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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 %
MFIMFI
1226
Mesirow Financial Investment Management - Fixed Income
Illinois
$418K +$418K +3,635 New
OC
1227
Oakworth Capital
Alabama
$417K -$25.7K -222 -6%
JCM
1228
Jag Capital Management
Missouri
$417K +$225K +1,950 +117%
IWA
1229
Inspirion Wealth Advisors
Illinois
$416K -$6.12K -53 -1%
DLA
1230
Douglas Lane & Associates
New York
$415K -$112K -973 -21%
DJSG
1231
D.J. St. Germain
Massachusetts
$415K -$23.7K -206 -5%
VOYA Investment Management
1232
VOYA Investment Management
Georgia
$414K +$36.8K +318,659 +10%
AC
1233
Allstate Corporation
Illinois
$413K -$8.17M -70,800 -95%
NME
1234
Notis-McConarty Edward
$413K -$283K -2,450 -41%
WCM
1235
Windsor Capital Management
Arizona
$413K +$37.4K +324 +10%
SWA
1236
Sutton Wealth Advisors
Florida
$411K -$36.7K -318 -8%
MA
1237
MCF Advisors
Kentucky
$407K +$461 +4 +0.1%
PMFA
1238
Plante Moran Financial Advisors
Michigan
$404K +$3.81K +33 +1%
WRM
1239
Weybosset Research & Management
Rhode Island
$403K -$144K -1,249 -26%
LSV Asset Management
1240
LSV Asset Management
Illinois
$403K -$51.8K -450 -11%
TCOO
1241
Trust Company of Oklahoma
Oklahoma
$401K -$5.77K -50 -1%
BT
1242
Beacon Trust
New Jersey
$396K -$138K -1,191 -26%
NCM
1243
Nelson Capital Management
California
$394K +$88.8K +770 +29%
HCM
1244
Hodges Capital Management
Texas
$392K -$5.77K -50 -1%
AWP
1245
Ascent Wealth Partners
New York
$390K +$3.46K +30 +0.9%
LA
1246
Lau Associates
Delaware
$389K – – –
LIA
1247
LBMC Investment Advisors
Tennessee
$387K +$2.19K +19 +0.6%
JCM
1248
Janney Capital Management
Pennsylvania
$386K +$22.4K +194 +6%
TW
1249
Transform Wealth
Colorado
$385K -$23.1K -200 -6%
CA
1250
Cornerstone Advisory
Maryland
$385K -$7.5K -65 -2%
48 49
50
51 52