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McDonald's
MCD

Overview Fund Activity

1,646 hedge funds and large institutions have $72.3B invested in McDonald's in 2017 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 544 increasing their positions, 747 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,646
Holders Change
+33
Holders Change %
+2.05%
% of All Funds
41.04%
Holding in Top 10
68
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+25.93%
% of All Funds
1.7%
New
113
Increased
544
Reduced
747
Closed
63
Calls
$757M
Puts
$892M
Net Calls
-$135M
Net Calls Change
-$270M

Top Buyers

1
BlackRock
BlackRock
New York
$6.87B
2
Citadel Advisors
Citadel Advisors
Florida
$575M
3
AllianceBernstein
AllianceBernstein
Tennessee
$576M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$212M
5
Renaissance Technologies
Renaissance Technologies
New York
$166M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$7.31B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$239M
3
Capital World Investors
Capital World Investors
California
$2.81B
4
VOYA Investment Management
VOYA Investment Management
Georgia
$187M
5
Morgan Stanley
Morgan Stanley
New York
$740M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFA
1501
Kelleher Financial Advisors
New York
$222K -$90.5K -700 -29%
AIM
1502
Allen Investment Management
New York
$222K -$81.5K -630 -27%
GAG
1503
GM Advisory Group
New York
$220K -$189K -1,460 -46%
SSWM
1504
Smith Salley Wealth Management
North Carolina
$219K +$219K +1,685 New
FNBOO
1505
First National Bank of Omaha
Nebraska
$218K -$292K -2,255 -57%
BAAM
1506
Baker Avenue Asset Management
California
$215K -$26.5K -204 -11%
WOC
1507
West Oak Capital
California
$214K -$518K -4,000 -71%
PAMG
1508
Patton Albertson Miller Group
Tennessee
$213K -$243K -1,683 -53%
GWM
1509
GSB Wealth Management
Connecticut
$212K +$212K +1,636 New
HDIM
1510
Hanson & Doremus Investment Management
Vermont
$210K – – –
GWM
1511
Greenwich Wealth Management
Connecticut
$210K +$210K +1,623 New
CCM
1512
Canal Capital Management
Virginia
$210K +$210K +1,624 New
CS
1513
Cannell & Spears
New York
$209K +$209K +1,615 New
WAS
1514
Winch Advisory Services
Wisconsin
$206K -$2.07K -16 -1%
DAM
1515
Delta Asset Management
Tennessee
$206K – – –
CCA
1516
Clearwater Capital Advisors
Illinois
$206K +$206K +1,582 New
MWM
1517
Merriman Wealth Management
Washington
$206K +$206K +1,589 New
MGIA
1518
Moneta Group Investment Advisors
Missouri
$204K -$51.6K -399 -20%
WPC
1519
Waters Parkerson & Co
Louisiana
$202K +$202K +1,556 New
SFS
1520
Summit Financial Strategies
Ohio
$202K +$202K +1,558 New
ZB
1521
Zions Bancorporation
Utah
$201K +$62K +477 +45%
KSA
1522
Ken Stern & Associates
California
$201K +$201K +1,436 New
CIAS
1523
Capital Investment Advisory Services
North Carolina
$201K +$201K +1,550 New
SBL
1524
Sargent Bickham Lagudis
Colorado
$195K – – –
RPG
1525
Risk Paradigm Group
Texas
$194K -$15K -116 -7%
59 60
61
62 63