MCD icon

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
$1.75B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.46B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.85B
4
IGIM
I.G. Investment Management
Manitoba, Canada
$312M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$148M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.95B
2
State Street
State Street
Massachusetts
$4.45B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$610M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$387M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
1026
B. Riley Wealth Advisors
Florida
$929K -$97.8K -998 -10%
KA
1027
KLCM Advisors
Wisconsin
$927K +$3.82K +39 +0.4%
BJL
1028
Brighton Jones LLC
Washington
$926K -$54.7K -558 -6%
VDI
1029
Vaughan David Investments
Illinois
$921K – – –
SOAMC
1030
Spirit of America Management Corp
New York
$920K +$920K +9,380 New
FDCC
1031
Foster Dykema Cabot & Co
Massachusetts
$919K -$5.88K -60 -0.6%
BO
1032
Bank OZK
Arkansas
$918K -$56.9K -580 -6%
TL
1033
Tirschwell & Loewy
New York
$914K +$211K +2,150 +30%
GA
1034
GFS Advisors
Texas
$911K +$37.9K +387 +4%
IH
1035
IFC Holdings
Florida
$909K -$70.5K -721 -7%
CCM
1036
Courage Capital Management
Tennessee
$908K +$908K +9,259 New
SIC
1037
Shoker Investment Counsel
Ohio
$901K -$27.8K -284 -3%
P3I
1038
Progeny 3 Inc
Washington
$900K +$340K +3,470 +61%
ADBIC
1039
A.D. Beadell Investment Counsel
Wisconsin
$896K -$39.2K -400 -4%
MPWT
1040
MassMutual Private Wealth & Trust
Connecticut
$883K +$433K +4,421 +96%
MCM
1041
Manchester Capital Management
Vermont
$881K +$14.6K +149 +2%
TRCT
1042
Tower Research Capital (TRC)
New York
$881K +$320K +3,265 +57%
FCMC
1043
Founders Capital Management (Connecticut)
Connecticut
$878K +$878K +8,955 New
PO
1044
Private Ocean
California
$877K – – –
IPC
1045
Independent Portfolio Consultants
Florida
$876K -$79.4K -810 -8%
CCP
1046
Clarkston Capital Partners
Michigan
$874K -$14.2K -145 -2%
GIP
1047
Granite Investment Partners
California
$869K – – –
AFG
1048
Albion Financial Group
Utah
$868K +$97.5K +995 +13%
OA
1049
Outfitter Advisors
Virginia
$867K +$867K +8,845 New
MA
1050
Montag & Associates
Georgia
$859K +$255K +2,600 +42%
40 41
42
43 44