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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 %
NL
976
NWAM LLC
Washington
$932K +$375K +3,251 +67%
CFMC
977
Curbstone Financial Management Corp
New Hampshire
$931K – – –
BAS
978
Brown Advisory Securities
Maryland
$931K +$77K +666 +9%
DWT
979
Dorsey & Whitney Trust
South Dakota
$930K +$48.4K +419 +5%
MCM
980
Manchester Capital Management
Vermont
$926K -$100K -868 -10%
NG
981
Northstar Group
New York
$926K -$31.4K -272 -3%
EFSCE
982
Enterprise Financial Services Corp (EFSC)
Missouri
$925K +$20.3K +176 +2%
OC
983
Oarsman Capital
Wisconsin
$922K -$17.5K -152 -2%
AWA
984
ARS Wealth Advisors
Florida
$921K -$81.8K -709 -8%
MCWS
985
McKinley Carter Wealth Services
West Virginia
$919K -$11.7K -101 -1%
GIP
986
Granite Investment Partners
California
$915K -$2.88K -25 -0.3%
FHB
987
First Hawaiian Bank
Hawaii
$914K -$72.5K -628 -7%
WA
988
WFG Advisors
Texas
$912K -$68.3K -592 -7%
JGIA
989
Jackson Grant Investment Advisers
Connecticut
$911K -$147K -1,275 -14%
PV
990
Private Vista
Illinois
$906K +$462K +4,121 +104%
IAA
991
Ironsides Asset Advisors
North Carolina
$904K +$104K +900 +13%
SBSB
992
Sullivan, Bruyette, Speros & Blaney
Virginia
$901K +$27.2K +236 +3%
Kayne Anderson Rudnick Investment Management
993
Kayne Anderson Rudnick Investment Management
California
$900K – – –
NI
994
Numeric Investors
Massachusetts
$900K +$323K +2,800 +56%
NB
995
Nicolet Bankshares
Wisconsin
$892K +$8.53K +74 +1%
Fisher Asset Management
996
Fisher Asset Management
Washington
$889K +$55.9K +484 +7%
JPMIA
997
J.P. Marvel Investment Advisors
Massachusetts
$888K – – –
SOAMC
998
Spirit of America Management Corp
New York
$886K -$196K -1,700 -18%
SFSG
999
Stearns Financial Services Group
North Carolina
$886K -$35.6K -309 -4%
NAM
1000
Nichols Asset Management
Massachusetts
$874K – – –
38 39
40
41 42