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McDonald's
MCD

Overview Fund Activity

1,596 hedge funds and large institutions have $77.2B invested in McDonald's in 2016 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 549 increasing their positions, 739 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,596
Holders Change
+8
Holders Change %
+0.5%
% of All Funds
42.59%
Holding in Top 10
99
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10%
% of All Funds
2.64%
New
114
Increased
549
Reduced
739
Closed
87
Calls
$2.47B
Puts
$2.2B
Net Calls
+$272M
Net Calls Change
-$341M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$5.15B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.75B
3
Goldman Sachs
Goldman Sachs
New York
$909M
4
O
OppenheimerFunds
New York
$482M
5
AIM
abrdn Investment Management
United Kingdom
$172M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$598M
2
SC
Sculptor Capital
New York
$274M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$2.24M
4
WRF
Waddell & Reed Financial
Kansas
$344M
5
Bank of America
Bank of America
North Carolina
$2.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
676
Fortaleza Asset Management
Illinois
$3.35M – – –
DA
677
Dillon & Associates
Michigan
$3.34M -$3.15K -25 -0.1%
FA
678
FDx Advisors
Illinois
$3.32M -$768K -6,111 -19%
DWM
679
Dorchester Wealth Management
Quebec, Canada
$3.32M -$18.9K -150 -0.6%
AA
680
Ancora Advisors
Ohio
$3.32M -$31.3K -249 -0.9%
Fiera Capital (Canada)
681
Fiera Capital (Canada)
Quebec, Canada
$3.3M -$1.3M -10,330 -28%
DLCIG
682
D.L. Carlson Investment Group
New Hampshire
$3.3M -$561K -4,460 -15%
WA
683
WBH Advisory
Maryland
$3.29M -$3.14K -25 -0.1%
CC
684
ClearArc Capital
Ohio
$3.28M +$417K +3,316 +15%
LA
685
Lynch & Associates
Indiana
$3.28M +$533K +4,245 +19%
MC
686
Martin & Co
Tennessee
$3.26M -$90.5K -720 -3%
TWA
687
TCI Wealth Advisors
Arizona
$3.25M -$125K -997 -4%
AOWM
688
Alpha Omega Wealth Management
Virginia
$3.25M -$239K -1,899 -7%
HAM
689
Highstreet Asset Management
Ontario, Canada
$3.23M -$3.52M -28,004 -52%
FAAS
690
First Allied Advisory Services
California
$3.22M +$176K +1,391 +6%
PWAP
691
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.21M -$9.93K -79 -0.3%
Dodge & Cox
692
Dodge & Cox
California
$3.21M -$237K -1,886 -7%
IC
693
InterOcean Capital
Illinois
$3.2M -$754K -6,002 -19%
NSEDCP
694
NJ State Employees Deferred Compensation Plan
New Jersey
$3.2M – – –
LOT
695
Lombard Odier Transatlantic
Quebec, Canada
$3.17M -$603K -4,800 -16%
CWM
696
Concert Wealth Management
California
$3.17M +$46.6K +370 +1%
IFAM
697
Institutional & Family Asset Management
Colorado
$3.16M -$6.5K -55 -0.2%
AIP
698
Ameritas Investment Partners
Nebraska
$3.16M +$885K +7,042 +39%
HP
699
Hikari Power
Japan
$3.16M – – –
LBC
700
Lowe Brockenbrough & Co
Virginia
$3.15M -$146K -1,165 -4%
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