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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 %
BSA
801
Braun Stacey Associates
New York
$2.45M +$472K +3,012 +24%
IHL
802
Investment House LLC
California
$2.45M – – –
ST
803
Smithfield Trust
Pennsylvania
$2.44M -$117K -745 -5%
MIM
804
Montgomery Investment Management
Maryland
$2.43M -$7.83K -50 -0.3%
MLM
805
Mount Lucas Management
Pennsylvania
$2.4M +$2.4M +15,342 New
BTIS
806
BB&T Investment Services
North Carolina
$2.4M -$85.7K -544 -3%
MWAC
807
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.4M +$84.3K +538 +4%
MSU
808
Mizuho Securities USA
New York
$2.4M +$2.4M +15,307 New
CL
809
Choreo LLC
Illinois
$2.39M +$192K +1,224 +9%
PFP
810
Pinnacle Financial Partners
Tennessee
$2.39M +$253K +1,617 +12%
GFPC
811
Global Financial Private Capital
Florida
$2.38M -$17.5M -111,981 -88%
VFA
812
Voya Financial Advisors
Connecticut
$2.37M -$1.03M -6,569 -30%
BSW
813
Buckingham Strategic Wealth
Missouri
$2.36M -$612K -3,909 -21%
MPI
814
Mairs & Power Inc
Minnesota
$2.36M -$82.9K -529 -3%
TWM
815
Torch Wealth Management
Ohio
$2.35M -$23.5K -150 -1%
AUB
816
Atlantic Union Bankshares
Virginia
$2.35M -$25.9K -165 -1%
CA
817
Cetera Advisors
Colorado
$2.33M -$6.28K -40 -0.3%
Wealth Enhancement Advisory Services
818
Wealth Enhancement Advisory Services
Minnesota
$2.31M +$1.33M +8,318 +135%
LWAC
819
Laurel Wealth Advisors (California)
California
$2.3M -$59.4K -379 -3%
BC
820
Burney Company
Virginia
$2.3M -$12.6K -80 -0.5%
NA
821
NewEdge Advisors
Louisiana
$2.29M +$239K +1,491 +12%
OIM
822
Opus Investment Management
Massachusetts
$2.29M – – –
B
823
Barings
North Carolina
$2.29M – – –
PA
824
Perennial Advisors
New York
$2.29M +$291K +1,859 +15%
MYLI
825
Meiji Yasuda Life Insurance
Japan
$2.28M +$31.3K +200 +1%
31 32
33
34 35