MCD icon

McDonald's
MCD

Overview Fund Activity

2,044 hedge funds and large institutions have $99.9B invested in McDonald's in 2019 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 783 increasing their positions, 840 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,044
Holders Change
+45
Holders Change %
+2.25%
% of All Funds
44.31%
Holding in Top 10
98
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-16.24%
% of All Funds
2.12%
New
143
Increased
783
Reduced
840
Closed
76
Calls
$1.29B
Puts
$1.21B
Net Calls
+$77.7M
Net Calls Change
+$340M

Top Buyers

1
Geode Capital Management
Geode Capital Management
Massachusetts
$2.28B
2
Citadel Advisors
Citadel Advisors
Florida
$461M
3
Marshall Wace
Marshall Wace
United Kingdom
$276M
4
UBS Group
UBS Group
Switzerland
$1.33B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$183M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$855M
2
Jennison Associates
Jennison Associates
New York
$108M
3
MAM
Magellan Asset Management
Australia
$635M
4
Bank of America
Bank of America
North Carolina
$2.39B
5
Asset Management One
Asset Management One
Japan
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
KMWM
1726
Keudell/Morrison Wealth Management
Oregon
$323K +$323K +1,699 New
W
1727
WealthOne
New York
$322K -$17.5K -92 -5%
TCM
1728
Tradition Capital Management
New Jersey
$322K – – –
WAS
1729
Winch Advisory Services
Wisconsin
$322K +$4.94K +26 +2%
SFS
1730
Summit Financial Strategies
Ohio
$322K +$25.7K +135 +9%
CIAS
1731
Capital Investment Advisory Services
North Carolina
$321K -$4.56K -24 -1%
HGWM
1732
Harvest Group Wealth Management
Massachusetts
$321K -$4.56K -24 -1%
FI
1733
Financial Insights
Washington
$321K -$1.38K -7 -0.4%
VWM
1734
Valley Wealth Managers
New Jersey
$320K – – –
BCI
1735
Brinker Capital Investments
Pennsylvania
$320K +$167K +880 +109%
AIP
1736
Almanack Investment Partners
Pennsylvania
$318K -$44.3K -233 -12%
PAS
1737
Partnervest Advisory Services
California
$318K +$10.8K +57 +4%
TAM
1738
Trillium Asset Management
Massachusetts
$317K +$317K +1,668 New
DS
1739
DRW Securities
Illinois
$316K +$316K +1,664 New
AFIA
1740
America First Investment Advisors
Nebraska
$315K – – –
ZF
1741
Zhang Financial
Michigan
$314K +$3.8K +20 +1%
WOC
1742
West Oak Capital
California
$313K – – –
PWAC
1743
Private Wealth Advisors (California)
California
$313K +$1.71K +9 +0.5%
LB
1744
Legacy Bridge
Iowa
$312K – – –
GWM
1745
GSB Wealth Management
Connecticut
$311K – – –
CIP
1746
Capital Insight Partners
Arizona
$309K -$18.4K -97 -6%
BS
1747
Bessemer Securities
New York
$309K – – –
CAL
1748
Capital Advisors Ltd
Ohio
$308K +$190 +1 +0.1%
MYIA
1749
Mount Yale Investment Advisors
Colorado
$307K -$26.6K -140 -8%
B
1750
Brightworth
Georgia
$307K -$15K -79 -5%
68 69
70
71 72