MCD icon

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 %
NEPWA
1851
New England Private Wealth Advisors
Massachusetts
$270K – – –
HHGA
1852
Halbert Hargrove Global Advisors
California
$269K -$3.87K -18 -1%
EGM
1853
Engineers Gate Manager
New York
$268K -$8.88M -41,374 -97%
CHAM
1854
Clear Harbor Asset Management
Connecticut
$268K +$268K +1,250 New
GCA
1855
Greenwood Capital Associates
South Carolina
$267K -$18.1K -84 -6%
NEIRG
1856
New England Investment & Retirement Group
Massachusetts
$267K +$267K +1,245 New
BCI
1857
Brinker Capital Investments
Pennsylvania
$266K -$103K -479 -28%
FAN
1858
Financial Advisors Network
California
$266K +$429 +2 +0.2%
SL
1859
Salomon & Ludwin
Virginia
$265K -$9.88K -46 -4%
BP
1860
Broadleaf Partners
Ohio
$264K – – –
OAM
1861
Occidental Asset Management
California
$263K – – –
VC
1862
Voit & Company
Wisconsin
$263K – – –
CIS
1863
Connors Investor Services
Pennsylvania
$262K – – –
WA
1864
Wealth Architects
California
$261K -$7.08K -33 -3%
BWP
1865
Baldwin Wealth Partners
Massachusetts
$260K – – –
BWAM
1866
Boyd Watterson Asset Management
Ohio
$260K – – –
AC
1867
Arjuna Capital
North Carolina
$260K +$260K +1,211 New
TIM
1868
Tortoise Investment Management
New York
$259K -$20.4K -95 -7%
PVWM
1869
Point View Wealth Management
New Jersey
$258K -$1.07K -5 -0.4%
OPTFSNA
1870
Old Point Trust & Financial Services N A
Virginia
$258K – – –
CGA
1871
Crescent Grove Advisors
Illinois
$258K +$27.9K +130 +12%
IPW
1872
Inlet Private Wealth
Florida
$258K +$27.9K +130 +12%
MGIA
1873
Matthew Goff Investment Advisor
Texas
$256K – – –
SHWM
1874
Smith & Howard Wealth Management
Georgia
$256K +$36.1K +168 +16%
MTC
1875
McDaniel Terry & Co
Texas
$256K +$256K +1,192 New
73 74
75
76 77