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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 %
TW
1326
Transform Wealth
Colorado
$494K +$494K +3,155 New
NCM
1327
Nelson Capital Management
California
$492K -$43.9K -280 -8%
CWM
1328
Circle Wealth Management
New Jersey
$488K +$15.2K +97 +3%
QOP
1329
Quinn Opportunity Partners
Virginia
$486K – – –
NFC
1330
Northeast Financial Consultants
Connecticut
$486K +$486K +3,100 New
FBFS
1331
First Business Financial Services
Wisconsin
$484K – – –
WIM
1332
Wittenberg Investment Management
Massachusetts
$483K – – –
CA
1333
CapWealth Advisors
Tennessee
$482K – – –
MCM
1334
McKinley Capital Management
Alaska
$481K -$10.2K -65 -2%
ECM
1335
Elgethun Capital Management
South Dakota
$480K +$17.2K +110 +4%
NME
1336
Notis-McConarty Edward
$478K – – –
OFW
1337
Omnia Family Wealth
Florida
$478K +$157 +1 +0%
SCI
1338
Stableford Capital II
Arizona
$474K +$27.6K +176 +6%
PFM
1339
Parsec Financial Management
North Carolina
$473K – – –
BWAM
1340
Boyd Watterson Asset Management
Ohio
$472K +$2.51K +16 +0.5%
SRCM
1341
Swift Run Capital Management
Virginia
$470K – – –
WP
1342
WealthPLAN Partners
Nebraska
$468K -$24.2K -154 -5%
KWM
1343
Kingsview Wealth Management
Oregon
$468K +$39.5K +252 +9%
WCF
1344
West Coast Financial
California
$467K +$157K +1,002 +51%
AW
1345
Alpha Windward
Massachusetts
$466K -$28.5K -182 -6%
TCB
1346
Texas Capital Bancshares
Texas
$455K -$29K -185 -6%
QAM
1347
Quantres Asset Management
Cayman Islands
$454K +$454K +2,900 New
HCM
1348
Howland Capital Management
Massachusetts
$450K -$15.7K -100 -3%
AIA
1349
Arbor Investment Advisors
North Carolina
$445K – – –
SXL
1350
Summit X LLC
Missouri
$445K +$11.8K +75 +3%
52 53
54
55 56