MCD icon

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 %
JGIA
1026
Jackson Grant Investment Advisers
Connecticut
$1.22M +$6.9K +44 +0.6%
JPMIA
1027
J.P. Marvel Investment Advisors
Massachusetts
$1.21M – – –
CPA
1028
Capital Planning Advisors
California
$1.21M -$30.9K -197 -2%
FWP
1029
FAS Wealth Partners
Kansas
$1.2M +$147K +935 +14%
RA
1030
Rational Advisors
New York
$1.19M – – –
FIB
1031
First Interstate Bank
Montana
$1.19M +$8.93K +57 +0.8%
BJL
1032
Brighton Jones LLC
Washington
$1.19M +$29.3K +187 +3%
MJRIC
1033
Mogy Joel R Investment Counsel
California
$1.18M – – –
LIC
1034
Lodestar Investment Counsel
Illinois
$1.18M -$9.4K -60 -0.8%
RC
1035
RegentAtlantic Capital
New Jersey
$1.17M +$284K +1,814 +32%
AIA
1036
Armor Investment Advisors
North Carolina
$1.17M -$52.6K -336 -4%
BAS
1037
Brown Advisory Securities
Maryland
$1.17M +$31.6K +202 +3%
Fisher Asset Management
1038
Fisher Asset Management
Washington
$1.16M +$79K +504 +7%
OC
1039
Oarsman Capital
Wisconsin
$1.15M +$7.05K +45 +0.6%
CFMC
1040
Curbstone Financial Management Corp
New Hampshire
$1.15M +$544K +3,471 +90%
IA
1041
Icon Advisers
Colorado
$1.14M -$125K -800 -10%
BSB
1042
Bangor Savings Bank
Maine
$1.14M -$32.6K -208 -3%
EFSCE
1043
Enterprise Financial Services Corp (EFSC)
Missouri
$1.14M +$2.67K +17 +0.2%
CAL
1044
Capital Analysts LLC
Pennsylvania
$1.14M +$26.3K +168 +2%
RWP
1045
RWA Wealth Partners
Massachusetts
$1.14M +$333K +2,122 +41%
GIP
1046
Granite Investment Partners
California
$1.14M -$76.5K -488 -6%
NAMP
1047
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.14M – – –
RCA
1048
Rowland Carmichael Advisors
Arizona
$1.14M -$8.15K -52 -0.7%
RCAG
1049
Rehmann Capital Advisory Group
Michigan
$1.13M -$183K -1,170 -14%
MFW
1050
Mosaic Family Wealth
Missouri
$1.12M +$8.92K +57 +0.8%
40 41
42
43 44