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McDonald's
MCD

Overview Fund Activity

1,999 hedge funds and large institutions have $93.2B invested in McDonald's in 2018 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 691 increasing their positions, 792 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,999
Holders Change
+161
Holders Change %
+8.76%
% of All Funds
44.61%
Holding in Top 10
117
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+98.31%
% of All Funds
2.61%
New
257
Increased
691
Reduced
792
Closed
78
Calls
$1.12B
Puts
$1.38B
Net Calls
-$263M
Net Calls Change
-$145M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.79B
2
AIG
American International Group
New York
$476M
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.38B
4
Two Sigma Advisers
Two Sigma Advisers
New York
$251M
5
Vanguard Group
Vanguard Group
Pennsylvania
$11.8B

Top Sellers

1
BlackRock
BlackRock
New York
$8.83B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$957M
3
Capital World Investors
Capital World Investors
California
$2.71B
4
Citadel Advisors
Citadel Advisors
Florida
$61M
5
State Street
State Street
Massachusetts
$6.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
1776
Cable Hill Partners
Oregon
$243K +$178 +1 +0.1%
LDFR
1777
Lehman & Derafelo Financial Resources
Pennsylvania
$242K +$242K +1,360 New
Mawer Investment Management
1778
Mawer Investment Management
Alberta, Canada
$241K – – –
BWM
1779
BT Wealth Management
Georgia
$241K +$241K +1,370 New
EM
1780
Excalibur Management
Massachusetts
$240K – – –
IPW
1781
Inlet Private Wealth
Florida
$240K +$240K +1,350 New
BWAM
1782
Boyd Watterson Asset Management
Ohio
$238K -$238K -1,341 -50%
SEM
1783
Suncoast Equity Management
Florida
$238K – – –
CCM
1784
Condor Capital Management
New Jersey
$238K – – –
CWM
1785
Campbell Wealth Management
Virginia
$238K +$238K +1,343 New
JCM
1786
Jag Capital Management
Missouri
$236K – – –
BFG
1787
Barber Financial Group
Kansas
$236K +$178 +1 +0.1%
VC
1788
Voit & Company
Wisconsin
$235K +$235K +1,325 New
CHA
1789
Cedar Hill Associates
Illinois
$234K – – –
AC
1790
Avestar Capital
New York
$233K -$347 -2 -0.1%
CW
1791
CreativeOne Wealth
Kansas
$233K +$233K +1,311 New
TW
1792
Transform Wealth
Colorado
$232K – – –
PWSG
1793
Pacific Wealth Strategies Group
California
$232K +$232K +1,309 New
PI
1794
PineBridge Investments
New York
$231K -$41.3M -232,785 -99%
HHGA
1795
Halbert Hargrove Global Advisors
California
$230K -$3.55K -20 -2%
NF
1796
Nikulski Financial
Iowa
$228K -$17.8K -100 -7%
LFA
1797
Landmark Financial Advisors
Kentucky
$228K – – –
SFM
1798
Signet Financial Management
New Jersey
$228K +$355 +2 +0.2%
DDPIC
1799
Deroy & Devereaux Private Investment Counsel
Michigan
$226K – – –
TI
1800
Truepoint Inc
Ohio
$225K +$709 +4 +0.3%
70 71
72
73 74