MCD icon

McDonald's

1,596 hedge funds and large institutions have $77.2B invested in McDonald's in 2016 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 549 increasing their positions, 739 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+8
Holders Change %
+0.5%
% of All Funds
42.59%
Holding in Top 10
99
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10%
% of All Funds
2.64%
New
114
Increased
549
Reduced
739
Closed
87
Calls
$2.47B
Puts
$2.2B
Net Calls
+$272M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Shares
Change %
RT
626
Rockland Trust
Massachusetts
$3.94M -$12.1M -96,576 -76%
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
$3.89M +$3.89M +30,962 New
B
628
BancorpSouth
Mississippi
$3.89M +$87.2K +694 +2%
LKIM
629
Lawson Kroeker Investment Management
Nebraska
$3.87M -$81.7K -650 -2%
RA
630
Rational Advisors
New York
$3.87M +$3.87M +30,825 New
DR
631
Davis Rea
Ontario, Canada
$3.87M -$34.6K -275 -0.9%
BHWM
632
Bar Harbor Wealth Management
New Hampshire
$3.87M -$120K -958 -3%
WIM
633
Waverton Investment Management
United Kingdom
$3.87M
FNB
634
Farmers National Bank
Kentucky
$3.85M +$37.6K +299 +1%
SCA
635
Stonebridge Capital Advisors
Minnesota
$3.84M +$628 +5 +0%
LAM
636
Lebenthal Asset Management
New York
$3.84M +$3.84M +30,538 New
WC
637
Woodstock Corp
Massachusetts
$3.79M -$934K -7,435 -20%
FPTW
638
Franklin, Parlapiano, Turner & Welch
Texas
$3.77M +$136K +1,082 +4%
SWM
639
SVA Wealth Management
Wisconsin
$3.77M -$301K -2,399 -7%
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$3.76M +$220K +1,747 +6%
BFM
641
Boston Financial Management
Massachusetts
$3.76M -$75.9K -604 -2%
RIA
642
Regal Investment Advisors
Michigan
$3.75M -$313K -2,490 -8%
AT
643
Argent Trust
Texas
$3.74M -$561K -4,464 -13%
RMDI
644
R.M. Davis Inc
Maine
$3.73M -$978K -7,784 -21%
IWM
645
Integrated Wealth Management
California
$3.72M -$26.4K -210 -0.7%
DCM
646
Delta Capital Management
New Jersey
$3.71M -$6.41K -51 -0.2%
BB
647
Busey Bank
Illinois
$3.71M +$12.2K +97 +0.3%
HI
648
HBK Investments
Texas
$3.7M +$3.7M +29,442 New
FSA
649
Franklin Street Advisors
North Carolina
$3.7M +$974K +7,749 +36%
CFG
650
Citizens Financial Group
Rhode Island
$3.68M +$109K +870 +3%