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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 %
DT
1726
Diversified Trust
Tennessee
$391K -$11.6K -54 -3%
JIP
1727
JBJ Investment Partners
South Carolina
$388K +$85.2K +397 +28%
SC
1728
Skylands Capital
Wisconsin
$386K -$21.4K -100 -5%
SLT
1729
St Louis Trust
Missouri
$386K – – –
WCF
1730
West Coast Financial
California
$384K – – –
MWM
1731
Meridian Wealth Management
Kentucky
$384K +$38.4K +179 +11%
VIM
1732
Veritas Investment Management
United Kingdom
$382K +$382K +1,780 New
AAM
1733
AMI Asset Management
California
$381K +$381K +1,776 New
CAC
1734
Certified Advisory Corp
Florida
$379K +$127K +592 +50%
RPG
1735
Resource Planning Group
Georgia
$378K +$1.72K +8 +0.5%
SAM
1736
Shikiar Asset Management
New York
$376K -$21.5K -100 -5%
HDIM
1737
Hanson & Doremus Investment Management
Vermont
$375K – – –
FNBSF
1738
First National Bank Sioux Falls
South Dakota
$374K +$7.52K +35 +2%
VCM
1739
Vigilant Capital Management
Maine
$374K +$208K +971 +126%
EIG
1740
Ellenbecker Investment Group
Wisconsin
$373K +$429 +2 +0.1%
MCM
1741
Marathon Capital Management
Maryland
$369K – – –
GAG
1742
GM Advisory Group
New York
$368K -$26.2K -122 -7%
BIC
1743
Beach Investment Counsel
Pennsylvania
$367K -$42.9K -200 -10%
AIP
1744
Almanack Investment Partners
Pennsylvania
$366K +$7.51K +35 +2%
BW
1745
Biegel & Waller
Maryland
$365K +$18.7K +87 +5%
SSWM
1746
Smith Salley Wealth Management
North Carolina
$362K – – –
ECM
1747
Estabrook Capital Management
New York
$361K -$21.5K -100 -6%
KMWM
1748
Keudell/Morrison Wealth Management
Oregon
$360K -$9.67K -45 -3%
IBOK
1749
Independence Bank of Kentucky
Kentucky
$360K +$80.8K +376 +29%
SFS
1750
Summit Financial Strategies
Ohio
$357K – – –
68 69
70
71 72