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McDonald's
MCD

Overview Fund Activity

1,551 hedge funds and large institutions have $60B invested in McDonald's in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 519 increasing their positions, 691 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+72
Holders Change %
+4.87%
% of All Funds
41.39%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
1.36%
New
175
Increased
519
Reduced
691
Closed
87
Calls
$2.91B
Puts
$1.79B
Net Calls
+$1.12B
Net Calls Change
+$332M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$1.12B
2
State Street
State Street
Massachusetts
$4.63B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$479M
4
N
Natixis
France
$271M
5
Millennium Management
Millennium Management
New York
$246M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$0
2
Bank of America
Bank of America
North Carolina
$987M
3
Renaissance Technologies
Renaissance Technologies
New York
$360M
4
IGIM
I.G. Investment Management
Manitoba, Canada
$59.6M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
326
Johnson Investment Counsel
Ohio
$12.7M -$879K -9,383 -6%
BC
327
Bartlett & Co
Ohio
$12.7M -$602K -6,428 -5%
CIM
328
Corda Investment Management
Texas
$12.6M +$8.88M +94,764 +240%
CFA
329
Capstone Financial Advisors
Illinois
$12.6M -$235K -2,506 -2%
DMIC
330
Dixon Mitchell Investment Counsel
British Columbia, Canada
$12.6M – – –
SMDAM
331
Sumitomo Mitsui DS Asset Management
Japan
$12.6M -$503K -5,363 -4%
Macquarie Group
332
Macquarie Group
Australia
$12.6M -$3.43M -36,649 -21%
GC
333
Guardian Capital
Ontario, Canada
$12.5M -$261K -2,785 -2%
GGI
334
Godsey & Gibb Inc
Virginia
$12.5M +$198K +2,115 +2%
JPMPWA
335
J.P. Morgan Private Wealth Advisors
California
$12.4M -$10.4M -111,363 -46%
UCFA
336
United Capital Financial Advisors
Texas
$12.4M +$2.1M +22,402 +20%
Bessemer Group
337
Bessemer Group
New Jersey
$12.4M +$596K +6,361 +5%
CSIC
338
Clifford Swan Investment Counsel
California
$12.3M +$151K +1,610 +1%
OI
339
Oakbrook Investments
Illinois
$12.3M +$4.9M +52,300 +67%
PAS
340
Professional Advisory Services
Florida
$12.1M -$422K -4,503 -3%
NIM
341
Northeast Investment Management
Massachusetts
$12.1M -$665K -7,092 -5%
DILH
342
Dai-ichi Life Holdings
Japan
$11.9M +$714K +7,618 +6%
HFS
343
HL Financial Services
Kentucky
$11.9M -$570K -6,081 -5%
CNB
344
City National Bank
California
$11.8M +$483K +5,150 +4%
MOACM
345
Mutual of America Capital Management
New York
$11.5M +$80.5K +859 +0.7%
VFAM
346
Valley Forge Asset Management
Pennsylvania
$11.5M +$599K +6,390 +5%
GKIM
347
GW&K Investment Management
Massachusetts
$11.4M +$1.79M +19,149 +19%
WAM
348
World Asset Management
Michigan
$11.3M -$2.36M -25,154 -17%
HAI
349
Hennessy Advisors Inc
California
$11.3M +$234K +2,500 +2%
RT
350
Rockland Trust
Massachusetts
$11.2M +$87.2K +931 +0.8%
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