MCD icon

McDonald's
MCD

Overview Fund Activity

1,487 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, 651 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,487
Holders Change
+8
Holders Change %
+0.54%
% of All Funds
42.77%
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
651
Closed
53
Calls
$1.5B
Puts
$866M
Net Calls
+$638M
Net Calls Change
+$338M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$762M
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
+$128M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$501M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$206M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$189M
4
Franklin Resources
Franklin Resources
California
-$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
1001
Spinnaker Trust
Maine
$1.02M -$11.5K -114 -1%
HEIP
1002
Hudson Edge Investment Partners
New Jersey
$1.02M – – –
PFSC
1003
Peoples Financial Services Corp
Pennsylvania
$1.01M – – –
OC
1004
Oarsman Capital
Wisconsin
$1M -$11.8K -117 -1%
BCM
1005
Bluefin Capital Management
New York
$1M -$3.23M -31,142 -76%
DMC
1006
Drexel Morgan & Co
Pennsylvania
$999K -$42.9K -426 -4%
MCWS
1007
McKinley Carter Wealth Services
West Virginia
$998K -$86.1K -854 -8%
SSG
1008
Summit Securities Group
New York
$987K -$5.31M -52,700 -84%
NCM
1009
Nelson Capital Management
California
$980K -$10.1K -100 -1%
NCM
1010
Narwhal Capital Management
Georgia
$980K – – –
DWT
1011
Dorsey & Whitney Trust
South Dakota
$977K -$51.2K -509 -5%
IH
1012
IFC Holdings
Florida
$977K +$37.1K +367 +4%
VDI
1013
Vaughan David Investments
Illinois
$969K +$22.7K +225 +2%
RIG
1014
Renaissance Investment Group
Massachusetts
$967K -$23.8K -236 -2%
KLWA
1015
Kelly Lawrence W & Associates
California
$967K -$5.04K -50 -0.5%
B
1016
Bellecapital
Switzerland
$957K – – –
OA
1017
Outfitter Advisors
Virginia
$957K +$65.5K +650 +7%
CIM
1018
Calvert Investment Management
Maryland
$956K -$587K -5,824 -38%
KFC
1019
Klingenstein Fields & Co
New York
$953K -$57.1K -567 -6%
KA
1020
KLCM Advisors
Wisconsin
$953K – – –
JFGIW
1021
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$953K +$155K +1,538 +19%
LOAMS
1022
Lombard Odier Asset Management (Switzerland)
Switzerland
$951K +$951K +9,483 New
FDCC
1023
Foster Dykema Cabot & Co
Massachusetts
$949K +$4.33K +43 +0.5%
DD
1024
Dominick & Dominick
New York
$947K -$27.5K -273 -3%
MMG
1025
Monetary Management Group
Missouri
$947K +$287K +2,850 +44%
39 40
41
42 43