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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 %
OCM
626
Olstein Capital Management
New York
$3.73M – – –
DIA
627
Denver Investment Advisors
Colorado
$3.72M -$1.23M -12,590 -25%
BHWM
628
Bar Harbor Wealth Management
New Hampshire
$3.72M -$79.3K -809 -2%
LIM
629
Leavell Investment Management
Alabama
$3.71M -$248K -2,532 -6%
KIG
630
Kovitz Investment Group
Illinois
$3.71M -$173K -1,739 -4%
IIM
631
Intact Investment Management
Quebec, Canada
$3.69M +$2.73M +27,860 +284%
FWCM
632
First Western Capital Management
California
$3.69M -$690K -7,042 -16%
NEAM
633
New England Asset Management
Connecticut
$3.67M +$1.09M +11,100 +42%
OCM
634
Orleans Capital Management
Louisiana
$3.66M +$5.98K +61 +0.2%
TCOT
635
Trust Company of Toledo
Ohio
$3.64M +$479K +4,882 +15%
PCA
636
Personal Capital Advisors
California
$3.64M +$1.17M +11,931 +47%
HA
637
Hamel Associates
New Jersey
$3.6M +$140K +1,425 +4%
TYCC
638
Texas Yale Capital Corp
Florida
$3.6M +$602K +6,140 +20%
AUB
639
Atlantic Union Bankshares
Virginia
$3.59M +$3.59M +37,027 New
CTA
640
Colonial Trust Advisors
South Carolina
$3.59M -$216K -2,204 -6%
KWMG
641
King Wealth Management Group
Florida
$3.58M +$3.92K +40 +0.1%
CCT
642
Capital City Trust
Florida
$3.57M +$15.2K +155 +0.4%
Teacher Retirement System of Texas
643
Teacher Retirement System of Texas
Texas
$3.54M -$667K -6,808 -16%
LBC
644
Lowe Brockenbrough & Co
Virginia
$3.53M -$541K -5,519 -13%
NAM
645
North American Management
Massachusetts
$3.51M +$515K +5,250 +17%
PHIMC
646
Private Harbour Investment Management & Counsel
Ohio
$3.5M -$47.3K -483 -1%
FAAS
647
First Allied Advisory Services
California
$3.49M +$209K +2,125 +6%
RJFSA
648
Raymond James Financial Services Advisors
Florida
$3.49M -$885K -9,028 -20%
NSEDCP
649
NJ State Employees Deferred Compensation Plan
New Jersey
$3.44M – – –
OSNBOA
650
Old Second National Bank of Aurora
Illinois
$3.42M +$175K +1,785 +5%
24 25
26
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