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McDonald's

1,646 hedge funds and large institutions have $72.3B invested in McDonald's in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 544 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
+33
Holders Change %
+2.05%
% of All Funds
41.04%
Holding in Top 10
68
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25.93%
% of All Funds
1.7%
New
113
Increased
544
Reduced
747
Closed
63
Calls
$757M
Puts
$892M
Net Calls
-$135M
Net Calls Change
-$270M
Name Holding Trade Value Shares
Change
Shares
Change %
MCA
1001
Mercer Capital Advisers
New Jersey
$1.06M -$5.31K -41 -0.5%
CPA
1002
Capital Planning Advisors
California
$1.06M -$4.28K -33 -0.4%
MA
1003
Montag & Associates
Georgia
$1.05M -$81.8K -631 -7%
WAM
1004
Weatherly Asset Management
California
$1.05M -$132K -1,015 -11%
AF
1005
Aldebaran Financial
$1.04M -$6.09K -47 -0.6%
LIC
1006
Lodestar Investment Counsel
Illinois
$1.04M -$2.72K -21 -0.3%
BCM
1007
Buckhead Capital Management
Georgia
$1.04M
BA
1008
Boston Advisors
Massachusetts
$1.03M -$25.9K -200 -2%
IH
1009
IFC Holdings
Florida
$1.03M -$45.7K -353 -4%
AIA
1010
Armor Investment Advisors
North Carolina
$1.03M
GHA
1011
Garcia Hamilton & Associates
Texas
$1.03M -$888K -6,347 -46%
SFWA
1012
Summit Financial Wealth Advisors
Louisiana
$1.03M -$84.4K -651 -8%
SBSB
1013
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.03M +$4.41K +34 +0.4%
GIP
1014
Granite Investment Partners
California
$1.03M -$2.59K -20 -0.3%
OIA
1015
Optimum Investment Advisors
Illinois
$1.03M +$389 +3 +0%
AIP
1016
ARS Investment Partners
New York
$1.02M +$69.7K +538 +7%
WCBA
1017
Weaver C. Barksdale & Associates
Tennessee
$1.02M -$41.1K -317 -4%
AWA
1018
ARS Wealth Advisors
Florida
$1.02M +$9.34K +72 +0.9%
AIM
1019
Assured Investment Management
New York
$1.02M +$688K +5,306 +210%
FFA
1020
First Foundation Advisors
California
$1.01M -$107K -826 -10%
Kayne Anderson Rudnick Investment Management
1021
Kayne Anderson Rudnick Investment Management
California
$1.01M
CWM
1022
Concert Wealth Management
California
$1.01M +$46K +380 +5%
CL
1023
CPWM LLC
Washington
$1M -$566K -4,363 -36%
JPMIA
1024
J.P. Marvel Investment Advisors
Massachusetts
$998K
WCA
1025
Westover Capital Advisors
Delaware
$995K -$98.5K -760 -9%