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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 %
BWP
1501
Baldwin Wealth Partners
Massachusetts
$20K -$113K -975 -85%
BCMIO
1502
Beacon Capital Management Inc (Ohio)
Ohio
$16K -$103K -905 -87%
LYV
1503
Live Your Vision
Pennsylvania
$16K +$16K +141 New
RI
1504
Redwood Investments
Massachusetts
$15K -$17.6M -155,132 -100%
SI
1505
Sentry Investments
Ontario, Canada
$15K +$3.97K +34,400 +36%
LWA
1506
Lowe Wealth Advisors
Maryland
$14K – – –
AWM
1507
AllSquare Wealth Management
New York
$14K – – –
FWM
1508
Focused Wealth Management
New York
$13K – – –
EWM
1509
Elite Wealth Management
Washington
$13K +$13K +109 New
BC
1510
Barnett & Company
Tennessee
$11K – – –
GWA
1511
Guidant Wealth Advisors
Illinois
$11K +$11K +100 New
CTB
1512
Country Trust Bank
Illinois
$10K – – –
BCI
1513
Brinker Capital Investments
Pennsylvania
$8K -$13.9K -115 -64%
DPA
1514
Delphi Private Advisors
California
$8K +$111 +1 +1%
TDC
1515
Thompson Davis & Co
Virginia
$6K -$17.4K -154 -74%
PFO
1516
Pathstone Family Office
New Jersey
$6K -$5K -40 -45%
TCM
1517
TD Capital Management
Tennessee
$6K – – –
JIR
1518
James Investment Research
Ohio
$6K – – –
HS
1519
Horan Securities
United States
$6K +$6K +50 New
HIM
1520
Hillsdale Investment Management
Ontario, Canada
$5K -$57.5K -460 -92%
EWM
1521
Edge Wealth Management
New York
$4K -$571 -5 -13%
RCG
1522
Ruggie Capital Group
Florida
$4K – – –
WAS
1523
WESPAC Advisors SoCal
California
$3.92K – – –
FNB
1524
Farmers National Bank
Kentucky
$3.75K +$194 +1,678 +5%
CCM
1525
Cupps Capital Management
Illinois
$1K -$875K -7,875 -100%
59 60
61
62 63