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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 %
MFS
751
MSI Financial Services
Massachusetts
$2.35M -$729K -7,438 -24%
PAM
752
PartnerRe Asset Management
Connecticut
$2.35M -$2.94K -30 -0.1%
IHL
753
Investment House LLC
California
$2.32M -$19.6K -200 -0.8%
AF
754
Arrow Financial
New York
$2.31M -$90K -918 -4%
BRM
755
Boston Research & Management
Massachusetts
$2.29M +$45.1K +460 +2%
WFG
756
Wills Financial Group
Virginia
$2.29M +$845K +8,620 +58%
PWW
757
Pettyjohn Wood & White
Virginia
$2.29M +$526K +5,362 +30%
BIA
758
Biondo Investment Advisors
Pennsylvania
$2.27M +$319K +3,254 +16%
GCG
759
Giovine Capital Group
California
$2.27M -$632K -6,451 -22%
CAM
760
Congress Asset Management
Massachusetts
$2.26M +$121K +1,230 +6%
GMCM
761
Gruber & McBaine Capital Management
California
$2.26M – – –
SAS
762
Spectrum Advisory Services
Georgia
$2.23M – – –
SPC
763
Stewart & Patten Company
California
$2.19M -$501K -5,111 -19%
NPC
764
National Planning Corporation
California
$2.19M -$120K -1,226 -5%
FPTW
765
Franklin, Parlapiano, Turner & Welch
Texas
$2.18M +$14.7K +150 +0.7%
SHA
766
Smith Hayes Advisers
Nebraska
$2.17M +$1.13M +11,523 +108%
NPA
767
Nichols & Pratt Advisers
Massachusetts
$2.17M +$1.66M +16,916 +323%
HCM
768
Hollencrest Capital Management
California
$2.17M +$498K +5,081 +30%
BFG
769
Beacon Financial Group
Texas
$2.16M +$392K +4,031 +22%
MLL
770
Moody Lynn & Lieberson
Massachusetts
$2.15M +$159K +1,621 +8%
UR
771
USCA RIA
Texas
$2.15M +$291K +2,971 +16%
MM
772
Midas Management
New York
$2.11M – – –
LCP
773
Legacy Capital Partners
Wisconsin
$2.1M -$172K -1,750 -8%
IIC
774
Ironwood Investment Counsel
Arizona
$2.09M -$15.2K -155 -0.7%
MPI
775
Mairs & Power Inc
Minnesota
$2.09M +$161K +1,647 +8%
29 30
31
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