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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 %
KFA
1451
Kays Financial Advisory
Georgia
$238K +$238K +1,955 New
BIC
1452
Beach Investment Counsel
Pennsylvania
$236K – – –
HTHT
1453
Hemenway Trust Hemenway Trust
New Hampshire
$235K – – –
BWL
1454
Bogart Wealth LLC
Virginia
$235K +$235K +1,930 New
JSL
1455
JT Stratford LLC
Georgia
$235K +$235K +1,934 New
MPIA
1456
Mountain Pacific Investment Advisers
Idaho
$233K -$97.5K -802 -29%
HI
1457
Hendershot Investments
Virginia
$233K – – –
RFA
1458
Reilly Financial Advisors
California
$233K +$63.8K +524 +38%
HJA
1459
Hugh Johnson Advisors
New York
$232K -$76.8K -631 -25%
FVCM
1460
F&V Capital Management
Florida
$231K – – –
CWM
1461
Concentric Wealth Management
California
$231K +$231K +1,900 New
1IA
1462
1834 Investment Advisors
Wisconsin
$230K -$1.22K -10 -0.5%
LBC
1463
Lawrence B. Cohen
$228K – – –
BAAM
1464
Baker Avenue Asset Management
California
$226K +$226K +1,860 New
FNBSF
1465
First National Bank Sioux Falls
South Dakota
$225K -$30.4K -250 -12%
EM
1466
Excalibur Management
Massachusetts
$225K -$6.09K -50 -3%
FPIS
1467
Financial Planning & Information Services
Wisconsin
$225K -$4.86K -40 -2%
LD
1468
Lipe & Dalton
New York
$224K – – –
LI
1469
Lafayette Investments
Maryland
$224K – – –
PHAM
1470
Palisades Hudson Asset Management
Florida
$223K – – –
WA
1471
Waverly Advisors
Alabama
$223K +$223K +1,831 New
RI
1472
Ridgewood Investments
New Jersey
$223K +$223K +1,832 New
MC
1473
Miles Capital
Iowa
$217K +$217K +1,782 New
CWM
1474
Cornerstone Wealth Management
Missouri
$215K +$215K +1,785 New
EM
1475
ELCO Management
New York
$214K +$214K +1,757 New
57 58
59
60 61