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McDonald's
MCD

Overview Fund Activity

1,886 hedge funds and large institutions have $94B invested in McDonald's in 2017 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 624 increasing their positions, 771 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,886
Holders Change
+172
Holders Change %
+10.04%
% of All Funds
42.83%
Holding in Top 10
103
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.75%
% of All Funds
2.34%
New
251
Increased
624
Reduced
771
Closed
62
Calls
$1.09B
Puts
$1.43B
Net Calls
-$334M
Net Calls Change
+$52.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$531M
2
Jennison Associates
Jennison Associates
New York
+$318M
3
Barclays
Barclays
United Kingdom
+$188M
4
AAMU
Amundi Asset Management US
Massachusetts
+$167M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$142M

Top Sellers

1
AIG
American International Group
New York
-$634M
2
Bank of America
Bank of America
North Carolina
-$352M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$186M
4
Credit Agricole
Credit Agricole
France
-$181M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIP
801
Greatmark Investment Partners
Georgia
$2.78M -$63.9K -371 -2%
BSW
802
Buckingham Strategic Wealth
Missouri
$2.77M +$179K +1,043 +7%
JWM
803
Jackson Wealth Management
Florida
$2.77M -$8.68K -50 -0.3%
RWA
804
Ropes Wealth Advisors
Massachusetts
$2.76M -$70K -407 -2%
HKIM
805
Hayek Kallen Investment Management
Alabama
$2.74M -$85.5K -497 -3%
AFM
806
Abbot Financial Management
Massachusetts
$2.74M -$8.61K -50 -0.3%
PIM
807
Penobscot Investment Management
Massachusetts
$2.73M -$24.8K -144 -0.9%
CL
808
Choreo LLC
Illinois
$2.72M +$93.6K +544 +4%
GG
809
Greenwood Gearhart
Arkansas
$2.72M – – –
BRWA
810
B. Riley Wealth Advisors
Florida
$2.7M -$325K -1,891 -11%
IHL
811
Investment House LLC
California
$2.68M -$8.61K -50 -0.3%
ASN
812
Advisory Services Network
Georgia
$2.68M +$944K +5,482 +54%
LPIC
813
LeJeune Puetz Investment Counsel
Michigan
$2.68M -$60.3K -350 -2%
SCA
814
Spearhead Capital Advisors
Florida
$2.68M +$2.68M +15,559 New
VFA
815
Voya Financial Advisors
Connecticut
$2.68M +$71.7K +414 +3%
TFA
816
Transamerica Financial Advisors
Florida
$2.67M +$1.8M +10,468 +207%
MWAC
817
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.67M +$28.4K +165 +1%
NGA
818
Naples Global Advisors
Florida
$2.64M +$239K +1,390 +10%
AIM
819
Assured Investment Management
New York
$2.64M +$2.64M +15,314 New
IAA
820
Independent Advisor Alliance
North Carolina
$2.63M +$287K +1,650 +12%
MIM
821
Marco Investment Management
Georgia
$2.6M -$327K -1,900 -11%
ACM
822
Atika Capital Management
New York
$2.58M -$861K -5,000 -25%
PA
823
Perennial Advisors
New York
$2.58M +$66.4K +386 +3%
WT
824
Washington Trust
Rhode Island
$2.57M +$219K +1,270 +9%
NA
825
NewEdge Advisors
Louisiana
$2.56M +$70.1K +403 +3%
31 32
33
34 35