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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 %
RFA
1626
Reilly Financial Advisors
California
$254K -$19.6K -125 -7%
HDIM
1627
Hanson & Doremus Investment Management
Vermont
$254K – – –
GBBWRPM
1628
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$254K – – –
RI
1629
RWWM Inc
California
$251K +$251K +1,599 New
WAG
1630
Winthrop Advisory Group
Massachusetts
$248K -$9.08K -58 -4%
SAM
1631
Summit Asset Management
Tennessee
$248K +$16.3K +104 +7%
BIAS
1632
Beacon Investment Advisory Services
New Jersey
$247K -$58.4K -373 -19%
CRIG
1633
Charter Research & Investment Group
Connecticut
$247K – – –
HA
1634
Hays Advisory
Tennessee
$246K -$22.1K -141 -8%
WAS
1635
Winch Advisory Services
Wisconsin
$246K +$1.1K +7 +0.4%
JGUA
1636
John G. Ullman & Associates
New York
$246K +$4.7K +30 +2%
CIP
1637
Capital Insight Partners
Arizona
$246K +$5.81K +37 +2%
GTAM
1638
Global Trust Asset Management
Florida
$245K – – –
1IA
1639
1834 Investment Advisors
Wisconsin
$244K -$14K -89 -5%
CIAS
1640
Capital Investment Advisory Services
North Carolina
$244K -$7.52K -48 -3%
SFS
1641
Summit Financial Strategies
Ohio
$244K – – –
AAM
1642
American Asset Management
Florida
$243K – – –
FIA
1643
FNY Investment Advisers
New York
$243K +$243K +1,555 New
WSC
1644
Wellington Shields & Co
New York
$242K +$1.41K +9 +0.6%
PC
1645
Port Capital
Illinois
$241K -$86.4K -551 -26%
ECAM
1646
East Coast Asset Management
Massachusetts
$241K – – –
RA
1647
Rational Advisors
New York
$240K -$882K -5,643 -79%
BIA
1648
Bigelow Investment Advisors
Maine
$240K -$16.2K -103 -6%
PA
1649
Planning Alternatives
Michigan
$240K +$240K +1,532 New
TI
1650
Truepoint Inc
Ohio
$238K +$206K +1,315 +635%
64 65
66
67 68