MCD icon

McDonald's
MCD

Overview Fund Activity

1,588 hedge funds and large institutions have $79.1B invested in McDonald's in 2015 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 495 increasing their positions, 703 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,588
Holders Change
+96
Holders Change %
+6.43%
% of All Funds
41.7%
Holding in Top 10
110
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+39.24%
% of All Funds
2.89%
New
199
Increased
495
Reduced
703
Closed
81
Calls
$2.01B
Puts
$1.4B
Net Calls
+$613M
Net Calls Change
-$351M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$3.65B
2
Jennison Associates
2
Jennison Associates
New York
$919M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$476M
4
UBS Group
4
UBS Group
Switzerland
$690M
5
SIG
5
Senator Investment Group
New York
$177M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$3.89B
2
SAM
2
Southeastern Asset Management
Tennessee
$148M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$172M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.89B
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
1526
Integrated Wealth Counsel
California
$70K – – –
KPCM
1527
Kings Point Capital Management
New York
$63K +$30.4K +257 +93%
PCM
1528
Penserra Capital Management
California
$63K +$63K +535 New
HF
1529
Hoxton Financial
West Virginia
$62K – – –
LWM
1530
LBA Wealth Management
Florida
$60K +$16.1K +136 +37%
JAM
1531
Jolley Asset Management
North Carolina
$59K – – –
MUS
1532
Mitsubishi UFJ Securities
Japan
$57K -$19K -160 -25%
CFS
1533
Commonwealth Financial Services
West Virginia
$56K – – –
MWM
1534
MinichMacGregor Wealth Management
New York
$56K +$56K +585 New
DSN
1535
D. Scott Neal
Kentucky
$53K +$53K +445 New
BCM
1536
Blume Capital Management
California
$50K -$11.8K -100 -19%
WCM
1537
Wealthcare Capital Management
Virginia
$48K – – –
ACM
1538
Armbruster Capital Management
New York
$47K +$47K +400 New
NYLT
1539
New York Life Trust
New York
$42K +$21.2K +180 +102%
ARMC
1540
American Research & Management Company
Massachusetts
$41K – – –
SHJ
1541
Sharkey, Howes & Javer
Colorado
$40K – – –
HWP
1542
Hefty Wealth Partners
Indiana
$39K +$39K +337 New
SFU
1543
Stonehage Fleming (UK)
United Kingdom
$35K -$35K -300 -50%
TDC
1544
Thompson Davis & Co
Virginia
$35K +$28.8K +240 +462%
WA
1545
Winfield Associates
Ohio
$35K +$35K +300 New
CG
1546
Cutler Group
California
$35K +$35K +300 New
CTB
1547
Country Trust Bank
Illinois
$34K – – –
LWM
1548
Lenox Wealth Management
Ohio
$33K -$2.27K -19 -6%
AIM
1549
Assured Investment Management
New York
$33K +$33K +283 New
TFO
1550
Tarbox Family Office
California
$30K – – –
60 61
62
63 64