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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 %
JWA
876
JFS Wealth Advisors
Pennsylvania
$1.32M – – –
SACTSONJ
877
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.31M – – –
CP
878
Coho Partners
Pennsylvania
$1.3M -$769K -6,665 -37%
DMC
879
Drexel Morgan & Co
Pennsylvania
$1.29M – – –
DPIM
880
Duff & Phelps Investment Management
Illinois
$1.29M -$83.1K -720 -6%
CG
881
Clinton Group
New York
$1.29M -$21M -181,786 -94%
SC
882
Stratford Consulting
Texas
$1.28M – – –
GAM
883
Gould Asset Management
California
$1.27M -$115K -1,000 -8%
FFWA
884
FRG Family Wealth Advisors
Washington
$1.27M +$91.7K +795 +8%
WAM
885
Wealthspire Advisors (Maryland)
Maryland
$1.26M -$8.42K -73 -0.7%
LS
886
Livforsakringsbolaget Skandia
Sweden
$1.26M -$289K -18,395 -19%
WSCM
887
Wellington Shields Capital Management
New York
$1.26M +$551K +4,776 +78%
SCI
888
S&CO Inc
Massachusetts
$1.26M – – –
CBN
889
Cadence Bank NA
Texas
$1.24M -$153K -1,325 -11%
WC
890
Whitney & Co
New York
$1.23M – – –
ACM
891
Alta Capital Management
Utah
$1.23M +$69.7K +604 +6%
ADL
892
Asset Dedication LLC
California
$1.23M +$198K +1,727 +19%
Fuller & Thaler Asset Management
893
Fuller & Thaler Asset Management
California
$1.23M +$473K +4,100 +62%
OBWP
894
O'Brien Wealth Partners
Massachusetts
$1.23M +$115 +1 +0%
MI
895
Montage Investments
Kansas
$1.23M – – –
HSA
896
HBK Sorce Advisory
Pennsylvania
$1.22M +$138K +1,193 +13%
WP
897
WealthSource Partners
California
$1.22M +$961K +8,334 +377%
IIM
898
Ipswich Investment Management
Massachusetts
$1.21M – – –
TL
899
Tirschwell & Loewy
New York
$1.2M -$51.9K -450 -4%
WA1
900
Wimmer Associates 1
California
$1.2M – – –
34 35
36
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