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McDonald's
MCD

Overview Fund Activity

1,551 hedge funds and large institutions have $60B invested in McDonald's in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 519 increasing their positions, 691 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+72
Holders Change %
+4.87%
% of All Funds
41.39%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
1.36%
New
175
Increased
519
Reduced
691
Closed
87
Calls
$2.91B
Puts
$1.79B
Net Calls
+$1.12B
Net Calls Change
+$332M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$437M
2
State Street
State Street
Massachusetts
+$298M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
N
Natixis
France
+$212M
5
Millennium Management
Millennium Management
New York
+$173M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.03B
2
Bank of America
Bank of America
North Carolina
-$661M
3
Renaissance Technologies
Renaissance Technologies
New York
-$284M
4
IGIM
I.G. Investment Management
Manitoba, Canada
-$261M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
1026
Hudock Inc
Pennsylvania
$911K +$541K +5,770 +146%
AWA
1027
AmeriServ Wealth Advisors
Pennsylvania
$897K +$112K +1,199 +14%
FC
1028
Financial Consulate
Maryland
$895K +$895K +9,550 New
OC
1029
Oarsman Capital
Wisconsin
$892K -$17.1K -183 -2%
CBU
1030
CIBC Bank USA
Illinois
$889K -$196K -2,095 -18%
CPO
1031
Cerity Partners OCIO
New York
$888K +$182K +1,937 +26%
MCWS
1032
McKinley Carter Wealth Services
West Virginia
$887K +$21.4K +228 +2%
SC
1033
Savant Capital
Illinois
$886K +$72.2K +770 +9%
GIM
1034
Goelzer Investment Management
Indiana
$885K -$46.9K -500 -5%
AB
1035
Atlas Brown
Kentucky
$884K -$184K -1,965 -17%
AWA
1036
ARS Wealth Advisors
Florida
$884K +$217K +2,317 +33%
WSTAM
1037
Wilbanks Smith & Thomas Asset Management
Virginia
$882K -$1.5K -16 -0.2%
CC
1038
Cipher Capital
New York
$877K +$346K +3,688 +65%
KLWA
1039
Kelly Lawrence W & Associates
California
$871K -$28.1K -300 -3%
FDCC
1040
Foster Dykema Cabot & Co
Massachusetts
$863K -$19.7K -210 -2%
HFM
1041
Hartford Financial Management
Connecticut
$859K -$98.2K -1,049 -10%
NCM
1042
Nelson Capital Management
California
$855K +$936 +10 +0.1%
NG
1043
Northstar Group
New York
$853K +$853K +9,102 New
HRIA
1044
Haberer Registered Investment Advisor
Ohio
$846K -$295K -3,146 -26%
SNBOSCI
1045
Security National Bank of Sioux City Iowa
Iowa
$845K -$12.9K -138 -2%
CA
1046
Cornerstone Advisors
North Carolina
$843K -$1.12M -12,000 -57%
PO
1047
Private Ocean
California
$839K – – –
MYAM
1048
Meiji Yasuda Asset Management
Japan
$832K -$136K -1,450 -14%
JFA
1049
JNBA Financial Advisors
Minnesota
$826K +$42.4K +452 +5%
EPM
1050
Equitec Proprietary Markets
Illinois
$823K +$823K +8,786 New
40 41
42
43 44