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McDonald's
MCD

Overview Fund Activity

1,714 hedge funds and large institutions have $85.5B invested in McDonald's in 2017 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 547 increasing their positions, 815 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
+24
Holders Change %
+1.42%
% of All Funds
42.8%
Holding in Top 10
93
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.06%
% of All Funds
2.32%
New
103
Increased
547
Reduced
815
Closed
63
Calls
$1.15B
Puts
$1.54B
Net Calls
-$387M
Net Calls Change
+$341M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$409M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$216M
3
APG Asset Management
APG Asset Management
Netherlands
+$180M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$164M
5
Jennison Associates
Jennison Associates
New York
+$135M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
-$542M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$331M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$246M
4
Bank of America
Bank of America
North Carolina
-$217M
5
N
Natixis
France
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
601
Institutional & Family Asset Management
Colorado
$4.56M -$9.09K -58 -0.2%
LSCM
602
LaSalle Street Capital Management
Illinois
$4.53M – – –
EWM
603
Evercore Wealth Management
New York
$4.53M -$310K -1,980 -6%
UBV
604
United Bank (Virginia)
Virginia
$4.52M +$2.66M +16,987 +144%
WC
605
Whitnell & Co
Illinois
$4.51M -$34.3K -219 -0.8%
CWP
606
Capital Wealth Planning
Florida
$4.46M +$3.04M +7,044 +214%
HT
607
HighTower Trust
Texas
$4.44M +$77.9K +497 +2%
FNB
608
Farmers National Bank
Kentucky
$4.44M -$147K -937 -3%
PWM
609
Perigon Wealth Management
California
$4.44M -$85.2K -544 -2%
CVM
610
Cheviot Value Management
California
$4.41M +$46.2K +295 +1%
Jones Financial Companies
611
Jones Financial Companies
Missouri
$4.41M -$419K -2,674 -9%
PAI
612
Pittenger & Anderson Inc
Nebraska
$4.41M +$161K +1,030 +4%
VFM
613
Viking Fund Management
North Dakota
$4.39M -$627K -4,000 -13%
SCM
614
Shelton Capital Management
Colorado
$4.36M +$161K +1,030 +4%
CNAM
615
Campbell Newman Asset Management
Wisconsin
$4.34M – – –
PTB
616
Pioneer Trust Bank
Oregon
$4.33M +$482K +3,075 +13%
AIC
617
Argus Investors Counsel
New York
$4.33M -$580K -3,700 -12%
UR
618
USCA RIA
Texas
$4.32M – – –
PCM
619
Palisade Capital Management
New Jersey
$4.31M -$3.92K -25 -0.1%
FPFS
620
First Personal Financial Services
North Carolina
$4.27M -$4.39K -28 -0.1%
OWD
621
Osborn Williams & Donohoe
Ohio
$4.27M -$34.9K -223 -0.8%
TF
622
Tompkins Financial
New York
$4.27M +$29.3K +187 +0.7%
FFBTD
623
First Financial Bank - Trust Division
Ohio
$4.27M -$83.8K -535 -2%
CC
624
Cognios Capital
Kansas
$4.26M -$637K -4,069 -13%
CA
625
Clearstead Advisors
Ohio
$4.22M -$3.29K -21 -0.1%
23 24
25
26 27