MCD icon

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 %
EAM
1176
Evanson Asset Management
California
$489K +$7.5K +65 +2%
EWA
1177
Exencial Wealth Advisors
Oklahoma
$487K +$56.8K +504 +13%
ACI
1178
Advance Capital I
Michigan
$485K -$266K -2,300 -35%
BDF
1179
Balasa Dinverno & Foltz
$485K +$11.9K +103 +3%
SS
1180
Sunbelt Securities
Texas
$483K +$5.66K +49 +1%
FNBOO
1181
First National Bank of Omaha
Nebraska
$482K -$134K -1,160 -22%
FCT
1182
Family Capital Trust
Massachusetts
$482K -$5.2K -45 -1%
MCM
1183
Moore Capital Management
New York
$481K -$55K -476 -10%
AFWA
1184
Ancora Family Wealth Advisors
Ohio
$481K +$82.1K +712 +21%
BHIA
1185
Birch Hill Investment Advisors
Massachusetts
$480K – – –
RIG
1186
Renaissance Investment Group
Massachusetts
$477K -$17.3K -150 -4%
RMAM
1187
Raab & Moskowitz Asset Management
New Jersey
$475K -$7.38K -64 -2%
PFS
1188
Prospera Financial Services
Texas
$473K -$33.5K -290 -7%
HC
1189
Hourglass Capital
Texas
$473K – – –
TCIM
1190
TIAA CREF Investment Management
New York
$469K +$4.81K +41,720 +1%
OA
1191
Oxbow Advisors
Texas
$464K – – –
ECAM
1192
East Coast Asset Management
Massachusetts
$464K +$143K +1,240 +45%
AHB
1193
Abner Herrman & Brock
New Jersey
$462K +$1.96K +17 +0.4%
KTC
1194
Kistler-Tiffany Companies
Pennsylvania
$462K +$9.69K +84 +2%
MCM
1195
McKinley Capital Management
Alaska
$461K -$5.03M -43,661 -92%
PWP
1196
Private Wealth Partners
California
$454K – – –
AI
1197
Accredited Investors
Minnesota
$452K +$3.23K +28 +0.7%
BWFM
1198
Bridgewater Wealth & Financial Management
Maryland
$452K +$26.2K +227 +6%
MPM
1199
Meritage Portfolio Management
Kansas
$450K – – –
AIM
1200
Assured Investment Management
New York
$450K +$121K +1,051 +37%
46 47
48
49 50