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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 %
PP
1076
Patten & Patten
Tennessee
$678K +$13.2K +114 +2%
SFG
1077
SevenBridge Financial Group
Pennsylvania
$674K -$755K -6,540 -53%
LWAC
1078
Laurel Wealth Advisors (California)
California
$673K -$15.6K -135 -2%
DCM
1079
Donaldson Capital Management
Indiana
$670K -$84K -728 -11%
SCM
1080
Stonebridge Capital Management
California
$667K +$1.15K +10 +0.2%
ZIC
1081
ZWJ Investment Counsel
Georgia
$664K -$5.42K -47 -0.8%
ANBT
1082
American National Bank & Trust
Texas
$660K -$16.7K -145 -2%
EMG
1083
Ellington Management Group
Connecticut
$658K +$658K +5,700 New
MWM
1084
Mission Wealth Management
California
$657K +$12.8K +111 +2%
PCIG
1085
Partners Capital Investment Group
Massachusetts
$654K +$74.6K +647 +13%
WOC
1086
West Oak Capital
California
$652K +$51.9K +450 +9%
MCM
1087
Mengis Capital Management
Oregon
$651K -$17.3K -150 -3%
IIC
1088
Integrated Investment Consultants
Michigan
$651K – – –
CIM
1089
CenturyLink Investment Management
Colorado
$649K – – –
GHAM
1090
Gilman Hill Asset Management
Connecticut
$646K +$115 +1 +0%
SAM
1091
SignalPoint Asset Management
Missouri
$646K +$157K +1,359 +32%
ACM
1092
Argentus Capital Management
Texas
$642K +$299K +2,594 +87%
SA
1093
SL Advisors
New Jersey
$641K -$71.5K -623 -10%
WTB
1094
Washington Trust Bank
Washington
$639K -$75.3K -653 -11%
WIP
1095
Wellesley Investment Partners
Massachusetts
$638K +$20K +173 +3%
ARMT
1096
Amica Retiree Medical Trust
Rhode Island
$636K – – –
Lido Advisors
1097
Lido Advisors
California
$636K +$636K +5,516 New
EDRH
1098
Edmond de Rothschild Holding
Switzerland
$630K +$41.2K +357 +7%
FP
1099
FDO Partners
Massachusetts
$627K -$1.03M -8,900 -62%
HCC
1100
Hirtle Callaghan & Co
Pennsylvania
$627K +$231K +2,000 +58%
42 43
44
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