MCD icon

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 %
NEPWA
1651
New England Private Wealth Advisors
Massachusetts
$265K +$265K +1,541 New
WSC
1652
Wellington Shields & Co
New York
$263K +$1.38K +8 +0.5%
WPC
1653
Waters Parkerson & Co
Louisiana
$259K – – –
ICM
1654
IMS Capital Management
Oregon
$259K +$38.7K +225 +18%
SHGA
1655
Sand Hill Global Advisors
California
$258K -$12.2K -71 -5%
WI
1656
WrapManager Inc
California
$257K +$2.58K +15 +1%
PWM
1657
Paulson Wealth Management
Illinois
$257K +$257K +1,492 New
AEPG
1658
American Economic Planning Group
New Jersey
$256K -$1.89K -11 -0.7%
SAM
1659
Summit Asset Management
Tennessee
$255K – – –
HFP
1660
Holistic Financial Partners
Indiana
$254K +$254K +1,475 New
TIM
1661
Total Investment Management
Arizona
$251K – – –
DA
1662
DSC Advisors
Illinois
$251K +$251K +1,457 New
CHAM
1663
Clear Harbor Asset Management
Connecticut
$250K -$17.2K -100 -6%
HFBOT
1664
Home Federal Bank of Tennessee
Tennessee
$250K -$4.3K -25 -2%
PRHC
1665
P.R. Herzig & Co
New York
$250K – – –
NWS
1666
Newport Wealth Strategies
California
$250K +$250K +1,463 New
MCMT
1667
Moon Capital Management (Tennessee)
Tennessee
$249K -$8.26K -48 -3%
ZF
1668
Zhang Financial
Michigan
$249K – – –
AAM
1669
Autus Asset Management
Arizona
$248K -$12.9K -75 -5%
KSA
1670
Ken Stern & Associates
California
$247K -$688 -4 -0.3%
FPCG
1671
Fort Pitt Capital Group
Pennsylvania
$246K – – –
MWM
1672
Modera Wealth Management
New Jersey
$245K +$1.55K +9 +0.6%
IWC
1673
Integrated Wealth Concepts
Massachusetts
$245K +$245K +1,408 New
MFG
1674
Monte Financial Group
Connecticut
$244K +$244K +1,415 New
HHGA
1675
Halbert Hargrove Global Advisors
California
$243K -$7.76K -45 -3%
65 66
67
68 69