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McDonald's
MCD

Overview Fund Activity

1,371 hedge funds and large institutions have $70.2B invested in McDonald's in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 616 increasing their positions, 518 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
44.47%
Holding in Top 10
74
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-26%
% of All Funds
2.4%
New
69
Increased
616
Reduced
518
Closed
65
Calls
$1.28B
Puts
$1.01B
Net Calls
+$275M
Net Calls Change
-$133M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$383M
2
State Street
State Street
Massachusetts
+$301M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$149M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$145M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$507M
2
American Century Companies
American Century Companies
Missouri
-$242M
3
MAM
Magellan Asset Management
Australia
-$214M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
5
CA
Commerzbank Aktiengesellschaft
Germany
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
1001
Enterprise Financial Services Corp (EFSC)
Missouri
$855K +$77.6K +807 +10%
GAM
1002
Gotham Asset Management
New York
$853K +$580K +6,033 +213%
SIG
1003
Sky Investment Group
Connecticut
$852K +$852K +8,852 New
HL
1004
HeadInvest LLC
Maine
$848K -$159K -1,652 -16%
CWM
1005
Calamos Wealth Management
Illinois
$844K +$844K +8,770 New
TWA
1006
TCI Wealth Advisors
Arizona
$839K +$50.4K +524 +6%
BHIA
1007
Birch Hill Investment Advisors
Massachusetts
$837K +$25.1K +261 +3%
NAM
1008
Nichols Asset Management
Massachusetts
$835K – – –
CIP
1009
Convergence Investment Partners
Florida
$830K +$81.9K +851 +11%
ANBT
1010
American National Bank & Trust
Texas
$828K -$152K -1,580 -16%
FHB
1011
First Hawaiian Bank
Hawaii
$826K -$64.1K -665 -7%
HSA
1012
HBK Sorce Advisory
Pennsylvania
$823K -$823K -8,551 -50%
PGA
1013
Portland Global Advisors
Maine
$813K – – –
CK
1014
Carnick & Kubik
Colorado
$808K -$491K -5,110 -38%
NMIFOAC
1015
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$808K – – –
NCM
1016
Northroad Capital Management
New York
$805K -$114K -1,186 -12%
ECM
1017
ETrade Capital Management
Virginia
$800K +$125K +1,304 +19%
TBNY
1018
Trustco Bank (New York)
New York
$798K +$24.1K +250 +3%
SNBOSD
1019
Security National Bank of So Dak
Iowa
$793K -$3.85K -40 -0.5%
SCI
1020
S&CO Inc
Massachusetts
$792K – – –
CBT
1021
Central Bank & Trust
Kentucky
$791K -$535K -5,560 -40%
NPIT
1022
National Penn Investors Trust
Pennsylvania
$790K – – –
WFMPM
1023
Woodley Farra Manion Portfolio Management
Indiana
$783K +$496K +5,157 +173%
GIP
1024
Granite Investment Partners
California
$781K +$38.5K +400 +5%
IPC
1025
Independent Portfolio Consultants
Florida
$781K +$60.6K +630 +8%
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