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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.

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
1
Magellan Asset Management
Australia
$571M
2
Ameriprise
2
Ameriprise
Minnesota
$575M
3
AI
3
Analytic Investors
California
$254M
4
Millennium Management
4
Millennium Management
New York
$116M
5
DCM
5
Discovery Capital Management
Connecticut
$72.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.41B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$728M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$410M
4
SC
4
Sculptor Capital
New York
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1476
Wealthcare Capital Management
Virginia
$47K – – –
DSN
1477
D. Scott Neal
Kentucky
$46K -$7.48K -65 -14%
ACM
1478
Armbruster Capital Management
New York
$46K – – –
KIG
1479
Kessler Investment Group
Indiana
$46K +$46K +400 New
KLI
1480
Kelman-Lazarov Inc
Tennessee
$45.4K – – –
WHG
1481
Westwood Holdings Group
Texas
$43K +$2.76K +24 +7%
CPP
1482
Crow Point Partners
Massachusetts
$43K +$43K +376 New
CCS
1483
Crosspoint Capital Strategies
California
$41K – – –
SHJ
1484
Sharkey, Howes & Javer
Colorado
$39K – – –
AA
1485
AlphaMark Advisors
Kentucky
$38K – – –
LWM
1486
LBA Wealth Management
Florida
$36K – – –
IC
1487
IKOS CIF
Cyprus
$35K -$826K -7,084 -96%
WRM
1488
Westport Resources Management
Connecticut
$35K -$279K -2,430 -89%
TWMP
1489
Taylor Wealth Management Partners
Massachusetts
$34K – – –
WA
1490
WealthTrust-Arizona
Arizona
$32K – – –
TFO
1491
Tarbox Family Office
California
$32K – – –
NYLT
1492
New York Life Trust
New York
$31K -$90.8K -788 -75%
TIM
1493
Tortoise Investment Management
New York
$31K -$3.12K -27 -9%
AIS
1494
Accurate Investment Solutions
Pennsylvania
$30K +$115 +1 +0.4%
PCM
1495
Penserra Capital Management
California
$29K -$28.1K -245 -49%
ARMC
1496
American Research & Management Company
Massachusetts
$29K -$5.8K -50 -17%
IF
1497
Ironwood Financial
Arizona
$24K – – –
MSFP
1498
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
BAM
1499
Brave Asset Management
New Jersey
$23K – – –
AIM
1500
Anchor Investment Management
South Carolina
$22K – – –
58 59
60
61 62