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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 %
RT
1076
Reliance Trust
Georgia
$780K -$65.4K -667 -8%
JFGIW
1077
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$776K +$45.9K +468 +6%
PNAA
1078
Pictet North America Advisors
Switzerland
$773K +$275K +2,800 +55%
AA
1079
Apriem Advisors
California
$769K +$294 +3 +0%
FUBT
1080
First United Bank & Trust
Maryland
$767K -$460K -4,690 -37%
NPIT
1081
National Penn Investors Trust
Pennsylvania
$764K -$51.5K -525 -6%
PHS
1082
Pekin Hardy Strauss
Illinois
$761K -$19.6K -200 -3%
CWP
1083
Capital Wealth Planning
Florida
$759K +$759K +7,739 New
NAMP
1084
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$756K – – –
MC
1085
Middleton & Co
Massachusetts
$754K -$122K -1,240 -14%
GIS
1086
Guardian Investor Services
New York
$752K -$33.2K -339 -4%
ASN
1087
Advisory Services Network
Georgia
$747K +$156K +1,591 +26%
BSB
1088
Bangor Savings Bank
Maine
$737K +$124K +1,265 +20%
MC
1089
MRJ Capital
New York
$735K -$147K -1,500 -17%
FWP
1090
FAS Wealth Partners
Kansas
$735K -$19.3K -197 -3%
CA
1091
CapWealth Advisors
Tennessee
$735K – – –
WCM
1092
Weik Capital Management
Pennsylvania
$731K -$50K -510 -6%
SC
1093
Savant Capital
Illinois
$724K -$4.22K -43 -0.6%
TWA
1094
TCI Wealth Advisors
Arizona
$722K -$152K -1,550 -17%
CC
1095
Courier Capital
New York
$717K -$43.7K -446 -6%
NL
1096
NWAM LLC
Washington
$705K +$213K +2,176 +43%
JWM
1097
Jacobus Wealth Management
Wisconsin
$703K +$23.3K +238 +3%
FHC
1098
First Heartland Consultants
Missouri
$702K +$84.3K +860 +14%
PL
1099
Plancorp LLC
Missouri
$702K +$295K +3,010 +72%
MDCM
1100
Morgan Dempsey Capital Management
Wisconsin
$701K +$651K +6,645 +1,303%
42 43
44
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