MCD icon

McDonald's
MCD

Overview Fund Activity

1,886 hedge funds and large institutions have $94B invested in McDonald's in 2017 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 624 increasing their positions, 771 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,886
Holders Change
+172
Holders Change %
+10.04%
% of All Funds
42.83%
Holding in Top 10
103
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.75%
% of All Funds
2.34%
New
251
Increased
624
Reduced
771
Closed
62
Calls
$1.09B
Puts
$1.43B
Net Calls
-$334M
Net Calls Change
+$52.8M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$531M
2
Jennison Associates
Jennison Associates
New York
+$318M
3
Barclays
Barclays
United Kingdom
+$188M
4
AAMU
Amundi Asset Management US
Massachusetts
+$167M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$142M

Top Sellers

1
AIG
American International Group
New York
-$634M
2
Bank of America
Bank of America
North Carolina
-$352M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$186M
4
Credit Agricole
Credit Agricole
France
-$181M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
STA
1376
Summit Trail Advisors
New York
$582K +$582K +3,316 New
NERM
1377
New England Research & Management
Illinois
$580K – – –
ECAM
1378
East Coast Asset Management
Massachusetts
$574K -$306K -1,777 -35%
CFMC
1379
Curbstone Financial Management Corp
New Hampshire
$571K -$693K -4,026 -55%
PBO
1380
Peoples Bank (Ohio)
Ohio
$571K -$43K -250 -7%
CWM
1381
Concentric Wealth Management
California
$564K +$13.3K +77 +2%
RFM
1382
Royal Fund Management
Florida
$562K +$9.12K +53 +2%
SC
1383
Solstein Capital
California
$559K +$559K +3,250 New
GRQ
1384
Gardner Russo & Quinn
Pennsylvania
$557K -$25K -145 -4%
NCM
1385
Nelson Capital Management
California
$557K +$17.2K +100 +3%
MFW
1386
Meristem Family Wealth
Minnesota
$556K -$4.99K -29 -0.9%
CCS
1387
Crosspoint Capital Strategies
California
$554K -$20.6K -12 -4%
BCM
1388
Brookstone Capital Management
Illinois
$552K -$37.8K -220 -6%
HCC
1389
Hirtle Callaghan & Co
Pennsylvania
$551K -$19.3K -112 -3%
WRM
1390
Weybosset Research & Management
Rhode Island
$551K – – –
SCI
1391
Stableford Capital II
Arizona
$551K +$30.1K +175 +6%
CA
1392
Capital Advantage
California
$550K -$63.7K -370 -10%
RIS
1393
Retirement Income Solutions
Michigan
$550K +$550K +3,195 New
KLWA
1394
Kelly Lawrence W & Associates
California
$548K – – –
CWM
1395
Circle Wealth Management
New Jersey
$547K +$10.5K +61 +2%
CA
1396
CapWealth Advisors
Tennessee
$546K +$16.4K +95 +3%
SFG
1397
SNS Financial Group
Minnesota
$544K -$3.1K -18 -0.6%
TW
1398
Transform Wealth
Colorado
$543K – – –
RMAM
1399
Raab & Moskowitz Asset Management
New Jersey
$541K -$8.6K -50 -2%
WA
1400
Waverly Advisors
Alabama
$541K +$152K +883 +39%
54 55
56
57 58