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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
$783M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.83B
4
A
AustralianSuper
Australia
$180M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.05B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.73B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.12M
3
BlackRock
BlackRock
New York
$8.23B
4
Two Sigma Advisers
Two Sigma Advisers
New York
$45.4M
5
Wells Fargo
Wells Fargo
California
$1.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
1551
Pinion Investment Advisors
Kansas
$305K +$7.06K +45 +2%
KA
1552
Kaizen Advisory
Illinois
$304K +$183K +1,166 +150%
CBA
1553
Coastal Bridge Advisors
Connecticut
$303K +$627 +4 +0.2%
ECM
1554
Estabrook Capital Management
New York
$301K – – –
NCM
1555
Nelson Capital Management
California
$300K -$207K -1,320 -41%
CWM
1556
Cabot Wealth Management
Massachusetts
$300K +$300K +1,916 New
CG
1557
Corundum Group
Colorado
$299K -$1.25K -8 -0.4%
BIC
1558
Beach Investment Counsel
Pennsylvania
$299K – – –
BIM
1559
Baldwin Investment Management
Pennsylvania
$299K +$299K +1,908 New
LOAMS
1560
Lombard Odier Asset Management (Switzerland)
Switzerland
$298K -$149K -949 -33%
HIS
1561
Horizon Investment Services
Indiana
$298K -$32.9K -210 -10%
VAM
1562
Visionary Asset Management
Texas
$297K – – –
GRP
1563
Global Retirement Partners
California
$297K +$27.3K +174 +10%
PWPS
1564
Pinnacle Wealth Planning Services
Ohio
$295K +$41.3K +263 +16%
DWM
1565
Dakota Wealth Management
Florida
$294K +$294K +1,872 New
TSW
1566
Thompson Siegel & Walmsley
Virginia
$293K – – –
DT
1567
Diversified Trust
Tennessee
$291K -$13.5K -86 -4%
SAM
1568
Shikiar Asset Management
New York
$290K – – –
LI
1569
Lafayette Investments
Maryland
$290K +$628 +4 +0.2%
SIA
1570
Starfire Investment Advisers
Michigan
$289K – – –
PHAM
1571
Palisades Hudson Asset Management
Florida
$287K – – –
GAG
1572
GM Advisory Group
New York
$287K – – –
KM
1573
Kalos Management
Georgia
$287K +$287K +1,827 New
AIM
1574
Advantage Investment Management
Iowa
$286K -$187K -1,191 -39%
JIP
1575
Jaffetilchin Investment Partners
Florida
$286K +$11.3K +72 +4%
61 62
63
64 65