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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 %
IC
551
InterOcean Capital
Illinois
$4.87M +$415K +4,230 +9%
DG
552
Davidson & Garrard
Virginia
$4.86M +$59.9K +611 +1%
HAM
553
Highstreet Asset Management
Ontario, Canada
$4.85M -$682K -6,960 -12%
CIM
554
Confluence Investment Management
Missouri
$4.8M +$881K +8,985 +22%
YIA
555
YHB Investment Advisors
Connecticut
$4.78M +$304K +3,098 +7%
CNBT
556
Canandaigua National Bank & Trust
New York
$4.78M -$186K -1,898 -4%
GSBTD
557
Glenview State Bank Trust Department
Illinois
$4.76M +$142K +1,450 +3%
WC
558
Woodstock Corp
Massachusetts
$4.72M -$31.9K -325 -0.7%
RIL
559
Rothschild Investment LLC
Illinois
$4.69M -$995K -10,145 -17%
BBHC
560
Brown Brothers Harriman & Co
New York
$4.69M -$158K -1,614 -3%
CWA
561
Constellation Wealth Advisors
New York
$4.66M +$181K +1,848 +4%
AHC
562
Adell Harriman & Carpenter
Texas
$4.59M -$323K -3,300 -7%
APFBOT
563
Amica Pension Fund Board of Trustees
Rhode Island
$4.59M – – –
BCM
564
Birmingham Capital Management
Alabama
$4.55M +$531K +5,412 +13%
AIC
565
Argus Investors Counsel
New York
$4.51M +$19.6K +200 +0.4%
AP
566
Appleton Partners
Massachusetts
$4.47M -$5.26M -53,624 -54%
CAM
567
Columbia Asset Management
Michigan
$4.47M +$88.8K +906 +2%
KFP
568
Keystone Financial Planning
Ohio
$4.46M +$465K +4,746 +12%
KJHP
569
K.J. Harrison & Partners
Ontario, Canada
$4.45M +$309K +3,165 +7%
BSPF
570
British Steel Pension Fund
United Kingdom
$4.4M +$625K +6,373 +17%
MCTIC
571
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$4.4M -$184K -1,875 -4%
Jones Financial Companies
572
Jones Financial Companies
Missouri
$4.37M +$543K +5,537 +14%
LGC
573
Laurel Grove Capital
California
$4.34M -$103K -1,050 -2%
PTC
574
Petrus Trust Company
Texas
$4.29M – – –
JFG
575
JMG Financial Group
Illinois
$4.29M -$3.87M -39,474 -47%
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