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McDonald's
MCD

Overview Fund Activity

2,068 hedge funds and large institutions have $108B invested in McDonald's in 2019 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 796 increasing their positions, 868 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,068
Holders Change
+24
Holders Change %
+1.17%
% of All Funds
44.99%
Holding in Top 10
119
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21.43%
% of All Funds
2.59%
New
119
Increased
796
Reduced
868
Closed
69
Calls
$1.19B
Puts
$1.09B
Net Calls
+$100M
Net Calls Change
+$22.7M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.19B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.44B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.42B
4
Vanguard Group
Vanguard Group
Pennsylvania
$13.9B
5
MCM
Melvin Capital Management
New York
$264M

Top Sellers

1
AIG
American International Group
New York
$67.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.41B
3
Capital World Investors
Capital World Investors
California
$614M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$779M
5
Renaissance Technologies
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
2001
Lee Financial
Texas
$72K – – –
RFWA
2002
RPg Family Wealth Advisory
Massachusetts
$71.6K – – –
SHJ
2003
Sharkey, Howes & Javer
Colorado
$71K – – –
IWA
2004
Intercontinental Wealth Advisors
Texas
$68K – – –
FBT
2005
First Bank & Trust
South Dakota
$66K -$119K -575 -64%
CFN
2006
Cordasco Financial Network
Florida
$65K -$12.4K -60 -16%
FMP
2007
Financial Management Professionals
Texas
$65K +$65K +315 New
SWP
2008
Strategic Wealth Partners
Ohio
$64K +$20.8K +100 +48%
FPS
2009
Fieldpoint Private Securities
Connecticut
$62K – – –
LWA
2010
Lenox Wealth Advisors
New York
$60K +$26.6K +127 +79%
PCFFS
2011
Pacific Center for Financial Services
California
$54K – – –
AWM
2012
AllSquare Wealth Management
New York
$53K – – –
NCM
2013
New Capital Management
Texas
$46K – – –
CH
2014
Canton Hathaway
Rhode Island
$45K +$6.22K +30 +16%
CFA
2015
Camarda Financial Advisors
Florida
$44K -$209 -1 -0.5%
IF
2016
Ironwood Financial
Arizona
$44K – – –
BCM
2017
Blume Capital Management
California
$42K – – –
TM
2018
Titan Managers
Arizona
$42K +$42K +200 New
FGAM
2019
Financial Gravity Asset Management
Texas
$41K -$10.5K -50 -20%
NCM
2020
Next Capital Management
New York
$41K +$41K +196 New
OAJ
2021
Ogorek Anthony Joseph
New York
$40K – – –
SCA
2022
Stuart Chaussee & Associates
California
$39K – – –
GIC
2023
Gantzert Investment Company
Illinois
$36K – – –
MWC
2024
MKD Wealth Coaches
Michigan
$32K – – –
ACA
2025
Atlas Capital Advisors
Wyoming
$29.5K +$22.6K +109 +330%
79 80
81
82 83