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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 %
HIS
1576
Horizon Investment Services
Indiana
$330K -$7.76K -45 -2%
SFC
1577
SYM Financial Corp
Indiana
$329K +$329K +1,912 New
GPW
1578
GFS Private Wealth
Florida
$327K +$327K +1,900 New
1IA
1579
1834 Investment Advisors
Wisconsin
$326K +$39.3K +228 +14%
LFA
1580
Legacy Financial Advisors
Kentucky
$325K +$325K +1,894 New
MC
1581
Middleton & Co
Massachusetts
$324K -$4.3K -25 -1%
HI
1582
Hudock Inc
Pennsylvania
$323K +$859 +5 +0.3%
LBC
1583
Lawrence B. Cohen
$322K – – –
SMG
1584
Spectrum Management Group
Indiana
$322K – – –
SFG
1585
Summit Financial Group
West Virginia
$322K +$11.9K +69 +4%
RPG
1586
Risk Paradigm Group
Texas
$320K +$2.07K +12 +0.6%
KPCM
1587
Kings Point Capital Management
New York
$319K -$91.5K -532 -22%
SAM
1588
Shikiar Asset Management
New York
$319K – – –
TCM
1589
Tradition Capital Management
New Jersey
$318K -$47.6K -277 -13%
LI
1590
Lafayette Investments
Maryland
$317K +$517 +3 +0.2%
FNBOO
1591
First National Bank of Omaha
Nebraska
$317K +$52.6K +305 +20%
EWM
1592
Empirical Wealth Management
Washington
$316K +$22.4K +130 +8%
NC
1593
NewSquare Capital
Pennsylvania
$315K -$10.8M -62,805 -97%
FPIS
1594
Financial Planning & Information Services
Wisconsin
$315K -$3.62K -21 -1%
PHAM
1595
Palisades Hudson Asset Management
Florida
$315K – – –
KM
1596
Kalos Management
Georgia
$314K +$93.3K +545 +42%
MCM
1597
McKinley Capital Management
Alaska
$312K -$216K -1,257 -41%
STB
1598
S&T Bank
Pennsylvania
$309K – – –
CCM
1599
Copeland Capital Management
Pennsylvania
$307K – – –
AAS
1600
Annex Advisory Services
Wisconsin
$306K -$1.72K -10 -0.6%
62 63
64
65 66