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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 %
CAL
1576
Capital Advisors Ltd
Ohio
$271K +$55.6K +332 +26%
GTAM
1577
Global Trust Asset Management
Florida
$270K +$8.36K +50 +3%
PAG
1578
Pinnacle Advisory Group
Maryland
$270K +$270K +1,615 New
BIM
1579
Baldwin Investment Management
Pennsylvania
$269K -$50.2K -300 -16%
WAS
1580
Winch Advisory Services
Wisconsin
$268K +$5.35K +32 +2%
PD
1581
Planning Directions
Pennsylvania
$268K +$43K +257 +19%
CAGAS
1582
Capital Advisory Group Advisory Services
Minnesota
$267K -$6.65K -40 -2%
FDS
1583
Freedom Day Solutions
Texas
$267K +$17.5K +105 +7%
IBOK
1584
Independence Bank of Kentucky
Kentucky
$267K +$56K +335 +27%
B
1585
Brightworth
Georgia
$266K +$20.9K +125 +9%
SAM
1586
Summit Asset Management
Tennessee
$265K – – –
WAG
1587
Winthrop Advisory Group
Massachusetts
$265K +$501 +3 +0.2%
CIAS
1588
Capital Investment Advisory Services
North Carolina
$265K +$4.84K +29 +2%
JGUA
1589
John G. Ullman & Associates
New York
$263K – – –
CRIG
1590
Charter Research & Investment Group
Connecticut
$263K – – –
CIP
1591
Capital Insight Partners
Arizona
$262K – – –
CIP
1592
Convergence Investment Partners
Florida
$262K +$12.9K +77 +5%
RCM
1593
RB Capital Management
Nevada
$261K -$27.9K -167 -10%
SFS
1594
Summit Financial Strategies
Ohio
$261K – – –
PC
1595
Port Capital
Illinois
$261K +$4.01K +24 +2%
PFA
1596
Pure Financial Advisors
California
$261K +$261K +1,558 New
BCB
1597
Brian C. Broderick
$260K -$16.8K -100 -6%
AAM
1598
American Asset Management
Florida
$260K – – –
1IA
1599
1834 Investment Advisors
Wisconsin
$260K – – –
WSC
1600
Wellington Shields & Co
New York
$260K +$1.34K +8 +0.5%
62 63
64
65 66