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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 %
PWAP
776
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.09M -$1.28K -13 -0.1%
MBT
777
Monroe Bank & Trust
Michigan
$2.07M +$15.2K +155 +0.7%
CA
778
Cornerstone Advisors
North Carolina
$2.06M – – –
FTC
779
Farmers Trust Company
Ohio
$2.06M +$47.4K +484 +2%
ECM
780
Everence Capital Management
Indiana
$2.05M – – –
LP
781
LMR Partners
United Kingdom
$2.05M +$2.05M +20,924 New
BCM
782
BBT Capital Management
Texas
$2.04M -$1.54M -15,665 -43%
PTC
783
Private Trust Company
Ohio
$2.04M -$332K -3,382 -14%
TC
784
TradeLink Capital
Illinois
$2.03M +$2.03M +21,300 New
PL
785
Parthenon LLC
Kentucky
$2.03M -$22.1K -225 -1%
LKIM
786
Lawson Kroeker Investment Management
Nebraska
$2.03M +$10.1K +103 +0.5%
TWM
787
Torch Wealth Management
Ohio
$2.03M +$108K +1,100 +6%
HCM
788
Howland Capital Management
Massachusetts
$2.03M +$39.1K +399 +2%
OA
789
OFI Advisors
Pennsylvania
$2.03M +$66K +673 +3%
ICOA
790
Investment Centers of America
North Dakota
$2.03M +$607K +6,244 +43%
AIM
791
Acropolis Investment Management
Missouri
$2.02M +$380K +3,875 +23%
TWA
792
Tillar-Wenstrup Advisors
Ohio
$2.02M +$203K +2,072 +11%
DPIM
793
Duff & Phelps Investment Management
Illinois
$2.02M -$17.6K -180 -0.9%
GI
794
Gradient Investments
Minnesota
$2.01M +$269K +2,746 +15%
CP
795
Corbenic Partners
Pennsylvania
$2.01M -$186K -1,900 -8%
ESBC
796
E.S. Barr & Co
Kentucky
$2M -$44.1K -450 -2%
GMI
797
Greystone Managed Investments
Saskatchewan, Canada
$1.99M – – –
TFA
798
Toth Financial Advisory
Virginia
$1.99M +$20.3K +207 +1%
BCA
799
Bernzott Capital Advisors
California
$1.99M +$289K +2,950 +17%
OCG
800
Opus Capital Group
Ohio
$1.99M -$784K -8,000 -28%
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