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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 %
JWA
901
JFS Wealth Advisors
Pennsylvania
$1.41M -$19.2K -196 -1%
LIC
902
Lodestar Investment Counsel
Illinois
$1.41M +$51.5K +525 +4%
CIA
903
Capital Investment Advisors
Georgia
$1.41M -$6.47K -66 -0.5%
CICI
904
Capital Investment Counsel Inc
North Carolina
$1.4M +$9.81K +100 +0.7%
CFA
905
Carroll Financial Associates
North Carolina
$1.4M -$5.3K -54 -0.4%
CCWA
906
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.39M -$9.71K -99 -0.7%
LJAC
907
L.J. Altfest & Co
New York
$1.38M +$42.2K +425 +3%
RIA
908
Regal Investment Advisors
Michigan
$1.37M +$215K +2,198 +19%
KT
909
Kanaly Trust
Texas
$1.36M +$5.1K +52 +0.4%
ICAS
910
Investors Capital Advisory Services
Massachusetts
$1.36M +$63.7K +650 +5%
SFG
911
Sather Financial Group
Texas
$1.36M +$588 +6 +0%
TIA
912
Trust Investment Advisors
Indiana
$1.36M +$9.8K +100 +0.7%
B
913
BancorpSouth
Mississippi
$1.36M -$2.94K -30 -0.2%
MC
914
Moors & Cabot
Massachusetts
$1.35M +$1.35M +13,790 New
EB
915
Eastern Bank
Massachusetts
$1.35M -$52.2K -533 -4%
VFS
916
VSR Financial Services
Kansas
$1.35M -$1.22M -12,434 -48%
SCM
917
SOL Capital Management
Maryland
$1.35M -$1.96K -20 -0.1%
GIP
918
Greatmark Investment Partners
Georgia
$1.34M -$8.33K -85 -0.6%
WA
919
Wasatch Advisors
Utah
$1.33M – – –
RIM
920
Regent Investment Management
Kentucky
$1.33M -$9.8K -100 -0.7%
BCM
921
Boltwood Capital Management
California
$1.33M -$167K -1,700 -11%
KCM
922
KSA Capital Management
New Jersey
$1.32M – – –
CIM
923
CenturyLink Investment Management
Colorado
$1.32M -$122K -1,243 -8%
WAM
924
Weatherly Asset Management
California
$1.31M -$39.2K -400 -3%
GAM
925
Gould Asset Management
California
$1.31M +$129K +1,320 +11%
35 36
37
38 39