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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 %
MCM
951
Maryland Capital Management
Maryland
$1.19M -$482K -4,914 -29%
RAM
952
Redmond Asset Management
Virginia
$1.19M -$981 -10 -0.1%
NME
953
Notis-McConarty Edward
$1.19M -$9.8K -100 -0.8%
ISL
954
Ingalls & Snyder LLC
New York
$1.19M -$25.9K -264 -2%
NGA
955
Naples Global Advisors
Florida
$1.19M +$33.2K +339 +3%
PI
956
Pettee Investors
Connecticut
$1.19M – – –
CIS
957
Connors Investor Services
Pennsylvania
$1.18M -$15.7K -160 -1%
GIM
958
Goelzer Investment Management
Indiana
$1.18M -$1.84M -18,718 -61%
Kayne Anderson Rudnick Investment Management
959
Kayne Anderson Rudnick Investment Management
California
$1.18M -$14.9K -152 -1%
FANJ
960
Financial Architects (New Jersey)
New Jersey
$1.17M -$6.66K -68 -0.6%
NFG
961
Nadler Financial Group
Illinois
$1.17M -$33.7K -344 -3%
GCM
962
Geneva Capital Management
Wisconsin
$1.17M -$27.5K -281 -2%
CL
963
CPWM LLC
Washington
$1.17M -$4.22K -43 -0.4%
LNC
964
Lincoln National Corp
Pennsylvania
$1.17M -$294K -2,999 -20%
1GA
965
1st Global Advisors
Texas
$1.16M -$284K -2,900 -20%
EWM
966
Endurance Wealth Management
Rhode Island
$1.15M -$41.8K -426 -4%
SCM
967
Schnieders Capital Management
California
$1.15M -$66.9K -683 -6%
LPT
968
Legacy Private Trust
Wisconsin
$1.14M +$19K +194 +2%
PCA
969
Peddock Capital Advisors
Massachusetts
$1.13M – – –
CYG
970
Clean Yield Group
Vermont
$1.13M – – –
CSUI
971
Cincinnati Specialty Underwriters Insurance
Ohio
$1.13M – – –
LRPA
972
L. Roy Papp & Associates
Arizona
$1.12M -$216K -2,200 -16%
BA
973
Boston Advisors
Massachusetts
$1.12M -$38.2K -390 -3%
SACTSONJ
974
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.12M – – –
SBWM
975
Sunflower Bank Wealth Management
Arizona
$1.11M +$67.8K +691 +6%
37 38
39
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