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McDonald's
MCD

Overview Fund Activity

1,540 hedge funds and large institutions have $63.6B invested in McDonald's in 2015 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 500 increasing their positions, 741 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
-11
Holders Change %
-0.71%
% of All Funds
41.08%
Holding in Top 10
60
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+17.65%
% of All Funds
1.6%
New
121
Increased
500
Reduced
741
Closed
116
Calls
$2.9B
Puts
$1.58B
Net Calls
+$1.32B
Net Calls Change
+$202M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
+$881M
2
Capital World Investors
Capital World Investors
California
+$417M
3
Bank of America
Bank of America
North Carolina
+$399M
4
SC
Sculptor Capital
New York
+$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$322M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$351M
2
MAM
Magellan Asset Management
Australia
-$297M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$293M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
1001
Intrust Bank
Kansas
$991K -$35K -359 -3%
AF
1002
Aldebaran Financial
$984K -$29.2K -300 -3%
TMC
1003
Trellus Management Company
Florida
$974K +$974K +10,000 New
EEG
1004
E.E. Geduld
$974K +$974K +10,000 New
WMSA
1005
Weiss Multi-Strategy Advisers
New York
$974K +$974K +10,000 New
GCM
1006
Glaxis Capital Management
Florida
$974K +$974K +10,000 New
BRWA
1007
B. Riley Wealth Advisors
Florida
$972K -$518K -5,316 -35%
SWM
1008
Stockman Wealth Management
Montana
$971K -$24.4K -250 -2%
RBC
1009
Ronald Blue & Co
Georgia
$970K -$66K -677 -6%
PIM
1010
Parasol Investment Management
Illinois
$968K +$168K +1,725 +21%
ASC
1011
Atalanta Sosnoff Capital
New York
$964K +$317K +3,250 +49%
LIC
1012
Lodestar Investment Counsel
Illinois
$959K -$214K -2,192 -18%
PCA
1013
Peddock Capital Advisors
Massachusetts
$959K – – –
EMA
1014
Efficient Market Advisors
California
$958K – – –
AssetMark Inc
1015
AssetMark Inc
California
$953K +$953K +9,782 New
AIM
1016
Advantage Investment Management
Iowa
$951K +$694K +7,127 +270%
FMWA
1017
Forvis Mazars Wealth Advisors
Missouri
$949K +$196K +2,012 +26%
AGM
1018
Alpine Global Management
New York
$942K -$2.02M -20,771 -68%
JFGIW
1019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$934K +$214K +2,191 +30%
HR
1020
Howe & Rusling
New York
$930K -$3.25M -33,346 -78%
FC
1021
Financial Consulate
Maryland
$929K -$1.95K -20 -0.2%
VDI
1022
Vaughan David Investments
Illinois
$928K -$30.5K -313 -3%
WSCM
1023
Wellington Shields Capital Management
New York
$925K -$697K -7,155 -43%
SNBOSCI
1024
Security National Bank of Sioux City Iowa
Iowa
$925K +$45.6K +468 +5%
HVIA
1025
Hudson Valley Investment Advisors
New York
$922K -$185K -1,900 -17%
39 40
41
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