MCD icon

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 %
FPIS
1576
Financial Planning & Information Services
Wisconsin
$283K – – –
FM
1577
Family Management
New York
$283K – – –
RAM
1578
Redmond Asset Management
Virginia
$283K – – –
AAS
1579
Annex Advisory Services
Wisconsin
$283K +$7.37K +47 +3%
CS
1580
Comerica Securities
Michigan
$283K +$51.7K +330 +22%
SLT
1581
St Louis Trust
Missouri
$282K -$392K -2,500 -58%
HI
1582
Hudock Inc
Pennsylvania
$282K +$938 +6 +0.3%
UF
1583
Univest Financial
Pennsylvania
$281K +$2.2K +14 +0.8%
SMG
1584
Spectrum Management Group
Indiana
$281K +$2.98K +19 +1%
DWM
1585
Darwin Wealth Management
Florida
$281K +$23.6K +151 +9%
BC
1586
Banced Corp
Illinois
$281K +$63.6K +406 +29%
EWF
1587
Epstein & White Financial
California
$280K -$26.3K -168 -9%
CCM
1588
Copeland Capital Management
Pennsylvania
$280K – – –
RM
1589
Resource Management
Louisiana
$278K -$4.07K -26 -1%
WEC
1590
Winslow Evans & Crocker
Massachusetts
$276K – – –
AWE
1591
Avidian Wealth Enterprises
Texas
$276K +$1.26K +8 +0.5%
BFM
1592
Boothbay Fund Management
New York
$276K +$5.64K +36 +2%
SIM
1593
Sonora Investment Management
Arizona
$275K – – –
CCA
1594
Clearwater Capital Advisors
Illinois
$275K +$8.62K +55 +3%
FPCG
1595
Fort Pitt Capital Group
Pennsylvania
$275K +$50.8K +324 +23%
FNBSF
1596
First National Bank Sioux Falls
South Dakota
$274K – – –
SSWM
1597
Smith Salley Wealth Management
North Carolina
$273K +$18K +115 +7%
SFS
1598
Strategic Financial Services
New York
$272K -$1.57K -10 -0.6%
FNBOO
1599
First National Bank of Omaha
Nebraska
$272K +$1.57K +10 +0.6%
PAIM
1600
Punch & Associates Investment Management
Minnesota
$272K +$272K +1,735 New
62 63
64
65 66