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McDonald's
MCD

Overview Fund Activity

1,479 hedge funds and large institutions have $62.7B invested in McDonald's in 2014 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 587 increasing their positions, 635 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
-13
Holders Change %
-0.87%
% of All Funds
42.75%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.76%
New
79
Increased
587
Reduced
635
Closed
76
Calls
$994M
Puts
$694M
Net Calls
+$300M
Net Calls Change
+$19.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$516M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$384M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$213M
4
IGIM
I.G. Investment Management
Manitoba, Canada
+$154M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$148M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$711M
2
State Street
State Street
Massachusetts
-$445M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$327M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$187M
5
Two Sigma Investments
Two Sigma Investments
New York
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
301
Coronation Asset Management
South Africa
$15.4M – – –
FCI
302
Financial Counselors Inc
Kansas
$15.3M +$1.01M +10,257 +7%
OTPPB
303
Ontario Teachers' Pension Plan Board
Ontario, Canada
$15.3M -$3.6M -36,682 -19%
BC
304
Bartlett & Co
Ohio
$15.2M -$17.3M -176,827 -53%
FWCM
305
Ferguson Wellman Capital Management
Oregon
$15.1M +$2.42M +24,713 +19%
HIMC
306
Heritage Investors Management Corp
Maryland
$15.1M +$368K +3,750 +3%
PP
307
Prospector Partners
Connecticut
$15.1M +$15.1M +153,600 New
DWM
308
Destination Wealth Management
California
$14.9M +$186K +1,901 +1%
TAM
309
Taurus Asset Management
New York
$14.9M +$915K +9,337 +7%
KCM
310
Kames Capital Management
United Kingdom
$14.8M -$1.53M -15,598 -9%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$14.8M +$219K +2,231 +2%
GC
312
Guardian Capital
Ontario, Canada
$14.4M +$105K +1,067 +0.7%
CFA
313
Capstone Financial Advisors
Illinois
$14.3M +$533K +5,439 +4%
SCM
314
Smead Capital Management
Arizona
$14.2M +$1.76M +17,928 +14%
GAM
315
Gotham Asset Management
New York
$14.1M +$8.93M +91,062 +172%
PNC
316
Park National Corp
Ohio
$14.1M -$344K -3,505 -2%
DCM
317
Donaldson Capital Management
Indiana
$14M -$186K -1,901 -1%
AIA
318
Avalon Investment & Advisory
Texas
$13.9M -$177K -1,810 -1%
MI
319
Markston International
New York
$13.9M +$4.9K +50 +0%
Zurich Cantonal Bank
320
Zurich Cantonal Bank
Switzerland
$13.8M +$1.46M +14,932 +12%
CIBC World Market
321
CIBC World Market
Ontario, Canada
$13.7M -$925K -9,431 -6%
HFS
322
HL Financial Services
Kentucky
$13.6M -$64.6K -659 -0.5%
NIM
323
Northeast Investment Management
Massachusetts
$13.6M -$952K -9,715 -7%
GE
324
General Electric
Ohio
$13.6M -$5.49K -56 -0%
WAM
325
World Asset Management
Michigan
$13.5M -$1.77M -18,093 -12%
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