MCD icon

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 %
ADBIC
1076
A.D. Beadell Investment Counsel
Wisconsin
$771K -$151K -1,500 -16%
FHC
1077
First Heartland Consultants
Missouri
$770K +$48.5K +482 +7%
PFS
1078
Prospera Financial Services
Texas
$757K +$92.5K +918 +14%
WCM
1079
Weik Capital Management
Pennsylvania
$752K – – –
SAM
1080
Strategy Asset Managers
California
$744K +$30.3K +301 +4%
BSB
1081
Bangor Savings Bank
Maine
$743K -$14.5K -144 -2%
PHS
1082
Pekin Hardy Strauss
Illinois
$742K -$40.3K -400 -5%
GIS
1083
Guardian Investor Services
New York
$742K -$31.2K -310 -4%
SC
1084
Schulhoff & Co
Ohio
$738K +$264K +2,616 +56%
RMCM
1085
Reynders McVeigh Capital Management
Massachusetts
$737K -$68.3K -678 -8%
MDCM
1086
Morgan Dempsey Capital Management
Wisconsin
$728K +$7.05K +70 +1%
FWP
1087
FAS Wealth Partners
Kansas
$727K -$27.5K -273 -4%
AWA
1088
ARS Wealth Advisors
Florida
$717K +$316K +3,133 +79%
MC
1089
Middleton & Co
Massachusetts
$715K -$59.4K -590 -8%
ARMT
1090
Amica Retiree Medical Trust
Rhode Island
$710K – – –
HK
1091
Horizon Kinetics
New York
$706K – – –
ACH
1092
ArrowMark Colorado Holdings
Colorado
$705K – – –
GIA
1093
Granite Investment Advisors
New Hampshire
$694K – – –
NERM
1094
New England Research & Management
Illinois
$694K – – –
WCBA
1095
Weaver C. Barksdale & Associates
Tennessee
$688K – – –
HI
1096
HBK Investments
Texas
$685K +$685K +6,796 New
SSWM
1097
Sheets Smith Wealth Management
North Carolina
$684K +$14.1K +140 +2%
TAM
1098
Todd Asset Management
Kentucky
$683K – – –
DCM
1099
Decade Capital Management
New York
$682K -$2.65M -26,284 -80%
CCT
1100
Country Club Trust
Missouri
$682K +$12.6K +125 +2%
42 43
44
45 46