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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
1
Fidelity Investments
Massachusetts
$1.72B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$909M
3
APG Asset Management
3
APG Asset Management
Netherlands
$475M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$673M
5
Jennison Associates
5
Jennison Associates
New York
$1.09B

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$20M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.65B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$938M
4
Bank of America
4
Bank of America
North Carolina
$2.41B
5
N
5
Natixis
France
$31.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
1276
KLCM Advisors
Wisconsin
$579K +$32.6K +208 +6%
FFA
1277
Fragasso Financial Advisors
Pennsylvania
$571K +$571K +3,644 New
FIM
1278
Freedom Investment Management
Connecticut
$562K +$142K +909 +34%
BMC
1279
Beaton Management Company
Massachusetts
$560K -$7.84K -50 -1%
PBO
1280
Peoples Bank (Ohio)
Ohio
$559K – – –
CA
1281
Capital Advantage
California
$558K -$7.52K -48 -1%
RG
1282
Rikoon Group
New Mexico
$556K -$36.8K -235 -6%
SCCM
1283
Schafer Cullen Capital Management
New York
$556K +$120K +765 +27%
IWA
1284
Inspirion Wealth Advisors
Illinois
$551K -$4.86K -31 -0.9%
CFA
1285
Cahill Financial Advisors
Minnesota
$551K +$15.8K +101 +3%
BMC
1286
Benin Management Corp
Connecticut
$550K -$172K -1,099 -24%
GIA
1287
GHP Investment Advisors
Colorado
$548K -$137K -877 -20%
LSV Asset Management
1288
LSV Asset Management
Illinois
$548K – – –
AWP
1289
Ascent Wealth Partners
New York
$547K – – –
QSS
1290
Quantitative Systematic Strategies
Florida
$546K -$1.11M -7,111 -67%
HL
1291
HeadInvest LLC
Maine
$545K -$4.51K -27 -0.8%
VST
1292
Van Strum & Towne
California
$542K -$157K -1,000 -22%
FCT
1293
Family Capital Trust
Massachusetts
$542K – – –
CA
1294
Cornerstone Advisory
Maryland
$542K +$627 +4 +0.1%
HWA
1295
Heritage Wealth Advisors
Virginia
$540K +$15.7K +100 +3%
TSWM
1296
Triangle Securities Wealth Management
North Carolina
$539K -$5.49K -35 -1%
BCM
1297
Brookstone Capital Management
Illinois
$537K -$21.6K -138 -4%
MA
1298
MCF Advisors
Kentucky
$535K – – –
RMAM
1299
Raab & Moskowitz Asset Management
New Jersey
$533K +$10.7K +64 +2%
FMLI
1300
Fukoku Mutual Life Insurance
Japan
$533K +$15.7K +100 +3%
50 51
52
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