MCD icon

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 %
UB
351
UMB Bank
Missouri
$11.9M -$3.72M -37,996 -24%
FBNAT
352
FirstMerit Bank N.A. Trustee
Ohio
$11.9M -$71.6K -730 -0.6%
WDA
353
Wendell David Associates
New Hampshire
$11.8M -$763K -7,785 -6%
AA
354
ALPS Advisors
Colorado
$11.7M +$933K +9,515 +9%
DMIC
355
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.6M +$448K +4,567 +4%
AT
356
Arvest Trust
Oklahoma
$11.6M -$127K -1,252 -1%
ABC
357
Associated Banc-Corp
Wisconsin
$11.5M +$176K +1,791 +2%
First Trust Advisors
358
First Trust Advisors
Illinois
$11.2M +$1.8M +18,331 +19%
BF
359
BOK Financial
Oklahoma
$11.2M -$465K -4,739 -4%
KIA
360
KCM Investment Advisors
California
$11.2M +$57.6K +588 +0.5%
Bessemer Group
361
Bessemer Group
New Jersey
$11.1M -$461K -4,702 -4%
HAI
362
Hennessy Advisors Inc
California
$11.1M +$2.26M +23,100 +26%
MWAC
363
Mariner Wealth Advisors (Cincinnati)
Ohio
$11M +$521K +5,312 +5%
FTIOP
364
Fiduciary Trust International of Pennsylvania
Pennsylvania
$10.8M +$118K +1,199 +1%
SBH
365
Segall Bryant & Hamill
Illinois
$10.8M -$7.12M -72,673 -40%
RMA
366
Roffman Miller Associates
Pennsylvania
$10.8M +$223K +2,270 +2%
M&T Bank
367
M&T Bank
New York
$10.8M -$794K -8,102 -7%
TBA
368
Tower Bridge Advisors
Pennsylvania
$10.8M +$1.64M +16,733 +18%
CNB
369
City National Bank
California
$10.7M -$596K -6,082 -5%
Creative Planning
370
Creative Planning
Kansas
$10.7M -$308K -3,141 -3%
TCT
371
TIAA CREF Trust
Missouri
$10.5M +$210K +2,142 +2%
RT
372
Rockland Trust
Massachusetts
$10.4M +$8.11M +82,753 +352%
UCFA
373
United Capital Financial Advisors
Texas
$10.3M +$4.35M +44,377 +73%
B
374
BP
United Kingdom
$10.3M – – –
HSA
375
Hussman Strategic Advisors
Maryland
$10.3M -$9.8M -100,000 -49%
13 14
15
16 17