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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 %
LT
601
LJ Trust
Nevada
$3.97M – – –
SGCA
602
Steel Grove Capital Advisors
Tennessee
$3.97M +$637K +6,497 +19%
PMG
603
ProVise Management Group
Florida
$3.97M +$891K +9,088 +29%
SCG
604
Strategic Capital Group
Washington
$3.96M +$2.4M +24,450 +153%
EWA
605
Exencial Wealth Advisors
Oklahoma
$3.96M -$75.2K -746 -2%
QBFM
606
QS Batterymarch Financial Management
New York
$3.94M +$1.19M +12,150 +43%
KCMRT
607
Kemper Corp Master Retirement Trust
Illinois
$3.92M – – –
CII
608
CR Intrinsic Investors
Connecticut
$3.92M +$3.92M +40,000 New
CIM
609
Corda Investment Management
Texas
$3.9M +$31.9K +325 +0.8%
VIA
610
Vantage Investment Advisors
Pennsylvania
$3.89M +$114K +1,166 +3%
WIM
611
Waverton Investment Management
United Kingdom
$3.88M -$39.2K -400 -1%
PIM
612
Penobscot Investment Management
Massachusetts
$3.88M -$259K -2,640 -6%
BAM
613
Burnham Asset Management
New York
$3.88M -$1.98M -20,192 -34%
LCP
614
Longhorn Capital Partners
Texas
$3.86M +$3.86M +39,400 New
MSR
615
Main Street Research
Connecticut
$3.85M -$9.8K -100 -0.3%
DA
616
Dillon & Associates
Michigan
$3.85M -$2.45K -25 -0.1%
MIM
617
Marco Investment Management
Georgia
$3.84M +$871K +8,880 +29%
GG
618
Greenwood Gearhart
Arkansas
$3.83M +$255K +2,604 +7%
IT
619
Investors Trust
Texas
$3.79M – – –
SIG
620
Sky Investment Group
Connecticut
$3.78M +$105K +1,075 +3%
WC
621
Whitnell & Co
Illinois
$3.77M -$20.3K -207 -0.5%
TCM
622
Tradition Capital Management
New Jersey
$3.77M +$123K +1,250 +3%
CAM
623
Carret Asset Management
New York
$3.74M -$348K -3,550 -9%
SCM
624
Shelton Capital Management
Colorado
$3.74M +$84.8K +865 +2%
RWM
625
RKL Wealth Management
Pennsylvania
$3.74M +$3.74M +38,116 New
23 24
25
26 27