MCD icon

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 %
AI
701
Atria Investments
North Carolina
$2.95M +$388K +3,961 +15%
SIG
702
Schooner Investment Group
Pennsylvania
$2.94M -$980K -10,000 -25%
GL
703
Globe Life
Texas
$2.94M – – –
SLA
704
Silver Lake Advisory
Utah
$2.93M +$100K +1,020 +4%
ACM
705
Argentus Capital Management
Texas
$2.91M +$125K +1,279 +5%
MJRIC
706
Mogy Joel R Investment Counsel
California
$2.89M +$83.3K +850 +3%
PAM
707
Paradigm Asset Management
New York
$2.89M +$578K +5,900 +25%
FPA
708
Fieldpoint Private Advisors
New York
$2.87M +$88.2K +900 +3%
JEW
709
Jamison Eaton & Wood
New Jersey
$2.87M -$216K -2,200 -7%
PBT
710
Pictet Bank & Trust
Bahamas
$2.87M -$83.3K -850 -3%
PGIM
711
Pacific Global Investment Management
California
$2.86M +$111K +1,128 +4%
NSIM
712
North Star Investment Management
Illinois
$2.86M -$55.3K -564 -2%
SI
713
SII Investments
Wisconsin
$2.85M +$23.8K +252 +0.8%
Daiwa Securities Group
714
Daiwa Securities Group
Japan
$2.84M -$58.8K -600 -2%
HC
715
Hendley & Co
Ohio
$2.84M -$47.5K -485 -2%
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$2.82M +$2.82M +28,805 New
SAM
717
Shamrock Asset Management
Texas
$2.82M -$16.1K -164 -0.6%
DR
718
Davis Rea
Ontario, Canada
$2.82M +$531K +5,420 +23%
BFIM
719
Beese Fulmer Investment Management
Ohio
$2.81M +$209K +2,127 +8%
SCA
720
Stonebridge Capital Advisors
Minnesota
$2.79M -$2.23M -22,791 -44%
CVM
721
Cheviot Value Management
California
$2.76M -$125K -1,274 -4%
EOJOAM
722
E. Ohman J:or Asset Management
Sweden
$2.74M -$323K -3,300 -11%
BAM
723
Burgundy Asset Management
Ontario, Canada
$2.71M – – –
BB
724
Bell Bank
North Dakota
$2.69M +$460K +4,691 +21%
WSCM
725
Wellington Shields Capital Management
New York
$2.67M +$29.5K +301 +1%
27 28
29
30 31