MCD icon

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 %
PA
1251
Probity Advisors
Texas
$499K -$1.55K -12 -0.3%
MCM
1252
MV Capital Management
Maryland
$499K
AL
1253
Aspiriant LLC
California
$499K +$499K +3,846 New
TCM
1254
Teza Capital Management
Illinois
$495K +$495K +3,820 New
DJSG
1255
D.J. St. Germain
Massachusetts
$494K +$908 +7 +0.2%
CCM
1256
Cribstone Capital Management
Maine
$494K +$71.7K +552 +17%
CL
1257
Croft-Leominster
Maryland
$494K +$494K +3,815 New
MPM
1258
Meritage Portfolio Management
Kansas
$493K -$13.6K -105 -3%
FCT
1259
Family Capital Trust
Massachusetts
$487K -$96.3K -688 -17%
DBIA
1260
Dumont & Blake Investment Advisors
New Jersey
$487K -$13K -100 -3%
ACP
1261
Aviance Capital Partners
Florida
$487K +$1.17K +9 +0.2%
FI
1262
FormulaFolio Investments
Michigan
$486K +$172K +1,329 +55%
RCM
1263
RNC Capital Management
California
$485K -$97.2K -750 -17%
AIA
1264
AIMZ Investment Advisors
California
$484K
BHIA
1265
Birch Hill Investment Advisors
Massachusetts
$482K -$45.4K -350 -9%
AHB
1266
Abner Herrman & Brock
New Jersey
$482K -$3.5K -27 -0.7%
CBA
1267
Coastal Bridge Advisors
Connecticut
$481K +$519 +4 +0.1%
CA
1268
Capital Advantage
California
$477K +$22.2K +171 +5%
VWA
1269
V Wealth Advisors
Kansas
$476K +$70.4K +541 +17%
NERM
1270
New England Research & Management
Illinois
$475K -$845K -6,527 -64%
TSWM
1271
Triangle Securities Wealth Management
North Carolina
$473K -$27.9K -215 -6%
GA
1272
Greytown Advisors
Florida
$472K
SGCA
1273
Steel Grove Capital Advisors
Tennessee
$472K +$472K +3,645 New
GRQ
1274
Gardner Russo & Quinn
Pennsylvania
$470K
JCM
1275
Jag Capital Management
Missouri
$469K