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McDonald's
MCD

Overview Fund Activity

1,613 hedge funds and large institutions have $68.6B invested in McDonald's in 2016 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 549 increasing their positions, 678 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,613
Holders Change
+88
Holders Change %
+5.77%
% of All Funds
40.39%
Holding in Top 10
54
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8%
% of All Funds
1.35%
New
174
Increased
549
Reduced
678
Closed
59
Calls
$1.94B
Puts
$1.8B
Net Calls
+$135M
Net Calls Change
-$354M

Top Buyers

1
MAM
Magellan Asset Management
Australia
$1.01B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$659M
3
Morgan Stanley
Morgan Stanley
New York
$884M
4
Wells Fargo
Wells Fargo
California
$1.23B
5
Asset Management One
Asset Management One
Japan
$175M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$2.98B
2
Jennison Associates
Jennison Associates
New York
$162M
3
MTB
Mizuho Trust & Banking
Japan
$0
4
Barclays
Barclays
United Kingdom
$242M
5
Deutsche Bank
Deutsche Bank
Germany
$263M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
1401
Pinnacle Advisory Group
Maryland
$275K +$14K +115 +5%
SIM
1402
SSI Investment Management
California
$274K -$484 -4 -0.2%
LP
1403
LGL Partners
Pennsylvania
$274K +$51.8K +425 +23%
JFGLC
1404
Johnson Financial Group LLC (Colorado)
Colorado
$272K +$272K +2,234 New
CCM
1405
Copeland Capital Management
Pennsylvania
$271K – – –
SRSA
1406
S.R. Schill & Associates
Washington
$269K – – –
WA
1407
WealthTrust Axiom
Pennsylvania
$269K +$365 +3 +0.1%
TCM
1408
Tradition Capital Management
New Jersey
$268K -$52.2K -429 -16%
HPWM
1409
Highland Private Wealth Management
Washington
$268K -$610 -5 -0.2%
Verition Fund Management
1410
Verition Fund Management
Connecticut
$267K -$370K -3,044 -58%
LA
1411
Legacy Advisors
Pennsylvania
$267K +$267K +2,201 New
RWG
1412
Regal Wealth Group
California
$265K – – –
CIM
1413
CenturyLink Investment Management
Colorado
$264K -$421K -3,456 -61%
NSAM
1414
North Star Asset Management
Wisconsin
$264K – – –
AA
1415
ALPS Advisors
Colorado
$264K +$264K +2,171 New
VCM
1416
Versant Capital Management
Arizona
$260K -$15K -123 -5%
UF
1417
Univest Financial
Pennsylvania
$258K -$28.4K -233 -10%
LFG
1418
LifePlan Financial Group
Ohio
$257K -$2.44K -20 -0.9%
SAA
1419
Southeast Asset Advisors
Georgia
$257K +$852 +7 +0.3%
CAM
1420
Concorde Asset Management
Michigan
$257K +$16.1K +132 +7%
SMH
1421
Sanders Morris Harris
Texas
$256K – – –
HC
1422
Hendley & Co
Ohio
$256K – – –
WCM
1423
Wallace Capital Management
Texas
$255K -$10.9K -89 -4%
LA
1424
Leonetti & Associates
Illinois
$253K – – –
OCM
1425
One Capital Management
California
$253K +$6.08K +50 +2%
55 56
57
58 59