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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 %
BCP
1451
Berkeley Capital Partners
Georgia
$400K +$42.1K +269 +12%
CBT
1452
Central Bank & Trust
Kentucky
$400K +$66.4K +424 +20%
WI
1453
Wedgewood Investors
Pennsylvania
$396K – – –
LCM
1454
LVM Capital Management
Michigan
$395K -$3.92K -25 -1%
BI
1455
Ballast Inc
Kentucky
$395K – – –
KFA
1456
Kelleher Financial Advisors
New York
$394K – – –
HI
1457
Hendershot Investments
Virginia
$394K – – –
SAA
1458
Southeast Asset Advisors
Georgia
$394K +$1.25K +8 +0.3%
PG
1459
Patten Group
Tennessee
$393K -$2.51K -16 -0.6%
SCG
1460
Sonata Capital Group
Washington
$392K – – –
IP
1461
Investment Partners
Ohio
$392K +$1.1K +7 +0.3%
RIS
1462
Retirement Income Solutions
Michigan
$391K +$3.92K +25 +1%
DDC
1463
DF Dent & Co
Maryland
$391K +$62.7K +400 +19%
NSAM
1464
North Star Asset Management
Wisconsin
$390K – – –
GIM
1465
Greylin Investment Management
Virginia
$388K – – –
SGAM
1466
Steinberg Global Asset Management
Florida
$386K +$13.2K +84 +4%
VNA
1467
VNBTrust National Association
Virginia
$385K – – –
PCM
1468
Princeton Capital Management
New Jersey
$382K -$54.9K -350 -13%
DSC
1469
Duncker Streett & Co
Missouri
$380K – – –
LFG
1470
LifePlan Financial Group
Ohio
$380K – – –
LA
1471
Lau Associates
Delaware
$375K +$157K +1,000 +72%
OPCM
1472
Osborne Partners Capital Management
California
$374K – – –
MWPCG
1473
Measured Wealth Private Client Group
New Hampshire
$372K +$372K +2,374 New
BC
1474
Brinker Capital
Pennsylvania
$371K -$100K -640 -21%
FNBOH
1475
First National Bank of Hutchinson
Kansas
$370K – – –
57 58
59
60 61