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McDonald's
MCD

Overview Fund Activity

1,999 hedge funds and large institutions have $93.2B invested in McDonald's in 2018 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 691 increasing their positions, 792 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,999
Holders Change
+161
Holders Change %
+8.76%
% of All Funds
44.61%
Holding in Top 10
117
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+98.31%
% of All Funds
2.61%
New
257
Increased
691
Reduced
792
Closed
78
Calls
$1.12B
Puts
$1.38B
Net Calls
-$263M
Net Calls Change
-$145M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$503M
2
AIG
American International Group
New York
+$418M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$352M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$245M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$230M

Top Sellers

1
BlackRock
BlackRock
New York
-$386M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$365M
3
Capital World Investors
Capital World Investors
California
-$347M
4
Citadel Advisors
Citadel Advisors
Florida
-$313M
5
State Street
State Street
Massachusetts
-$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
1401
San Francisco Sentry Investment Group
California
$607K +$32.7K +184 +6%
VWM
1402
Venturi Wealth Management
Texas
$607K +$607K +3,472 New
HFM
1403
Hartford Financial Management
Connecticut
$606K -$91.3K -514 -13%
BOS
1404
Bingham Osborn & Scarborough
California
$604K +$215K +1,210 +55%
MA
1405
MCF Advisors
Kentucky
$602K – – –
FIM
1406
Fernwood Investment Management
Massachusetts
$601K – – –
NIM
1407
NuWave Investment Management
New Jersey
$601K +$477K +2,687 +385%
BWM
1408
BigSur Wealth Management
Florida
$599K – – –
CL
1409
CPWM LLC
Washington
$599K +$8.52K +48 +1%
NERM
1410
New England Research & Management
Illinois
$598K – – –
TW
1411
TrinityPoint Wealth
Connecticut
$597K +$597K +3,361 New
SWM
1412
Stockman Wealth Management
Montana
$594K -$54.5K -307 -8%
PPP
1413
Private Portfolio Partners
New Jersey
$594K +$594K +3,344 New
CAI
1414
Capital Advisors Inc
Oklahoma
$590K +$21.8K +123 +4%
AIS
1415
American Investment Services
Massachusetts
$585K -$30.2K -170 -5%
CICI
1416
Capital Investment Counsel Inc
North Carolina
$583K -$23.3K -131 -4%
BCP
1417
Berkeley Capital Partners
Georgia
$583K +$120K +675 +26%
RIG
1418
Renaissance Investment Group
Massachusetts
$582K -$8.88K -50 -2%
BDWM
1419
Brewin Dolphin Wealth Management
Ireland
$581K – – –
ACP
1420
Aviance Capital Partners
Florida
$579K +$36K +203 +7%
HPC
1421
HM Payson & Co
Maine
$577K -$47.9M -269,279 -99%
MIM
1422
Miller Investment Management
Pennsylvania
$577K – – –
SFWA
1423
Summit Financial Wealth Advisors
Louisiana
$576K +$5.69K +32 +1%
RMAM
1424
Raab & Moskowitz Asset Management
New Jersey
$576K +$104K +587 +22%
FIM
1425
Freedom Investment Management
Connecticut
$575K +$54.1K +305 +10%
55 56
57
58 59