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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 %
RWG
1526
Regal Wealth Group
California
$377K +$2.75K +16 +0.7%
KI
1527
Koch Industries
Kansas
$376K +$376K +2,185 New
DAS
1528
Dynamic Advisor Solutions
Arizona
$375K -$19.6K -114 -5%
MLFP
1529
MPS Loria Financial Planners
Illinois
$374K -$64.5K -375 -15%
LFG
1530
LifePlan Financial Group
Ohio
$374K – – –
CG
1531
Corundum Group
Colorado
$372K +$172 +1 +0%
CRWM
1532
Castle Rock Wealth Management
California
$372K +$372K +2,162 New
GCMG
1533
Gyroscope Capital Management Group
Florida
$371K +$20.5K +119 +6%
HTHT
1534
Hemenway Trust Hemenway Trust
New Hampshire
$367K +$367K +2,132 New
PC
1535
Port Capital
Illinois
$366K +$366K +2,126 New
LD
1536
Lipe & Dalton
New York
$365K – – –
CCM
1537
Catawba Capital Management
Virginia
$364K -$4.31K -25 -1%
HW
1538
Hancock Whitney
Mississippi
$364K +$3.1K +18 +0.9%
CFP
1539
Cornerstone Financial Partners
North Carolina
$363K +$363K +2,115 New
BOS
1540
Bingham Osborn & Scarborough
California
$361K – – –
SMH
1541
Sanders Morris Harris
Texas
$361K – – –
VFPI
1542
Vantage Financial Partners (Illinois)
Illinois
$361K – – –
BWM
1543
BerganKDV Wealth Management
Minnesota
$358K -$19.5K -113 -5%
LA
1544
Leonetti & Associates
Illinois
$358K – – –
DT
1545
Diversified Trust
Tennessee
$358K +$16.4K +95 +5%
APG
1546
Abacus Planning Group
South Carolina
$358K +$358K +2,078 New
PTC
1547
Philadelphia Trust Company
Pennsylvania
$357K – – –
CAM
1548
Claret Asset Management
Quebec, Canada
$357K +$357K +2,073 New
WA
1549
WealthTrust Axiom
Pennsylvania
$355K – – –
RAM
1550
Redmond Asset Management
Virginia
$354K -$41.7K -242 -11%
60 61
62
63 64