MCD icon

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
1
Geode Capital Management
Massachusetts
$2.28B
2
Citadel Advisors
2
Citadel Advisors
Florida
$461M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$276M
4
UBS Group
4
UBS Group
Switzerland
$1.33B
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$183M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$855M
2
Jennison Associates
2
Jennison Associates
New York
$108M
3
MAM
3
Magellan Asset Management
Australia
$635M
4
Bank of America
4
Bank of America
North Carolina
$2.39B
5
Asset Management One
5
Asset Management One
Japan
$81.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
1NWS
1901
1 North Wealth Services
Maryland
$197K +$1.14K +6 +0.6%
KFS
1902
Kelly Financial Services
Massachusetts
$196K +$196K +1,033 New
BAMG
1903
Brand Asset Management Group
Missouri
$194K – – –
AA
1904
AlphaMark Advisors
Kentucky
$191K – – –
CWM
1905
Catamount Wealth Management
Connecticut
$190K -$23.6K -124 -11%
LJHT
1906
Laurie J. Hall Trustee
$190K – – –
PCP
1907
Proficio Capital Partners
Massachusetts
$187K -$6.06K -32 -3%
ME
1908
McIlrath & Eck
Washington
$187K +$380 +2 +0.2%
FMTCOCP
1909
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$177K +$30.5K +160 +21%
HIIFS
1910
Harel Insurance Investments & Financial Services
Israel
$173K -$135K -710 -44%
BMM
1911
Buffington Mohr McNeal
Idaho
$173K +$173K +911 New
TC
1912
Trust Company
Kansas
$172K +$3.22K +17 +2%
FBT
1913
First Bank & Trust
South Dakota
$170K -$7.98K -42 -4%
LPWM
1914
Lake Point Wealth Management
Texas
$170K -$8.08K -39 -5%
SIA
1915
SeaBridge Investment Advisors
New Jersey
$169K – – –
BCA
1916
Berman Capital Advisors
Georgia
$166K +$44.1K +236 +36%
FEG
1917
Financial Enhancement Group
Indiana
$164K +$38.1K +200 +30%
MGIA
1918
Moneta Group Investment Advisors
Missouri
$163K -$346K -1,823 -68%
BWA
1919
Burt Wealth Advisors
Maryland
$161K – – –
TC
1920
Truvestments Capital
Florida
$158K +$158K +831 New
ACM
1921
AUA Capital Management
Pennsylvania
$155K – – –
CWM
1922
Cranbrook Wealth Management
Michigan
$155K – – –
PWM
1923
PRW Wealth Management
Massachusetts
$151K -$11.6K -61 -7%
MWM
1924
Mascoma Wealth Management
New Hampshire
$146K – – –
VCM
1925
Vigilant Capital Management
Maine
$144K -$6.66K -35 -4%
75 76
77
78 79