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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 %
STB
1501
S&T Bank
Pennsylvania
$281K – – –
CCM
1502
Copeland Capital Management
Pennsylvania
$280K -$3.92K -25 -1%
AAS
1503
Annex Advisory Services
Wisconsin
$280K – – –
PP
1504
Pegasus Partners
Wisconsin
$277K +$277K +1,768 New
JSL
1505
JT Stratford LLC
Georgia
$274K -$40.3K -257 -13%
AWE
1506
Avidian Wealth Enterprises
Texas
$272K -$5.64K -36 -2%
AIM
1507
Allen Investment Management
New York
$270K – – –
NFG
1508
Nations Financial Group
Iowa
$269K -$119K -756 -31%
KFA
1509
Kelleher Financial Advisors
New York
$269K – – –
CA
1510
Continuum Advisory
Idaho
$269K +$27.5K +175 +11%
ZB
1511
Zions Bancorporation
Utah
$269K +$109K +691 +68%
EWM
1512
Empirical Wealth Management
Washington
$267K +$7.83K +50 +3%
FDS
1513
First Dallas Securities
Texas
$266K – – –
SBL
1514
Sargent Bickham Lagudis
Colorado
$266K +$9.4K +60 +4%
MTIM
1515
Marathon Trading Investment Management
Pennsylvania
$266K +$266K +1,700 New
SSWM
1516
Smith Salley Wealth Management
North Carolina
$265K – – –
1IA
1517
1834 Investment Advisors
Wisconsin
$261K -$54.9K -350 -17%
NP
1518
NorthRock Partners
Minnesota
$261K – – –
FAM
1519
Formidable Asset Management
Ohio
$261K +$12.1K +77 +5%
GWM
1520
GSB Wealth Management
Connecticut
$256K – – –
BWL
1521
Bogart Wealth LLC
Virginia
$256K +$30.5K +191 +14%
AIP
1522
Ahrens Investment Partners
Louisiana
$255K -$13.5K -86 -5%
HDIM
1523
Hanson & Doremus Investment Management
Vermont
$254K – – –
CIAS
1524
Capital Investment Advisory Services
North Carolina
$254K +$8K +51 +3%
SFM
1525
Signet Financial Management
New Jersey
$253K +$253K +1,616 New
59 60
61
62 63