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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 %
VCM
1351
Versant Capital Management
Arizona
$260K -$7.24K -63 -3%
FIM
1352
Freedom Investment Management
Connecticut
$258K +$258K +2,236 New
RBC
1353
Ronald Blue & Co
Georgia
$257K -$12.5K -109 -5%
CCM
1354
Copeland Capital Management
Pennsylvania
$257K -$11.6K -100 -4%
CIC
1355
Carnegie Investment Counsel
Ohio
$257K – – –
NFG
1356
Nations Financial Group
Iowa
$256K +$2.54K +22 +1%
RHBC
1357
R.H. Bluestein & Co
Michigan
$256K +$31.1K +270 +14%
SAMC
1358
Shinko Asset Management Company
Japan
$255K -$11.3K -98 -4%
FBFS
1359
First Business Financial Services
Wisconsin
$255K – – –
SRSA
1360
S.R. Schill & Associates
Washington
$255K – – –
WA
1361
WealthTrust Axiom
Pennsylvania
$254K -$15.9K -138 -6%
HPWM
1362
Highland Private Wealth Management
Washington
$254K -$1.85K -16 -0.7%
MIHAS
1363
Maj Invest Holding A/S
Denmark
$253K – – –
WCM
1364
Wallace Capital Management
Texas
$252K +$231 +2 +0.1%
RWG
1365
Regal Wealth Group
California
$251K – – –
NSAM
1366
North Star Asset Management
Wisconsin
$250K -$2.89K -25 -1%
KF
1367
Krilogy Financial
Missouri
$249K -$4.51K -39 -2%
GIA
1368
GHP Investment Advisors
Colorado
$249K +$115 +1 +0%
DAS
1369
Dynamic Advisor Solutions
Arizona
$249K +$922 +8 +0.4%
ZCA
1370
Zeke Capital Advisors
Pennsylvania
$246K +$246K +2,169 New
LFG
1371
LifePlan Financial Group
Ohio
$245K – – –
PAG
1372
Pinnacle Advisory Group
Maryland
$245K +$245K +2,140 New
SAA
1373
Southeast Asset Advisors
Georgia
$243K +$243K +2,104 New
SMH
1374
Sanders Morris Harris
Texas
$242K -$49K -425 -17%
HC
1375
Hendley & Co
Ohio
$242K – – –
53 54
55
56 57