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McDonald's
MCD

Overview Fund Activity

1,492 hedge funds and large institutions have $62.2B invested in McDonald's in 2013 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 553 increasing their positions, 608 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+121
Holders Change %
+8.83%
% of All Funds
43.33%
Holding in Top 10
51
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-31.08%
% of All Funds
1.48%
New
189
Increased
553
Reduced
608
Closed
49
Calls
$1.19B
Puts
$909M
Net Calls
+$280M
Net Calls Change
+$5.16M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$278M
2
Bank of America
Bank of America
North Carolina
+$162M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$103M
4
BFA
BlackRock Fund Advisors
California
+$102M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$596M
2
IC
Institutional Capital
Illinois
-$553M
3
State Street
State Street
Massachusetts
-$374M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$185M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
576
Choate Investment Advisors
Massachusetts
$4.15M -$134K -1,379 -3%
DWA
577
Douglass Winthrop Advisors
New York
$4.13M -$191K -1,972 -4%
WA
578
WBH Advisory
Maryland
$4.13M +$14.5K +149 +0.4%
ATC
579
Argent Trust Company
Louisiana
$4.13M -$527K -5,436 -11%
PIM
580
Penobscot Investment Management
Massachusetts
$4.1M +$17K +175 +0.4%
PIM
581
Profit Investment Management
Maryland
$4.07M +$1.02M +10,500 +33%
CAM
582
Carret Asset Management
New York
$4.05M -$709K -7,304 -15%
LBC
583
Lowe Brockenbrough & Co
Virginia
$4.03M -$160K -1,648 -4%
LI
584
LMCG Investments
Massachusetts
$4M -$1.08M -11,107 -21%
HRC
585
Hoertkorn Richard Charles
$3.98M +$3.98M +41,050 New
BCM
586
Birmingham Capital Management
Alabama
$3.98M +$420K +4,325 +12%
KFP
587
Keystone Financial Planning
Ohio
$3.96M +$3.96M +40,759 New
OIM
588
Opus Investment Management
Massachusetts
$3.95M +$1.94M +20,000 +97%
PP
589
Palladium Partners
Virginia
$3.94M +$87.3K +900 +2%
LT
590
LJ Trust
Nevada
$3.93M +$3.93M +40,500 New
MHIC
591
Marble Harbor Investment Counsel
Massachusetts
$3.93M -$142K -1,460 -3%
LIM
592
Leavell Investment Management
Alabama
$3.92M -$87.3K -900 -2%
CTA
593
Chesley Taft & Associates
Illinois
$3.9M -$47.2K -486 -1%
WIM
594
Waverton Investment Management
United Kingdom
$3.88M -$4.66M -48,005 -55%
AIMCA
595
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.88M -$2.56M -26,400 -40%
KCMRT
596
Kemper Corp Master Retirement Trust
Illinois
$3.88M – – –
CIM
597
Confluence Investment Management
Missouri
$3.88M +$780K +8,040 +25%
WSFS
598
Wilmington Savings Fund Society
Delaware
$3.87M +$65.6K +676 +2%
SIG
599
Schooner Investment Group
Pennsylvania
$3.86M +$1.01M +10,500 +36%
WF
600
WealthTrust Fairport
Ohio
$3.86M -$253K -2,605 -6%
22 23
24
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