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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
$11.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.87B
3
WCM Investment Management
WCM Investment Management
California
$165M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$142M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$247M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$4.15B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.17B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$3.13B
4
Citadel Advisors
Citadel Advisors
Florida
$118M
5
Deutsche Bank
Deutsche Bank
Germany
$520M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
1826
Noesis Capital Mangement
Florida
$302K +$24.5K +114 +9%
PHAM
1827
Palisades Hudson Asset Management
Florida
$301K – – –
RSWM
1828
Robertson Stephens Wealth Management
California
$301K +$301K +1,400 New
HSWM
1829
Hubbell Strickland Wealth Management
Louisiana
$300K +$300K +1,399 New
FMTC
1830
Farmers & Merchants Trust Company
California
$299K +$1.08K +5 +0.4%
OPCM
1831
Osborne Partners Capital Management
California
$298K – – –
LDFR
1832
Lehman & Derafelo Financial Resources
Pennsylvania
$298K +$5.8K +27 +2%
BCA
1833
Bay Colony Advisors
Massachusetts
$296K +$21.9K +102 +8%
MSFP
1834
Mark Sheptoff Financial Planning
Connecticut
$295K +$26.8K +125 +10%
GM
1835
GeoWealth Management
Illinois
$295K +$295K +1,374 New
CHP
1836
Cable Hill Partners
Oregon
$294K – – –
1IA
1837
1834 Investment Advisors
Wisconsin
$289K +$25.8K +120 +10%
CCM
1838
Condor Capital Management
New Jersey
$288K – – –
ECM
1839
EagleClaw Capital Management
Massachusetts
$287K +$287K +1,341 New
EM
1840
Excalibur Management
Massachusetts
$284K -$5.38K -25 -2%
BEI
1841
Benjamin Edwards Inc
Missouri
$284K +$23.8K +111 +9%
BFIC
1842
Bedell Frazier Investment Counselling
California
$282K – – –
FSC
1843
Full Sail Capital
Oklahoma
$279K +$87.7K +450 +46%
BFG
1844
Barber Financial Group
Kansas
$276K +$215 +1 +0.1%
MHIM
1845
MacNealy Hoover Investment Management
Ohio
$273K -$2.15K -10 -0.8%
DOA
1846
D'Orazio & Associates
Virginia
$273K +$1.29K +6 +0.5%
KTM
1847
Keeler Thomas Management
Utah
$273K +$273K +1,273 New
BCM
1848
Becker Capital Management
Oregon
$272K – – –
SFM
1849
Signet Financial Management
New Jersey
$272K +$23.7K +123 +10%
NQWM
1850
Northwest Quadrant Wealth Management
Oregon
$271K +$271K +1,291 New
72 73
74
75 76