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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
$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 %
TJHA
1426
Thomas J. Herzfeld Advisors
Florida
$124K +$694 +6 +0.6%
DOA
1427
D'Orazio & Associates
Virginia
$124K +$688 +6 +0.6%
SIG
1428
Stanford Investment Group
California
$123K +$115 +1 +0.1%
BL
1429
Balentine LLC
Georgia
$123K +$41.2K +356 +50%
ZB
1430
Zions Bancorporation
Utah
$122K +$7.8K +68 +7%
WA
1431
Winfield Associates
Ohio
$120K -$4.04K -35 -3%
EDRE
1432
Edmond de Rothschild (Europe)
Luxembourg
$120K – – –
CFN
1433
Cordasco Financial Network
Florida
$120K – – –
KKAMG
1434
Kernodle & Katon Asset Management Group
Arkansas
$118K -$56.5K -491 -32%
QAM
1435
QCI Asset Management
New York
$118K – – –
AFIA
1436
America First Investment Advisors
Nebraska
$115K – – –
CWM
1437
Catamount Wealth Management
Connecticut
$114K +$114K +1,000 New
AA
1438
Apriem Advisors
California
$110K -$66.8K -579 -38%
GWS
1439
Glassman Wealth Services
Virginia
$107K – – –
SIA
1440
SeaBridge Investment Advisors
New Jersey
$103K – – –
TC
1441
Trust Company
Kansas
$102K +$693 +6 +0.7%
SIM
1442
Sonora Investment Management
Arizona
$101K +$21.7K +188 +27%
IP
1443
Isthmus Partners
Wisconsin
$99K -$45.8K -400 -32%
VCM
1444
Vigilant Capital Management
Maine
$97K +$16.2K +141 +20%
HCM
1445
Herndon Capital Management
Georgia
$97K +$87.6K +758 +936%
CWM
1446
Cranbrook Wealth Management
Michigan
$94K – – –
IPC
1447
Independent Portfolio Consultants
Florida
$93K -$292K -2,545 -76%
CM
1448
Castleark Management
Illinois
$92K – – –
ACM
1449
Americafirst Capital Management
California
$91.3K – – –
CF
1450
CenterStar Fund
Illinois
$89K -$1.19M – –
56 57
58
59 60