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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 %
SWM
1151
Stockman Wealth Management
Montana
$528K +$182K +1,576 +53%
KS
1152
Karpas Strategies
Connecticut
$525K – – –
PRS
1153
Pinkerton Retirement Specialists
Idaho
$524K +$504K +4,459 +2,548%
BJL
1154
Brighton Jones LLC
Washington
$523K -$58.7K -509 -10%
ZAM
1155
Zevin Asset Management
Massachusetts
$522K – – –
HWA
1156
Heritage Wealth Advisors
Virginia
$521K -$138K -1,200 -21%
RIG
1157
Roosevelt Investment Group
New York
$519K -$45K -390 -8%
BCM
1158
BTR Capital Management
California
$519K – – –
DTL
1159
Dynamic Technology Lab
Singapore
$519K +$519K +4,500 New
TBA
1160
Train Babcock Advisors
New York
$518K – – –
CICI
1161
Capital Investment Counsel Inc
North Carolina
$516K -$150K -1,300 -23%
KLWA
1162
Kelly Lawrence W & Associates
California
$514K -$728K -6,300 -59%
PAM
1163
Private Asset Management
California
$512K – – –
Cetera Investment Advisers
1164
Cetera Investment Advisers
Illinois
$511K -$750K -6,440 -59%
CIM
1165
CIM Investment Management
Pennsylvania
$511K -$36.9K -320 -7%
EWM
1166
Evermay Wealth Management
Virginia
$510K -$67.3K -583 -12%
RAM
1167
Roanoke Asset Management
New Jersey
$508K -$3.46K -30 -0.7%
PAM
1168
PT Asset Management
Illinois
$508K +$508K +4,400 New
B
1169
Bellecapital
Switzerland
$505K – – –
MIM
1170
Miller Investment Management
Pennsylvania
$500K +$269K +2,338 +117%
HFM
1171
Hartford Financial Management
Connecticut
$498K +$6.92K +60 +1%
GD
1172
Grandfield & Dodd
New York
$494K +$4.04K +35 +0.8%
PIM
1173
Parasol Investment Management
Illinois
$492K -$21.7K -188 -4%
CCM
1174
Coldstream Capital Management
Washington
$491K -$32.1K -278 -6%
TA
1175
Tiedemann Advisors
New York
$490K +$490K +4,346 New
45 46
47
48 49