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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 %
LB
1376
Landmark Bank
Missouri
$507K +$507K +3,238 New
LSC
1377
Lesa Sroufe & Co
Washington
$506K +$6.43K +41 +1%
CRWM
1378
Castle Rock Wealth Management
California
$503K +$86.1K +549 +21%
HCC
1379
Hirtle Callaghan & Co
Pennsylvania
$501K – – –
CL
1380
CPWM LLC
Washington
$500K – – –
CAI
1381
Capital Advisors Inc
Oklahoma
$499K -$47.3K -302 -9%
EA
1382
Edge Advisors
Georgia
$498K +$32.7K +209 +7%
IUHSA
1383
Itau Unibanco Holding S.A.
Brazil
$498K +$148K +944 +42%
CA
1384
CapWealth Advisors
Tennessee
$497K – – –
EWM
1385
Edge Wealth Management
New York
$495K +$490K +3,126 +8,931%
CWM
1386
Concentric Wealth Management
California
$494K – – –
BAM
1387
Belpointe Asset Management
Nevada
$492K -$230K -1,466 -32%
SA
1388
SL Advisors
New Jersey
$491K -$294K -1,875 -37%
RMAM
1389
Raab & Moskowitz Asset Management
New Jersey
$491K -$1.57K -10 -0.3%
CWM
1390
Circle Wealth Management
New Jersey
$485K -$313 -2 -0.1%
NFC
1391
Northeast Financial Consultants
Connecticut
$485K – – –
ACP
1392
Aviance Capital Partners
Florida
$484K -$52.8K -337 -10%
WIM
1393
Wittenberg Investment Management
Massachusetts
$483K – – –
HL
1394
HeadInvest LLC
Maine
$474K -$7.84K -50 -2%
MAM
1395
Meeder Asset Management
Ohio
$474K -$56.1K -358 -11%
APG
1396
Abacus Planning Group
South Carolina
$472K +$40.8K +261 +9%
CFA
1397
Cahill Financial Advisors
Minnesota
$471K -$78.6K -501 -14%
GD
1398
Grandfield & Dodd
New York
$471K -$15.7K -100 -3%
BC
1399
Blackhill Capital
New Jersey
$470K – – –
SRCM
1400
Swift Run Capital Management
Virginia
$470K – – –
54 55
56
57 58