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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 %
CL
801
Croft-Leominster
Maryland
$1.86M -$90.2K -930 -5%
MCWS
802
McKinley Carter Wealth Services
West Virginia
$1.85M -$646K -6,657 -26%
MIM
803
Montgomery Investment Management
Maryland
$1.84M -$2M -20,628 -52%
UR
804
USCA RIA
Texas
$1.84M -$466K -4,801 -20%
ST
805
Smithfield Trust
Pennsylvania
$1.84M +$180K +1,855 +11%
WOC
806
West Oak Capital
California
$1.84M -$46.1K -475 -2%
HCMNY
807
Howard Capital Management (New York)
New York
$1.84M +$5.53K +57 +0.3%
CC
808
ClearArc Capital
Ohio
$1.83M -$191K -1,966 -9%
TCOO
809
Trust Company of Oklahoma
Oklahoma
$1.82M +$7.67K +79 +0.4%
ATC
810
Adirondack Trust Company
New York
$1.82M +$34K +350 +2%
PWP
811
Private Wealth Partners
California
$1.81M -$19.4K -200 -1%
LNWWM
812
Laird Norton Wetherby Wealth Management
California
$1.81M -$82.9K -855 -4%
FFC
813
First Financial Corp
Indiana
$1.81M -$272K -2,800 -13%
WPC
814
White Pine Capital
Minnesota
$1.81M -$192K -1,975 -10%
ITIM
815
Indiana Trust & Investment Management
Indiana
$1.81M +$3.88K +40 +0.2%
QIM
816
Quantitative Investment Management
Virginia
$1.8M -$1.48M -15,300 -45%
ISB
817
Iowa State Bank
Iowa
$1.8M +$124K +1,279 +7%
WB
818
Webster Bank
Connecticut
$1.8M -$178K -1,830 -9%
CC
819
Columbia Capital
California
$1.8M +$15K +155 +0.8%
TWA
820
Tillar-Wenstrup Advisors
Ohio
$1.8M +$1.8M +18,553 New
FIG
821
Fusion Investment Group
Pennsylvania
$1.8M +$1.8M +18,496 New
CASB
822
Cape Ann Savings Bank
Massachusetts
$1.79M +$13.6K +140 +0.8%
CI
823
Constellation Investments
Ohio
$1.78M +$126K +1,300 +8%
BFG
824
Beacon Financial Group
Texas
$1.77M +$146K +1,501 +9%
LCM
825
Liberty Capital Management
Michigan
$1.77M -$177K -1,820 -9%
31 32
33
34 35