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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 %
CFP
1326
Cornerstone Financial Partners
North Carolina
$279K -$1.48M -12,675 -84%
PCM
1327
Princeton Capital Management
New Jersey
$279K -$7.26K -63 -3%
BCM
1328
Brown Capital Management
Maryland
$279K +$1.73K +15 +0.6%
HIC
1329
Holderness Investments Company
North Carolina
$278K -$5.76K -50 -2%
KFA
1330
Kelleher Financial Advisors
New York
$278K – – –
EEG
1331
E.E. Geduld
$277K – – –
BCB
1332
Brian C. Broderick
$276K -$69K -600 -20%
MWP
1333
MYCIO Wealth Partners
Pennsylvania
$275K -$34.4K -298 -11%
AIM
1334
Artemis Investment Management
United Kingdom
$274K -$158K -1,366 -37%
VA
1335
Valmark Advisers
Ohio
$274K -$8.31K -72 -3%
MKC
1336
M. Kraus & Co
Vermont
$273K – – –
OSNBOA
1337
Old Second National Bank of Aurora
Illinois
$272K – – –
CG
1338
Cutler Group
California
$272K +$46K +399 +20%
PG
1339
Patten Group
Tennessee
$272K -$54.1K -469 -17%
AIM
1340
Allen Investment Management
New York
$271K – – –
UF
1341
Univest Financial
Pennsylvania
$271K +$31.5K +273 +13%
HFS
1342
Haverford Financial Services
Pennsylvania
$270K -$3.46K -30 -1%
AIM
1343
Avity Investment Management
Connecticut
$270K +$270K +2,350 New
FCCM
1344
First City Capital Management
Georgia
$267K – – –
BCP
1345
Berkeley Capital Partners
Georgia
$264K -$11.8K -104 -4%
SCCM
1346
Schafer Cullen Capital Management
New York
$264K +$264K +2,288 New
SS
1347
Simplicity Solutions
Minnesota
$263K +$263K +2,276 New
PFM
1348
Parsec Financial Management
North Carolina
$262K -$81.3K -706 -24%
SIM
1349
SSI Investment Management
California
$261K -$3.57K -31 -1%
OPCM
1350
Osborne Partners Capital Management
California
$260K -$165K -1,424 -39%
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