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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
$2.42B
2
Jennison Associates
Jennison Associates
New York
$1.52B
3
Barclays
Barclays
United Kingdom
$358M
4
AAMU
Amundi Asset Management US
Massachusetts
$173M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$185M

Top Sellers

1
AIG
American International Group
New York
$55.5M
2
Bank of America
Bank of America
North Carolina
$2.3B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.76B
4
Credit Agricole
Credit Agricole
France
$31K
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
1776
Lee Financial
Texas
$120K – – –
HWP
1777
Hefty Wealth Partners
Indiana
$120K – – –
PCP
1778
Proficio Capital Partners
Massachusetts
$120K +$4.66K +27 +4%
OFS
1779
Orrstown Financial Services
Pennsylvania
$117K -$60.3K -350 -34%
HWM
1780
Holloway Wealth Management
Florida
$116K -$74K – –
FMTCOCP
1781
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$115K +$12K +70 +12%
AWA
1782
Acorn Wealth Advisors
Michigan
$114K +$114K +658 New
BWM
1783
Baystate Wealth Management
Massachusetts
$112K -$20.5K -116 -15%
CPA
1784
Cowen Prime Advisors
New York
$110K – – –
TFO
1785
Tarbox Family Office
California
$110K +$56.6K +328 +106%
HCM
1786
Horan Capital Management
Maryland
$110K +$110K +639 New
PWPS
1787
Pinnacle Wealth Planning Services
Ohio
$109K +$109K +635 New
GAM
1788
Gemmer Asset Management
California
$104K – – –
FM
1789
Forward Management
California
$103K -$17.2K -100 -14%
AAP
1790
Arax Advisory Partners
Colorado
$102K -$2.75K -16 -3%
RBC
1791
Roble Belko & Company
Pennsylvania
$92K – – –
JAM
1792
Jolley Asset Management
North Carolina
$91K – – –
FWM
1793
Focused Wealth Management
New York
$90K -$17.3K -100 -16%
CFD
1794
Creative Financial Designs
Indiana
$88K -$36.8K -215 -29%
WCM
1795
Wealthcare Capital Management
Virginia
$87K +$17.3K +100 +25%
IWP
1796
Icon Wealth Partners
Texas
$87K +$87K +508 New
PK
1797
Pflug Koory
Nebraska
$86K – – –
RFWA
1798
RPg Family Wealth Advisory
Massachusetts
$85.5K – – –
SIAS
1799
Shine Investment Advisory Services
Colorado
$84K +$171 +1 +0.2%
SIS
1800
Sound Income Strategies
Florida
$83K +$83K +509 New
70 71
72
73 74