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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 %
GC
1426
Garde Capital
Washington
$345K – – –
PLFAM
1427
Pineno Levin & Ford Asset Management
Virginia
$345K – – –
HFS
1428
Haverford Financial Services
Pennsylvania
$345K – – –
CAM
1429
Concorde Asset Management
Michigan
$345K +$40.5K +258 +13%
EGA
1430
E&G Advisors
Texas
$345K +$345K +2,200 New
RSVP
1431
Ramsay Stattman Vela & Price
Colorado
$345K +$345K +2,200 New
HMS
1432
Hanseatic Management Services
New Mexico
$344K -$1.44M -9,166 -81%
BWM
1433
BerganKDV Wealth Management
Minnesota
$343K +$3.13K +20 +0.9%
RWG
1434
Regal Wealth Group
California
$341K – – –
MKC
1435
M. Kraus & Co
Vermont
$338K – – –
PFBT
1436
Parkside Financial Bank & Trust
Missouri
$338K +$105K +669 +45%
FNBSF
1437
First National Bank Sioux Falls
South Dakota
$336K +$77.7K +496 +30%
CCM
1438
Catawba Capital Management
Virginia
$335K -$120K -763 -26%
TCM
1439
Tradition Capital Management
New Jersey
$333K -$11.7K -75 -3%
BDWM
1440
Brewin Dolphin Wealth Management
Ireland
$333K +$333K +2,125 New
HI
1441
Hendershot Investments
Virginia
$332K +$31.4K +200 +10%
LD
1442
Lipe & Dalton
New York
$332K +$43.1K +275 +15%
CCM
1443
Cribstone Capital Management
Maine
$330K -$153K -979 -32%
VFPI
1444
Vantage Financial Partners (Illinois)
Illinois
$329K – – –
SMH
1445
Sanders Morris Harris
Texas
$329K – – –
HA
1446
Hays Advisory
Tennessee
$329K +$18.3K +117 +6%
HW
1447
Hancock Whitney
Mississippi
$329K +$64K +408 +24%
BOS
1448
Bingham Osborn & Scarborough
California
$328K +$1.57K +10 +0.5%
UF
1449
Univest Financial
Pennsylvania
$328K +$9.56K +61 +3%
LA
1450
Leonetti & Associates
Illinois
$326K – – –
56 57
58
59 60