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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 %
CIM
601
Corda Investment Management
Texas
$3.83M -$20.4K -210 -0.5%
MSR
602
Main Street Research
Connecticut
$3.83M -$22.1K -228 -0.6%
AHS
603
Aspiriant Holdings S3
California
$3.82M -$68.9K -710 -2%
DA
604
Dillon & Associates
Michigan
$3.82M – – –
EWA
605
Exencial Wealth Advisors
Oklahoma
$3.79M -$131K -1,376 -3%
Jones Financial Companies
606
Jones Financial Companies
Missouri
$3.79M +$301K +3,106 +9%
KIG
607
Kovitz Investment Group
Illinois
$3.78M +$78.4K +808 +2%
CTA
608
Colonial Trust Advisors
South Carolina
$3.76M -$75.1K -774 -2%
BHWM
609
Bar Harbor Wealth Management
New Hampshire
$3.76M -$107K -1,107 -3%
WC
610
Whitnell & Co
Illinois
$3.75M -$166K -1,708 -4%
LMF
611
LMR Master Fund
Cayman Islands
$3.75M +$3.75M +38,604 New
VIA
612
Vantage Investment Advisors
Pennsylvania
$3.74M +$3.74M +38,552 New
BSPF
613
British Steel Pension Fund
United Kingdom
$3.74M +$3.74M +38,515 New
FNBT
614
FineMark National Bank & Trust
Florida
$3.71M +$176K +1,813 +5%
IT
615
Investors Trust
Texas
$3.71M -$4.15M -43,243 -53%
OCM
616
Olstein Capital Management
New York
$3.69M -$388K -4,000 -10%
SIG
617
Sky Investment Group
Connecticut
$3.64M +$2.78M +28,632 +323%
OCM
618
Orleans Capital Management
Louisiana
$3.62M +$12.3K +127 +0.3%
SCM
619
Shelton Capital Management
Colorado
$3.62M -$77.6K -800 -2%
TCM
620
Tradition Capital Management
New Jersey
$3.61M +$64.6K +666 +2%
GG
621
Greenwood Gearhart
Arkansas
$3.54M +$114K +1,173 +3%
BCM
622
BBT Capital Management
Texas
$3.54M -$133K -1,372 -4%
KWMG
623
King Wealth Management Group
Florida
$3.54M -$1.94K -20 -0.1%
CCT
624
Capital City Trust
Florida
$3.52M +$51.9K +535 +1%
PHIMC
625
Private Harbour Investment Management & Counsel
Ohio
$3.51M +$37.1K +382 +1%
23 24
25
26 27