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McDonald's
MCD

1,488 hedge funds and large institutions have $65.3B invested in McDonald's in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 562 increasing their positions, 652 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $1.5B | Put options by funds: $866M

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

4% more capital invested

Capital invested by funds: $62.7B → $65.3B (+$2.57B)

0.74% more ownership

Funds ownership: 64.62% → 65.36% (+0.74%)

1% more funds holding

Funds holding: 1,480 → 1,488 (+8)

7% less funds holding in top 10

Funds holding in top 10: 61 → 57 (-4)

14% less repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 652

Holders
1,488
Holders Change
+8
Holders Change %
+0.54%
% of All Funds
42.75%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.64%
New
68
Increased
562
Reduced
652
Closed
53
Calls
$1.5B
Puts
$866M
Net Calls
+$638M
Net Calls Change
+$338M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$763M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$365M
3
Bank of America
Bank of America
North Carolina
+$217M
4
MCM
Mason Capital Management
New York
+$196M
5
APG Asset Management
APG Asset Management
Netherlands
+$129M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$502M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$207M
3
JP Morgan Chase
JP Morgan Chase
New York
-$190M
4
Franklin Resources
Franklin Resources
California
-$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
FQ
926
First Quadrant
California
$1.33M – – –
HCM
927
Herndon Capital Management
Georgia
$1.33M – – –
1GA
928
1st Global Advisors
Texas
$1.32M +$135K +1,340 +11%
SJIM
929
St. Johns Investment Management
Florida
$1.32M +$14.1K +140 +1%
SCM
930
Southport Capital Management
Tennessee
$1.32M -$131K -1,300 -9%
TNB
931
Thomasville National Bank
Georgia
$1.31M +$29.6K +293 +2%
WAM
932
Weatherly Asset Management
California
$1.31M -$38.5K -381 -3%
BMO
933
Beck Mack & Oliver
New York
$1.3M +$468K +4,632 +56%
CCM
934
Compton Capital Management
Rhode Island
$1.3M -$404 -4 -0%
SCM
935
Schnieders Capital Management
California
$1.3M +$118K +1,170 +10%
QT
936
Quantbot Technologies
New York
$1.3M +$1.3M +12,870 New
AF
937
Aldebaran Financial
$1.29M +$9.99K +99 +0.8%
LA
938
Lynch & Associates
Indiana
$1.28M +$151K +1,500 +13%
TC
939
Telemus Capital
Michigan
$1.27M -$59.6K -590 -4%
FCFC
940
First Commonwealth Financial Corp
Pennsylvania
$1.27M +$42.1K +417 +3%
BCM
941
Buckhead Capital Management
Georgia
$1.27M -$25.2K -250 -2%
RAM
942
Redmond Asset Management
Virginia
$1.26M +$31.3K +310 +3%
HRIA
943
Haberer Registered Investment Advisor
Ohio
$1.26M -$30.3K -300 -2%
TF
944
Tompkins Financial
New York
$1.25M -$62.9K -623 -5%
ISL
945
Ingalls & Snyder LLC
New York
$1.24M +$18.6K +184 +2%
HCA
946
Harbour Capital Advisors
Virginia
$1.24M +$236K +2,335 +23%
VFA
947
Virtus Fund Advisers
Connecticut
$1.24M +$1.24M +12,294 New
BJL
948
Brighton Jones LLC
Washington
$1.23M +$275K +2,727 +29%
NME
949
Notis-McConarty Edward
$1.23M – – –
CL
950
CPWM LLC
Washington
$1.23M +$25.2K +250 +2%
36 37
38
39 40

MCD Hedge Fund Activity: Q2 2014 in Review

1,488 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2014, worth a combined $65.3B — up 4.1% from $62.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MCD positions and 53 closed out — a net gain of 15 holders — while 562 added to existing stakes and 652 trimmed.

The largest buyer was Norges Bank, adding an estimated $763M. The largest seller was Fisher Asset Management, cutting an estimated $502M.

  • 1,488 institutional investors held McDonald's (MCD) as of Q2 2014, up from 1,480 in Q1 2014.
  • Funds reported $65.3B of McDonald's stock for Q2 2014, up 4.1% quarter-over-quarter.
  • 68 funds opened new McDonald's positions in Q2 2014 and 53 closed out, a net change of +15 holders.
  • The largest McDonald's buyer in Q2 2014 was Norges Bank, an estimated $763M added.
  • The largest McDonald's seller in Q2 2014 was Fisher Asset Management, an estimated $502M sold.

Based on aggregated 13F filings for Q2 2014.