +16%
SFG
1362
SNS Financial Group
Minnesota
$502K +$7.66K +49 +2%
HCC
1363
Hirtle Callaghan & Co
Pennsylvania
$500K – – –
CL
1364
CPWM LLC
Washington
$499K -$420K -2,687 -46%
LSC
1365
Lesa Sroufe & Co
Washington
$499K +$499K +3,188 New
RA
1366
RFG Advisory
Alabama
$497K +$14.1K +90 +3%
CA
1367
CapWealth Advisors
Tennessee
$496K – – –
CWM
1368
Concentric Wealth Management
California
$493K -$19.6K -125 -4%
PFM
1369
Parsec Financial Management
North Carolina
$493K +$21.3K +136 +5%
IIC
1370
Integrated Investment Consultants
Michigan
$493K +$493K +3,152 New
RMAM
1371
Raab & Moskowitz Asset Management
New Jersey
$491K – – –
TFS
1372
TrustCore Financial Services
Tennessee
$490K +$8.6K +55 +2%
RWP
1373
RWA Wealth Partners
Massachusetts
$487K -$654K -4,182 -57%
GD
1374
Grandfield & Dodd
New York
$485K -$133K -854 -22%
CWM
1375
Circle Wealth Management
New Jersey
$485K -$12.2K -78 -2%
53 54
55
56 57