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McDonald's
MCD

Overview Fund Activity

1,576 hedge funds and large institutions have $72.1B invested in McDonald's in 2016 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 531 increasing their positions, 730 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,576
Holders Change
-20
Holders Change %
-1.25%
% of All Funds
42.12%
Holding in Top 10
61
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-38.38%
% of All Funds
1.63%
New
103
Increased
531
Reduced
730
Closed
105
Calls
$2.06B
Puts
$2.06B
Net Calls
+$7.07M
Net Calls Change
-$265M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$474M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$371M
3
Barclays
Barclays
United Kingdom
+$362M
4
JHIU
Janus Henderson Investors US
Colorado
+$166M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$110M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.36B
2
HCM
Highfields Capital Management
Massachusetts
-$598M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$331M
4
WRF
Waddell & Reed Financial
Kansas
-$269M
5
Capital World Investors
Capital World Investors
California
-$264M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWFM
1251
Bridgewater Wealth & Financial Management
Maryland
$444K -$27.6K -229 -6%
OPCM
1252
Osborne Partners Capital Management
California
$442K +$105K +874 +31%
FMT
1253
First Mercantile Trust
Tennessee
$440K -$83K -690 -16%
IWA
1254
Inspirion Wealth Advisors
Illinois
$440K -$962 -8 -0.2%
GRQ
1255
Gardner Russo & Quinn
Pennsylvania
$438K – – –
Handelsbanken Fonder
1256
Handelsbanken Fonder
Sweden
$428K – – –
TW
1257
Transform Wealth
Colorado
$426K +$426K +3,540 New
TCOO
1258
Trust Company of Oklahoma
Oklahoma
$424K +$65.6K +545 +18%
MA
1259
MCF Advisors
Kentucky
$424K +$361 +3 +0.1%
NERM
1260
New England Research & Management
Illinois
$423K – – –
DBIA
1261
Dumont & Blake Investment Advisors
New Jersey
$419K +$36.1K +300 +9%
HI
1262
Hudock Inc
Pennsylvania
$418K +$10.9K +91 +3%
PMFA
1263
Plante Moran Financial Advisors
Michigan
$417K +$19K +158 +5%
AFWA
1264
Ancora Family Wealth Advisors
Ohio
$416K -$66.2K -550 -14%
HCM
1265
Hodges Capital Management
Texas
$415K – – –
HCC
1266
Hirtle Callaghan & Co
Pennsylvania
$414K -$70.4K -585 -15%
MGIA
1267
Moneta Group Investment Advisors
Missouri
$411K +$128K +1,065 +45%
MBI
1268
Montrusco Bolton Investments
Quebec, Canada
$410K -$1.2K -10 -0.3%
FMLI
1269
Fukoku Mutual Life Insurance
Japan
$409K -$132K -1,100 -24%
CA
1270
Cornerstone Advisory
Maryland
$409K -$2.53K -21 -0.6%
KA
1271
KLCM Advisors
Wisconsin
$409K +$39.1K +325 +11%
PAM
1272
Premier Asset Management
Illinois
$408K +$408K +3,394 New
GLI
1273
Guardian Life Insurance
New York
$407K -$1.93K -16 -0.5%
LA
1274
Lau Associates
Delaware
$406K – – –
IPC
1275
Independent Portfolio Consultants
Florida
$404K -$984K -8,172 -71%
49 50
51
52 53