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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 %
KA
1451
Klingman & Associates
New York
$88K – – –
EWM
1452
Endurance Wealth Management
Rhode Island
$86K – – –
BWA
1453
Burt Wealth Advisors
Maryland
$86K – – –
JAM
1454
Jolley Asset Management
North Carolina
$81K – – –
IWC
1455
Integrated Wealth Counsel
California
$80K – – –
HWP
1456
Hefty Wealth Partners
Indiana
$80K +$41.3K +359 +107%
MIC
1457
MU Investments Company
Japan
$79K -$76.7K -670 -49%
CPA
1458
Cowen Prime Advisors
New York
$74K – – –
MUS
1459
Mitsubishi UFJ Securities
Japan
$72K -$19.7K -170 -22%
GAM
1460
Gemmer Asset Management
California
$71K -$2.31K -20 -3%
KPCM
1461
Kings Point Capital Management
New York
$71K +$16.3K +142 +30%
CFS
1462
Commonwealth Financial Services
West Virginia
$69K – – –
GI
1463
Gradient Investments
Minnesota
$68K -$15.1K -130 -18%
HR
1464
Howe & Rusling
New York
$67K +$11.6K +100 +21%
BCM
1465
Blume Capital Management
California
$66K +$25.3K +220 +62%
RFWA
1466
RPg Family Wealth Advisory
Massachusetts
$63.2K -$26.3K -228 -29%
FPTW
1467
Franklin, Parlapiano, Turner & Welch
Texas
$63K -$27K -236 -30%
OFS
1468
Orrstown Financial Services
Pennsylvania
$60K -$18.9K -165 -24%
BGIM
1469
Brandywine Global Investment Management
Pennsylvania
$60K +$1.97K +17 +3%
SIC
1470
Salem Investment Counselors
North Carolina
$58.5K +$3.67K +3,185 +7%
PCP
1471
Proficio Capital Partners
Massachusetts
$56K +$4.64K +40 +9%
LCS
1472
Levin Capital Strategies
New York
$55.8K -$6.47K -56,088 -10%
MWM
1473
MinichMacGregor Wealth Management
New York
$52K +$113 +1 +0.2%
DIA
1474
Davidson Investment Advisors
Montana
$51K +$26.3K +235 +107%
BG
1475
Bollard Group
Massachusetts
$51K +$51K +438 New
57 58
59
60 61