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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 %
ACM
701
Argentus Capital Management
Texas
$2.76M +$316K +3,253 +13%
OCG
702
Opus Capital Group
Ohio
$2.74M +$260K +2,676 +10%
III
703
Independent Investors Inc
New York
$2.74M +$34K +350 +1%
PGIM
704
Pacific Global Investment Management
California
$2.72M -$171K -1,761 -6%
QBFM
705
QS Batterymarch Financial Management
New York
$2.72M -$299K -3,085 -10%
BAM
706
Burgundy Asset Management
Ontario, Canada
$2.68M -$17.9K -184 -0.7%
SPC
707
Stewart & Patten Company
California
$2.66M -$250K -2,575 -9%
WS
708
Wedbush Securities
California
$2.62M -$293K -3,018 -10%
WSCM
709
Wellington Shields Capital Management
New York
$2.61M +$209K +2,151 +9%
VP
710
Value Partners
Hong Kong
$2.59M +$2.59M +26,700 New
BFIM
711
Beese Fulmer Investment Management
Ohio
$2.57M +$89.8K +925 +4%
WAM
712
Wolverine Asset Management
Illinois
$2.57M -$2.52M -26,000 -50%
American Century Companies
713
American Century Companies
Missouri
$2.55M -$127M -1,303,669 -98%
NEAM
714
New England Asset Management
Connecticut
$2.55M -$77.6K -800 -3%
VFS
715
VSR Financial Services
Kansas
$2.54M +$25.8K +266 +1%
AI
716
Atria Investments
North Carolina
$2.54M +$345K +3,554 +16%
AB
717
Amalgamated Bank
New York
$2.53M -$24K -247 -0.9%
BSWMG
718
Barrington Strategic Wealth Management Group
Illinois
$2.52M +$87.3K +900 +4%
HPCM
719
High Pointe Capital Management
Illinois
$2.51M -$569K -5,860 -18%
SFS
720
Strategic Financial Services
New York
$2.51M -$20.4K -210 -0.8%
JC
721
Jacobs & Co
California
$2.48M +$117K +1,203 +5%
NA
722
Navellier & Associates
Nevada
$2.47M +$228K +2,345 +10%
SSA
723
South Street Advisors
New York
$2.47M +$58.2K +600 +2%
QI
724
Quotient Investors
New York
$2.46M – – –
PCA
725
Personal Capital Advisors
California
$2.45M +$2.45M +25,198 New
27 28
29
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