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McDonald's
MCD

Overview Fund Activity

2,086 hedge funds and large institutions have $111B invested in McDonald's in 2019 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 864 increasing their positions, 798 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,086
Holders Change
+18
Holders Change %
+0.87%
% of All Funds
45.82%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.48%
New
113
Increased
864
Reduced
798
Closed
80
Calls
$1.22B
Puts
$1.45B
Net Calls
-$226M
Net Calls Change
-$327M

Top Buyers

1
BlackRock
BlackRock
New York
+$401M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$394M
3
WCM Investment Management
WCM Investment Management
California
+$165M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$119M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$114M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$408M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$388M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$267M
4
Citadel Advisors
Citadel Advisors
Florida
-$232M
5
Deutsche Bank
Deutsche Bank
Germany
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
1551
Kalos Management
Georgia
$558K -$150K -698 -21%
VST
1552
Van Strum & Towne
California
$558K – – –
SSW
1553
Smith Shellnut Wilson
Mississippi
$558K +$36.3K +169 +7%
LOAMS
1554
Lombard Odier Asset Management (Switzerland)
Switzerland
$558K +$150K +696 +37%
TIA
1555
Tiemann Investment Advisors
California
$557K -$21.3K -99 -4%
HFM
1556
Hartford Financial Management
Connecticut
$557K -$1.07K -5 -0.2%
ZIM
1557
Zacks Investment Management
Illinois
$556K -$7.09K -33 -1%
BBA
1558
BLB&B Advisors
Pennsylvania
$556K – – –
FHC
1559
First Heartland Consultants
Missouri
$556K +$12.3K +57 +2%
OFW
1560
Omnia Family Wealth
Florida
$555K – – –
AIM
1561
Advantage Investment Management
Iowa
$554K +$37.3K +174 +7%
RCA
1562
Ranch Capital Advisors
Florida
$552K +$552K +2,571 New
IP
1563
Investment Partners
Ohio
$549K +$1.5K +7 +0.3%
IFWM
1564
Institute for Wealth Management
Colorado
$547K -$1.06M -4,943 -66%
WEC
1565
Winslow Evans & Crocker
Massachusetts
$546K +$11.2K +52 +2%
CWM
1566
Cornerstone Wealth Management
Missouri
$543K -$72.7K -339 -12%
CIC
1567
Chase Investment Counsel
Virginia
$542K -$46.3K -216 -8%
WI
1568
Wedgewood Investors
Pennsylvania
$542K – – –
HCM
1569
Hodges Capital Management
Texas
$540K -$86K -400 -14%
KF
1570
Krilogy Financial
Missouri
$540K +$79.8K +372 +17%
SMFS
1571
Squar Milner Financial Services
California
$540K +$244K +1,111 +82%
HCM
1572
Howland Capital Management
Massachusetts
$539K +$2.79K +13 +0.5%
AP
1573
Atwood & Palmer
Missouri
$537K – – –
FCT
1574
Family Capital Trust
Massachusetts
$537K – – –
MUS
1575
Mitsubishi UFJ Securities
Japan
$537K +$185K +860 +52%
61 62
63
64 65