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McDonald's
MCD

Overview Fund Activity

1,842 hedge funds and large institutions have $84.3B invested in McDonald's in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 667 increasing their positions, 837 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-44
Holders Change %
-2.33%
% of All Funds
42.28%
Holding in Top 10
70
Holding in Top 10 Change
-33
Holding in Top 10 Change %
-32.04%
% of All Funds
1.61%
New
97
Increased
667
Reduced
837
Closed
118
Calls
$1.07B
Puts
$1.23B
Net Calls
-$155M
Net Calls Change
+$179M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$688M
3
Deutsche Bank
Deutsche Bank
Germany
+$480M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$254M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$360M
2
State Street
State Street
Massachusetts
-$343M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$336M
4
Jennison Associates
Jennison Associates
New York
-$325M
5
MAM
Magellan Asset Management
Australia
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
1751
Holloway Wealth Management
Florida
$73K -$116K – –
BG
1752
Bollard Group
Massachusetts
$71K +$312 +2 +0.4%
HL
1753
Harding Loevner
New Jersey
$71K +$10.3K +66 +17%
SIS
1754
Sound Income Strategies
Florida
$70K -$9.53K -61 -12%
APSP
1755
Asset Planning Services (Pennsylvania)
Pennsylvania
$70K +$468 +3 +0.7%
PGWM
1756
Parisi Gray Wealth Management
New Jersey
$69K +$799 +5 +1%
AWA
1757
Acorn Wealth Advisors
Michigan
$68K -$41.1K -248 -38%
DSN
1758
D. Scott Neal
Kentucky
$63K – – –
EARNEST Partners
1759
EARNEST Partners
Georgia
$62K – – –
MGIA
1760
Moneta Group Investment Advisors
Missouri
$60K -$66.9K -426 -53%
WWM
1761
Wagner Wealth Management
South Carolina
$60K -$6.3K -40 -10%
CA
1762
Crewe Advisors
Utah
$59K -$5.6K -36 -9%
MWM
1763
MinichMacGregor Wealth Management
New York
$58K – – –
PCA
1764
Providence Capital Advisors
North Carolina
$58K +$11.5K +74 +25%
AIM
1765
Anchor Investment Management
South Carolina
$57.2K – – –
LWS
1766
Lucia Wealth Services
California
$56K +$56K +357 New
C
1767
Cerebellum
California
$54K -$155K -985 -74%
SHJ
1768
Sharkey, Howes & Javer
Colorado
$53K – – –
NPP
1769
New Potomac Partners
Maryland
$51K -$118K -750 -70%
TVWM
1770
Tower View Wealth Management
Wisconsin
$51K +$3.43K +22 +7%
TFO
1771
Tarbox Family Office
California
$48K -$50.8K -328 -51%
FPS
1772
Fieldpoint Private Securities
Connecticut
$47K – – –
PWAG
1773
Polaris Wealth Advisory Group
California
$47K +$47K +303 New
WA
1774
WealthTrust-Arizona
Arizona
$45K +$4.09K +26 +10%
WIM
1775
Westside Investment Management
California
$43.4K -$15.8K -100 -27%
69 70
71
72 73