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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 %
SOAMC
1026
Spirit of America Management Corp
New York
$945K – – –
SIC
1027
Shoker Investment Counsel
Ohio
$942K +$16.4K +163 +2%
TL
1028
Tirschwell & Loewy
New York
$939K – – –
HAIM
1029
Hunter Associates Investment Management
Pennsylvania
$927K +$89.7K +890 +11%
ALA
1030
Atherton Lane Advisers
California
$925K -$56.7K -563 -6%
EWM
1031
Evermay Wealth Management
Virginia
$923K -$64.3K -638 -7%
VAM
1032
Visium Asset Management
New York
$908K +$908K +9,010 New
PO
1033
Private Ocean
California
$902K – – –
AFG
1034
Albion Financial Group
Utah
$899K +$7.05K +70 +0.8%
MCM
1035
Manchester Capital Management
Vermont
$893K -$11.6K -115 -1%
IB
1036
Intrust Bank
Kansas
$892K +$62.8K +623 +8%
SSWM
1037
Smith Salley Wealth Management
North Carolina
$887K +$380K +3,774 +75%
SC
1038
Savant Capital
Illinois
$885K +$141K +1,400 +19%
MA
1039
Montag & Associates
Georgia
$883K – – –
EFSCE
1040
Enterprise Financial Services Corp (EFSC)
Missouri
$876K +$429K +4,258 +96%
MCM
1041
McMillion Capital Management
North Carolina
$875K – – –
HSA
1042
HBK Sorce Advisory
Pennsylvania
$873K -$145K -1,445 -14%
GIP
1043
Granite Investment Partners
California
$873K -$20.1K -200 -2%
VWM
1044
Valley Wealth Managers
New Jersey
$873K -$4.03K -40 -0.5%
CCP
1045
Clarkston Capital Partners
Michigan
$862K -$36.7K -364 -4%
SNBOSCI
1046
Security National Bank of Sioux City Iowa
Iowa
$858K +$12.1K +120 +1%
FHB
1047
First Hawaiian Bank
Hawaii
$853K -$605 -6 -0.1%
AWA
1048
AmeriServ Wealth Advisors
Pennsylvania
$847K +$2.52K +25 +0.3%
NMIFOAC
1049
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$846K – – –
AHS
1050
Aspiriant Holdings S3
California
$846K +$9.77K +97 +1%
40 41
42
43 44