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McDonald's
MCD

Overview Fund Activity

1,838 hedge funds and large institutions have $88.5B invested in McDonald's in 2018 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 667 increasing their positions, 800 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,838
Holders Change
-28
Holders Change %
-1.5%
% of All Funds
42.09%
Holding in Top 10
59
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-10.61%
% of All Funds
1.35%
New
80
Increased
667
Reduced
800
Closed
91
Calls
$959M
Puts
$1.08B
Net Calls
-$118M
Net Calls Change
+$86.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.35B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.46B
3
State Street
State Street
Massachusetts
$6.72B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$985M
5
Citadel Advisors
Citadel Advisors
Florida
$352M

Top Sellers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
2
Jennison Associates
Jennison Associates
New York
$721M
3
Deutsche Bank
Deutsche Bank
Germany
$644M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$39.6M
5
APG Asset Management
APG Asset Management
Netherlands
$468M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1501
Wealth Architects
California
$326K +$326K +1,947 New
KWM
1502
Kingsview Wealth Management
Oregon
$325K -$260K -1,558 -44%
KA
1503
Kaizen Advisory
Illinois
$325K – – –
AAS
1504
Annex Advisory Services
Wisconsin
$325K +$22.8K +136 +8%
MHIM
1505
MacNealy Hoover Investment Management
Ohio
$324K -$2.51K -15 -0.8%
CBA
1506
Coastal Bridge Advisors
Connecticut
$324K +$502 +3 +0.2%
NCM
1507
Nelson Capital Management
California
$323K +$2.67K +16 +0.8%
PWPS
1508
Pinnacle Wealth Planning Services
Ohio
$322K +$7.36K +44 +2%
WF
1509
WealthTrust Fairport
Ohio
$322K +$131K +783 +69%
ECM
1510
Estabrook Capital Management
New York
$322K – – –
CWM
1511
Cabot Wealth Management
Massachusetts
$321K – – –
BIC
1512
Beach Investment Counsel
Pennsylvania
$320K – – –
SSG
1513
Summit Securities Group
New York
$318K -$1.64M -9,800 -84%
LOAMS
1514
Lombard Odier Asset Management (Switzerland)
Switzerland
$318K – – –
SCM
1515
Suffolk Capital Management
New York
$315K -$12.7M -75,836 -98%
CCA
1516
Clearwater Capital Advisors
Illinois
$315K +$21.1K +126 +7%
LFA
1517
Legacy Financial Advisors
Kentucky
$313K -$16.7K -100 -5%
ACM
1518
Argent Capital Management
Missouri
$313K -$15.1K -90 -5%
TSW
1519
Thompson Siegel & Walmsley
Virginia
$313K – – –
SIM
1520
Sonora Investment Management
Arizona
$311K +$16.8K +100 +6%
LI
1521
Lafayette Investments
Maryland
$310K +$670 +4 +0.2%
WEC
1522
Winslow Evans & Crocker
Massachusetts
$310K +$15.1K +90 +5%
SAM
1523
Shikiar Asset Management
New York
$309K – – –
SIA
1524
Starfire Investment Advisers
Michigan
$308K – – –
BBA
1525
Braun-Bostich & Associates
Pennsylvania
$308K +$28.1K +168 +10%
59 60
61
62 63