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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.

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 Market Value Shares Shares
Change 		Shares
Change %
CH
2001
Canton Hathaway
Rhode Island
$35K 187 +187 New
GIC
2002
Gantzert Investment Company
Illinois
$33K 175 – –
CGT
2003
Capital Guardian Trust
California
$33K 176 +176 New
APC
2004
Aspire Private Capital
North Carolina
$32K 167 -12 -7%
MAM
2005
Marquette Asset Management
Minnesota
$31K 162 +162 New
LWA
2006
Lenox Wealth Advisors
New York
$30K 160 – –
MWC
2007
MKD Wealth Coaches
Michigan
$29K 152 +152 New
POIA
2008
Pin Oak Investment Advisors
Texas
$27K 140 -105 -43%
BHWM
2009
Bay Harbor Wealth Management
Maryland
$27K 144 – –
RAM
2010
Riggs Asset Management
Pennsylvania
$25K 135 – –
PCA
2011
Providence Capital Advisors
North Carolina
$24K 124 – –
CIA
2012
Cascade Investment Advisors
Oregon
$22.6K 119 – –
AWA
2013
Artemis Wealth Advisors
New York
$21.5K 113 – –
AIS
2014
Accurate Investment Solutions
Pennsylvania
$20K 106 – –
LPC
2015
Loeb Partners Corp
New York
$19K 100 – –
LYV
2016
Live Your Vision
Pennsylvania
$19K 100 – –
BC
2017
Barnett & Company
Tennessee
$18K 93 – –
PGAM
2018
Princeton Global Asset Management
New Jersey
$18K 98 – –
CFD
2019
Creative Financial Designs
Indiana
$18K 97 +4 +4%
ST
2020
Sageworth Trust
Pennsylvania
$17K 91 +87 +2,175%
HS
2021
Horan Securities
United States
$16K 84 – –
LWA
2022
Lowe Wealth Advisors
Maryland
$13K 70 – –
SHIM
2023
Stone House Investment Management
Pennsylvania
$12K 64 +64 New
TCM
2024
TD Capital Management
Tennessee
$11K 56 – –
SCM
2025
Shelton Capital Management
Colorado
$10.2K 1,939 -8,344 -81%
79 80
81
82 83