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McDonald's
MCD

Overview Fund Activity

1,492 hedge funds and large institutions have $62.2B invested in McDonald's in 2013 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 553 increasing their positions, 608 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+121
Holders Change %
+8.83%
% of All Funds
43.33%
Holding in Top 10
51
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-31.08%
% of All Funds
1.48%
New
189
Increased
553
Reduced
608
Closed
49
Calls
$1.19B
Puts
$909M
Net Calls
+$280M
Net Calls Change
+$5.16M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.62B
2
Bank of America
Bank of America
North Carolina
$1.88B
3
Allianz Asset Management
Allianz Asset Management
Germany
$289M
4
BFA
BlackRock Fund Advisors
California
$1.31B
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.6B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$788M
2
IC
Institutional Capital
Illinois
$111M
3
State Street
State Street
Massachusetts
$4.85B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$569M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$928M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
276
Capstone Asset Management
Texas
$17.7M -$5.06M -52,153 -22%
SBH
277
Segall Bryant & Hamill
Illinois
$17.7M -$322K -3,317 -2%
ADEF
278
Adams Diversified Equity Fund
Maryland
$17.5M – – –
URS
279
Utah Retirement Systems
Utah
$17.3M – – –
DP
280
Dearborn Partners
Illinois
$17.3M +$264K +2,721 +2%
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$17.3M +$239K +2,462 +1%
CTC
282
Central Trust Company
Missouri
$17.1M -$414K -4,264 -2%
ERSOT
283
Employees Retirement System of Texas
Texas
$17.1M -$8.9M -91,760 -34%
PAS
284
Professional Advisory Services
Florida
$16.9M +$769K +7,927 +5%
Nomura Asset Management
285
Nomura Asset Management
Japan
$16.8M -$3.17M -32,620 -16%
ST
286
Sabal Trust
Florida
$16.8M +$642K +6,617 +4%
MIS
287
Morningstar Investment Services
Illinois
$16.7M +$4.33M +44,648 +35%
CC
288
Curian Capital
Colorado
$16.6M +$268K +2,768 +2%
TGA
289
Trilogy Global Advisors
Florida
$16.4M +$6.4M +65,948 +64%
WT
290
Whittier Trust
California
$16.4M -$692K -7,128 -4%
DADC
291
D.A. Davidson & Co
Montana
$16.3M +$4.36M +44,890 +37%
KCM
292
Kames Capital Management
United Kingdom
$16.1M -$4.1M -42,281 -20%
BDF
293
Balasa Dinverno & Foltz
$15.9M -$73K -752 -0.5%
JIC
294
Johnson Investment Counsel
Ohio
$15.8M -$482K -4,972 -3%
CAM
295
Coronation Asset Management
South Africa
$15.2M – – –
CI
296
Cooper Investors
Australia
$15.2M +$6.99M +64,419 +85%
WAM
297
World Asset Management
Michigan
$15.1M -$2.47M -25,448 -14%
AIM
298
abrdn Investment Management
United Kingdom
$14.9M +$228K +2,345 +2%
WHG
299
Westwood Holdings Group
Texas
$14.7M -$83.3K -859 -0.6%
DWM
300
Destination Wealth Management
California
$14.6M +$276K +2,849 +2%
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