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McDonald's
MCD

Overview Fund Activity

1,525 hedge funds and large institutions have $64.9B invested in McDonald's in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 572 increasing their positions, 667 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,525
Holders Change
-51
Holders Change %
-3.24%
% of All Funds
40.75%
Holding in Top 10
50
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-18.03%
% of All Funds
1.34%
New
68
Increased
572
Reduced
667
Closed
99
Calls
$2B
Puts
$1.52B
Net Calls
+$489M
Net Calls Change
+$482M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$571M
2
Ameriprise
Ameriprise
Minnesota
+$181M
3
AI
Analytic Investors
California
+$136M
4
Millennium Management
Millennium Management
New York
+$73.3M
5
DCM
Discovery Capital Management
Connecticut
+$72.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.07B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$946M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$502M
4
SC
Sculptor Capital
New York
-$186M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
576
Bar Harbor Wealth Management
New Hampshire
$3.63M +$34.7K +301 +1%
AWM
577
Altavista Wealth Management
North Carolina
$3.59M -$21.2K -184 -0.6%
IFAM
578
Institutional & Family Asset Management
Colorado
$3.59M +$344K +2,982 +11%
AP
579
Appleton Partners
Massachusetts
$3.57M -$145K -1,261 -4%
DR
580
Davis Rea
Ontario, Canada
$3.56M – – –
FFBTD
581
First Financial Bank - Trust Division
Ohio
$3.56M +$5.42K +47 +0.2%
AHC
582
Adell Harriman & Carpenter
Texas
$3.56M -$123K -1,066 -3%
AA
583
Ancora Advisors
Ohio
$3.56M +$411K +3,562 +13%
MSU
584
Mizuho Securities USA
New York
$3.56M +$2.86M +24,829 +415%
WIM
585
Waverton Investment Management
United Kingdom
$3.55M – – –
AW
586
ACG Wealth
Georgia
$3.55M -$3.48M -30,164 -50%
SCM
587
Suffolk Capital Management
New York
$3.53M +$3.53M +30,637 New
PWM
588
Perigon Wealth Management
California
$3.5M +$184K +1,592 +6%
FB
589
Fulton Bank
Pennsylvania
$3.49M +$69.3K +601 +2%
MDCM
590
Morgan Dempsey Capital Management
Wisconsin
$3.48M +$689K +5,969 +25%
Thrivent Financial for Lutherans
591
Thrivent Financial for Lutherans
Minnesota
$3.47M +$97.4K +845 +3%
WWM
592
Willingdon Wealth Management
North Carolina
$3.46M +$264K +2,287 +8%
WIC
593
Whitegate Investment Counselors
New Hampshire
$3.46M -$372K -3,225 -10%
RT
594
Rockland Trust
Massachusetts
$3.45M +$1.04K +9 +0%
TCOT
595
Trust Company of Toledo
Ohio
$3.44M +$111K +958 +3%
IWM
596
Integrated Wealth Management
California
$3.43M +$15.5K +134 +0.5%
SCA
597
Stonebridge Capital Advisors
Minnesota
$3.41M +$391K +3,389 +13%
WC
598
Whitnell & Co
Illinois
$3.4M -$308K -2,671 -8%
BCMO
599
Buckingham Capital Management (Ohio)
Ohio
$3.4M +$962K +8,326 +39%
PA
600
Profund Advisors
Maryland
$3.39M -$354K -3,067 -9%
22 23
24
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