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
$575M
3
AI
Analytic Investors
California
$254M
4
Millennium Management
Millennium Management
New York
$116M
5
DCM
Discovery Capital Management
Connecticut
$72.4M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.41B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$728M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$410M
4
SC
Sculptor Capital
New York
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
1401
Destination Wealth Management
California
$214K -$64.7K -560 -23%
LD
1402
Lipe & Dalton
New York
$213K – – –
LI
1403
Lafayette Investments
Maryland
$212K – – –
PHAM
1404
Palisades Hudson Asset Management
Florida
$211K – – –
LP
1405
LGL Partners
Pennsylvania
$209K +$10.8K +94 +5%
BFPW
1406
BOK Financial Private Wealth
Colorado
$208K +$208K +1,801 New
RG
1407
Rikoon Group
New Mexico
$207K +$207K +1,795 New
HDIM
1408
Hanson & Doremus Investment Management
Vermont
$205K -$11K -95 -5%
ABTD
1409
Arvest Bank Trust Division
Oklahoma
$205K +$205K +1,777 New
BOS
1410
Bingham Osborn & Scarborough
California
$202K – – –
TCM
1411
Tradewinds Capital Management
Washington
$200K +$20.8K +181 +12%
WEC
1412
Winslow Evans & Crocker
Massachusetts
$191K – – –
RPG
1413
Risk Paradigm Group
Texas
$189K +$20.8K +180 +12%
DAM
1414
Delta Asset Management
Tennessee
$184K -$1.15K -10 -0.6%
NC
1415
NewSquare Capital
Pennsylvania
$164K – – –
HPBT
1416
High Point Bank & Trust
North Carolina
$163K – – –
IR
1417
Invictus RG
Bermuda
$162K -$58.7K -510 -27%
CCMW
1418
Cypress Capital Management (Wyoming)
Wyoming
$162K -$9.34K -81 -5%
RFA
1419
Reilly Financial Advisors
California
$160K -$16.8K -146 -10%
VHAM
1420
Van Hulzen Asset Management
California
$159K +$57.8K +500 +57%
TSW
1421
Thompson Siegel & Walmsley
Virginia
$148K +$116 +1 +0.1%
TCCM
1422
Timber Creek Capital Management
Massachusetts
$147K +$88.4K +770 +151%
CAL
1423
Capital Advisors Ltd
Ohio
$139K – – –
CHP
1424
Cable Hill Partners
Oregon
$136K -$2.17K -19 -2%
TG
1425
TLP Group
Illinois
$126K -$416K -3,616 -77%
55 56
57
58 59