We are live on ! Find out more
MCD icon

McDonald's
MCD

1,378 hedge funds and large institutions have $63.8B invested in McDonald's in 2013 Q2 according to their latest regulatory filings, with 1,378 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.26% more ownership

Funds ownership: 0% → 64.26% (+64%)

49% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $824M

Holders
1,378
Holders Change
+1,378
Holders Change %
–
% of All Funds
44.96%
Holding in Top 10
100
Holding in Top 10 Change
+100
Holding in Top 10 Change %
% of All Funds
3.26%
New
1,378
Increased
–
Reduced
–
Closed
–
Calls
$1.23B
Puts
$824M
Net Calls
+$407M
Net Calls Change
+$407M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MM
926
Midas Management
New York
$1.19M +$1.2M +12,000 New
SC
927
SouthState Corp
Florida
$1.19M +$1.2M +11,970 New
SCA
928
Salient Capital Advisors
Texas
$1.18M +$1.2M +11,950 New
FA
929
FDx Advisors
Illinois
$1.18M +$1.2M +11,939 New
CIS
930
Connors Investor Services
Pennsylvania
$1.18M +$1.19M +11,905 New
AWA
931
AmeriServ Wealth Advisors
Pennsylvania
$1.17M +$1.19M +11,863 New
RAM
932
Redmond Asset Management
Virginia
$1.17M +$1.19M +11,840 New
SAM
933
Symphony Asset Management
California
$1.17M +$1.18M +11,796 New
DLCIG
934
D.L. Carlson Investment Group
New Hampshire
$1.16M +$1.18M +11,739 New
GI
935
Gradient Investments
Minnesota
$1.16M +$1.17M +11,717 New
FANJ
936
Financial Architects (New Jersey)
New Jersey
$1.15M +$1.17M +11,635 New
CYG
937
Clean Yield Group
Vermont
$1.14M +$1.15M +11,519 New
CSUI
938
Cincinnati Specialty Underwriters Insurance
Ohio
$1.14M +$1.15M +11,500 New
RA
939
Rational Advisors
New York
$1.14M +$1.15M +11,464 New
CCP
940
Clarkston Capital Partners
Michigan
$1.13M +$1.14M +11,431 New
SACTSONJ
941
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.13M +$1.14M +11,390 New
CL
942
CPWM LLC
Washington
$1.13M +$1.14M +11,389 New
CBN
943
Cadence Bank NA
Texas
$1.13M +$1.14M +11,368 New
SHA
944
Smith Hayes Advisers
Nebraska
$1.13M +$1.14M +11,379 New
AP
945
Advisor Partners
California
$1.12M +$1.14M +11,335 New
NCM
946
Nelson Capital Management
California
$1.12M +$1.13M +11,321 New
DHFB
947
Dixon Hubard Feinour & Brown
Virginia
$1.11M +$1.12M +11,212 New
OPCM
948
Osborne Partners Capital Management
California
$1.09M +$1.11M +11,051 New
ICRM
949
Insight Capital Research & Management
California
$1.09M +$1.1M +10,990 New
HCM
950
Herndon Capital Management
Georgia
$1.09M +$1.1M +10,986 New
36 37
38
39 40

MCD Hedge Fund Activity: Q2 2013 in Review

1,378 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2013, worth a combined $63.8B.

Buyers outnumbered sellers: 1,378 funds opened new MCD positions and 0 closed out — a net gain of 1,378 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,378 institutional investors held McDonald's (MCD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $63.8B of McDonald's stock for Q2 2013.
  • 1,378 funds opened new McDonald's positions in Q2 2013 and 0 closed out, a net change of +1,378 holders.

Based on aggregated 13F filings for Q2 2013.