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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 %
JWM
1301
Jacobus Wealth Management
Wisconsin
$532K – – –
GRQ
1302
Gardner Russo & Quinn
Pennsylvania
$530K – – –
FIM
1303
Fernwood Investment Management
Massachusetts
$530K +$10.8K +69 +2%
OA
1304
Oxbow Advisors
Texas
$529K -$195K -1,243 -27%
ACP
1305
Aviance Capital Partners
Florida
$529K -$61.4K -392 -10%
NERM
1306
New England Research & Management
Illinois
$528K -$47K -300 -8%
PCM
1307
Penserra Capital Management
California
$528K +$528K +3,371 New
LC
1308
Landaas & Company
Wisconsin
$528K +$528K +3,373 New
BWM
1309
BigSur Wealth Management
Florida
$527K -$21.9K -140 -4%
RCM
1310
RNC Capital Management
California
$526K -$3.45K -22 -0.7%
LA
1311
Lau Associates
Delaware
$525K -$2.66K -17 -0.5%
HCC
1312
Hirtle Callaghan & Co
Pennsylvania
$519K +$501K +3,200 +2,857%
VWA
1313
V Wealth Advisors
Kansas
$518K +$24.4K +154 +5%
CPIM
1314
Columbia Partners Investment Management
Virginia
$517K -$3.33M -21,224 -87%
SSG
1315
Summit Securities Group
New York
$517K -$62.7K -400 -11%
MFW
1316
Meristem Family Wealth
Minnesota
$511K – – –
GHAM
1317
Gilman Hill Asset Management
Connecticut
$509K +$33.7K +215 +7%
S
1318
SignatureFD
Georgia
$507K -$470 -3 -0.1%
RFM
1319
Royal Fund Management
Florida
$503K +$3.44K +22 +0.7%
WRM
1320
Weybosset Research & Management
Rhode Island
$502K -$23.4K -149 -4%
CWM
1321
Concentric Wealth Management
California
$501K – – –
KLWA
1322
Kelly Lawrence W & Associates
California
$500K – – –
AFNAS
1323
American Financial Network Advisory Services
California
$499K +$499K +3,183 New
SFG
1324
SNS Financial Group
Minnesota
$498K -$48.1K -307 -9%
TCOO
1325
Trust Company of Oklahoma
Oklahoma
$495K -$3.92K -25 -0.8%
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