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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 %
CW
1801
Cobiz Wealth
Colorado
$266K -$4.75K -25 -2%
SC
1802
Slow Capital
California
$265K +$265K +1,394 New
ATPW
1803
Ashton Thomas Private Wealth
Arizona
$265K +$265K +1,395 New
WGA
1804
Weather Gauge Advisory
Virginia
$264K +$569 +3 +0.2%
OPCM
1805
Osborne Partners Capital Management
California
$263K -$190K -1,000 -42%
TIA
1806
Tandem Investment Advisors
South Carolina
$263K -$70.6K -371 -21%
MWM
1807
Modera Wealth Management
New Jersey
$263K -$36.6K -193 -12%
WA
1808
Wealth Architects
California
$262K -$3.99K -21 -2%
GAM
1809
Gemmer Asset Management
California
$262K +$125K +657 +91%
GWS
1810
Glassman Wealth Services
Virginia
$260K +$35.2K +185 +16%
CIA
1811
CSat Investment Advisory
Michigan
$260K +$110K +582 +74%
BWP
1812
Baldwin Wealth Partners
Massachusetts
$259K -$11.2K -59 -4%
CCA
1813
Conservest Capital Advisors
Pennsylvania
$259K +$20.7K +109 +9%
LDFR
1814
Lehman & Derafelo Financial Resources
Pennsylvania
$258K – – –
CWM
1815
Campbell Wealth Management
Virginia
$257K +$2.09K +11 +0.8%
CCM
1816
Copeland Capital Management
Pennsylvania
$256K -$17.3K -91 -6%
EM
1817
Excalibur Management
Massachusetts
$256K -$951 -5 -0.4%
PHK
1818
Point72 Hong Kong
Hong Kong
$256K +$256K +1,349 New
CCM
1819
Condor Capital Management
New Jersey
$255K – – –
FWM
1820
Fairhaven Wealth Management
Illinois
$254K -$19.2K -101 -7%
FA
1821
FMA Advisory
Pennsylvania
$254K -$7.2K -38 -3%
SEM
1822
Suncoast Equity Management
Florida
$254K – – –
JCM
1823
Jag Capital Management
Missouri
$253K – – –
CA
1824
Cambridge Advisors
Nebraska
$252K -$13.3K -70 -5%
VC
1825
Voit & Company
Wisconsin
$252K – – –
71 72
73
74 75