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McDonald's
MCD

1,378 hedge funds and large institutions have $63.8B invested in McDonald's in 2013 Q2 according to their latest regulatory filings, with 1,378 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.26% more ownership

Funds ownership: 0% → 64.26% (+64%)

49% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $824M

Holders
1,378
Holders Change
+1,378
Holders Change %
–
% of All Funds
44.96%
Holding in Top 10
100
Holding in Top 10 Change
+100
Holding in Top 10 Change %
% of All Funds
3.26%
New
1,378
Increased
–
Reduced
–
Closed
–
Calls
$1.23B
Puts
$824M
Net Calls
+$407M
Net Calls Change
+$407M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
426
Luther King Capital Management (LKCM)
Texas
$8.27M +$8.36M +83,519 New
JFG
427
JMG Financial Group
Illinois
$8.26M +$8.35M +83,417 New
HFS
428
HL Financial Services
Kentucky
$8.25M +$8.35M +83,332 New
CIBC World Market
429
CIBC World Market
Ontario, Canada
$8.2M +$8.3M +82,863 New
ADMI
430
Albert D. Mason Inc
Massachusetts
$8.15M +$8.25M +82,355 New
BONST
431
Bank of Nova Scotia Trust
Ontario, Canada
$8.14M +$8.15M +81,403 New
BFM
432
Boston Financial Management
Massachusetts
$8.12M +$8.22M +82,057 New
FIB
433
First Interstate Bank
Montana
$8.1M +$8.19M +81,781 New
BFO
434
Boston Family Office
Massachusetts
$8.09M +$8.18M +81,695 New
OC
435
Oppenheimer & Co
New York
$8.07M +$8.17M +81,549 New
PSI
436
Pinnacle Summer Investments
Virginia
$8.04M +$8.14M +81,248 New
FLPIM
437
F.L. Putnam Investment Management
Massachusetts
$8.01M +$8.1M +80,868 New
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$8M +$8.09M +80,803 New
SLI
439
Sumitomo Life Insurance
Japan
$7.86M +$7.95M +79,383 New
MIS
440
Morningstar Investment Services
Illinois
$7.82M +$7.91M +78,941 New
SI
441
Stephens Inc
Arkansas
$7.81M +$7.9M +78,902 New
V
442
Veritable
Delaware
$7.78M +$7.87M +78,614 New
CBB
443
Citizens Business Bank
California
$7.75M +$7.84M +78,309 New
Northwestern Mutual Wealth Management
444
Northwestern Mutual Wealth Management
Wisconsin
$7.73M +$7.82M +78,090 New
HFS
445
Haverford Financial Services
Pennsylvania
$7.67M +$7.76M +77,443 New
MCM
446
Monarch Capital Management
Indiana
$7.62M +$7.7M +76,928 New
GIM
447
Gyrus Investment Management
Ontario, Canada
$7.55M +$7.24M +72,292 New
BOH
448
Bank of Hawaii
Hawaii
$7.44M +$7.53M +75,151 New
RBCM
449
Raub Brock Capital Management
California
$7.42M +$7.5M +74,908 New
SAM
450
Scotia Asset Management
Ontario, Canada
$7.38M +$7.46M +74,537 New
16 17
18
19 20

MCD Hedge Fund Activity: Q2 2013 in Review

1,378 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2013, worth a combined $63.8B.

Buyers outnumbered sellers: 1,378 funds opened new MCD positions and 0 closed out — a net gain of 1,378 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,378 institutional investors held McDonald's (MCD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $63.8B of McDonald's stock for Q2 2013.
  • 1,378 funds opened new McDonald's positions in Q2 2013 and 0 closed out, a net change of +1,378 holders.

Based on aggregated 13F filings for Q2 2013.