MCD icon

McDonald's
MCD

Overview Fund Activity

1,371 hedge funds and large institutions have $70.2B invested in McDonald's in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 616 increasing their positions, 518 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
44.47%
Holding in Top 10
74
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-26%
% of All Funds
2.4%
New
69
Increased
616
Reduced
518
Closed
65
Calls
$1.28B
Puts
$1.01B
Net Calls
+$275M
Net Calls Change
-$133M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$383M
2
State Street
State Street
Massachusetts
+$301M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$149M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$145M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$507M
2
American Century Companies
American Century Companies
Missouri
-$242M
3
MAM
Magellan Asset Management
Australia
-$214M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
5
CA
Commerzbank Aktiengesellschaft
Germany
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
1051
LSV Asset Management
Illinois
$690K +$258K +2,680 +60%
HCA
1052
Harbour Capital Advisors
Virginia
$685K -$11.1K -115 -2%
PTC
1053
Philadelphia Trust Company
Pennsylvania
$684K -$46.6K -485 -6%
PFS
1054
Prospera Financial Services
Texas
$684K +$33.6K +350 +5%
IB
1055
Intrust Bank
Kansas
$679K +$16.7K +174 +3%
FFA
1056
First Foundation Advisors
California
$670K +$10.5K +109 +2%
SC
1057
Skylands Capital
Wisconsin
$669K -$168K -1,750 -20%
GIA
1058
Granite Investment Advisors
New Hampshire
$667K -$16.8K -175 -2%
BPGAM
1059
BTG Pactual Global Asset Management
Bermuda
$664K +$664K +6,900 New
TAM
1060
Todd Asset Management
Kentucky
$660K -$20.9M -217,344 -97%
PAMG
1061
Patton Albertson Miller Group
Tennessee
$655K -$375K -3,895 -36%
NAMP
1062
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$651K +$41.9K +436 +7%
CC
1063
Courier Capital
New York
$650K +$34.9K +363 +6%
SI
1064
Scharf Investments
California
$646K – – –
BTNA
1065
Bremer Trust National Association
Minnesota
$639K +$867 +9 +0.1%
HCM
1066
Hodges Capital Management
Texas
$638K +$673 +7 +0.1%
SSWM
1067
Sheets Smith Wealth Management
North Carolina
$616K -$23.9K -248 -4%
GCP
1068
GSA Capital Partners
United Kingdom
$612K +$612K +6,361 New
CCM
1069
Catawba Capital Management
Virginia
$611K – – –
BSB
1070
Bangor Savings Bank
Maine
$611K +$19.5K +203 +3%
FMWA
1071
Forvis Mazars Wealth Advisors
Missouri
$610K -$1.06K -11 -0.2%
BCB
1072
Brian C. Broderick
$610K – – –
MIM
1073
Merit Investment Management
Delaware
$608K – – –
BP
1074
Ballentine Partners
Massachusetts
$603K +$99.8K +1,037 +20%
VWM
1075
Valley Wealth Managers
New Jersey
$601K +$23.5K +244 +4%
41 42
43
44 45