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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 %
RFM
1401
Royal Fund Management
Florida
$469K -$41K -262 -8%
WCA
1402
Waratah Capital Advisors
Ontario, Canada
$469K +$469K +2,994 New
MWM
1403
Merriman Wealth Management
Washington
$468K -$4.7K -30 -1%
SFG
1404
SNS Financial Group
Minnesota
$467K -$36.2K -231 -7%
GRQ
1405
Gardner Russo & Quinn
Pennsylvania
$465K -$42.3K -270 -8%
OFW
1406
Omnia Family Wealth
Florida
$464K – – –
TCOO
1407
Trust Company of Oklahoma
Oklahoma
$461K – – –
AW
1408
Alpha Windward
Massachusetts
$460K -$157 -1 -0%
HTHT
1409
Hemenway Trust Hemenway Trust
New Hampshire
$460K – – –
VWA
1410
V Wealth Advisors
Kansas
$460K – – –
SXL
1411
Summit X LLC
Missouri
$459K +$5.35K +34 +1%
HCM
1412
Howland Capital Management
Massachusetts
$454K -$7.83K -50 -2%
LSV Asset Management
1413
LSV Asset Management
Illinois
$454K – – –
CP
1414
Cumberland Partners
Ontario, Canada
$454K +$454K +2,898 New
SFSIG
1415
San Francisco Sentry Investment Group
California
$453K -$429K -2,744 -49%
KLWA
1416
Kelly Lawrence W & Associates
California
$453K – – –
SFG
1417
Summit Financial Group
West Virginia
$450K – – –
MCM
1418
McKinley Capital Management
Alaska
$449K -$28.2K -180 -6%
CA
1419
Calton & Associates
Florida
$448K -$68.8K -433 -13%
NME
1420
Notis-McConarty Edward
$447K -$31.4K -200 -7%
TW
1421
Transform Wealth
Colorado
$447K -$31.3K -200 -7%
WCM
1422
Whitener Capital Management
North Carolina
$447K – – –
STMM
1423
South Texas Money Management
Texas
$446K -$119K -761 -21%
ECM
1424
Elgethun Capital Management
South Dakota
$445K -$13.8K -88 -3%
SCCM
1425
Schafer Cullen Capital Management
New York
$443K -$242K -1,548 -35%
55 56
57
58 59