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McDonald's
MCD

Overview Fund Activity

1,492 hedge funds and large institutions have $62.2B invested in McDonald's in 2013 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 553 increasing their positions, 608 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+121
Holders Change %
+8.83%
% of All Funds
43.33%
Holding in Top 10
51
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-31.08%
% of All Funds
1.48%
New
189
Increased
553
Reduced
608
Closed
49
Calls
$1.19B
Puts
$909M
Net Calls
+$280M
Net Calls Change
+$5.16M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$278M
2
Bank of America
Bank of America
North Carolina
+$162M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$103M
4
BFA
BlackRock Fund Advisors
California
+$102M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$596M
2
IC
Institutional Capital
Illinois
-$553M
3
State Street
State Street
Massachusetts
-$374M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$185M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
1101
Granite Investment Advisors
New Hampshire
$673K – – –
JWM
1102
Jacobus Wealth Management
Wisconsin
$673K +$417K +4,294 +162%
FBA
1103
Front Barnett Associates
Illinois
$666K -$105K -1,080 -14%
HCM
1104
Hodges Capital Management
Texas
$659K +$15.2K +157 +2%
VHAM
1105
Van Hulzen Asset Management
California
$659K +$659K +6,796 New
TAM
1106
Todd Asset Management
Kentucky
$658K -$7.76K -80 -1%
NES
1107
New England Securities
New York
$656K +$111K +1,145 +20%
SI
1108
Scharf Investments
California
$645K -$6.11K -63 -0.9%
HH
1109
Hilltop Holdings
Texas
$645K +$85.4K +880 +15%
BTNA
1110
Bremer Trust National Association
Minnesota
$641K -$2.91K -30 -0.5%
FLPIM
1111
F.L. Putnam Investment Management
Massachusetts
$636K -$5.06M -52,127 -89%
Pacer Advisors
1112
Pacer Advisors
Pennsylvania
$636K +$636K +6,788 New
ANBT
1113
American National Bank & Trust
Texas
$635K -$199K -2,050 -24%
RH
1114
Rayner & Haynor
California
$632K +$632K +6,510 New
PMFA
1115
Plante Moran Financial Advisors
Michigan
$631K -$113K -1,167 -15%
SSWM
1116
Sheets Smith Wealth Management
North Carolina
$631K +$9.9K +102 +2%
SAM
1117
SignalPoint Asset Management
Missouri
$626K +$174K +1,798 +39%
CCM
1118
Catawba Capital Management
Virginia
$616K – – –
BCB
1119
Brian C. Broderick
$615K – – –
FHC
1120
First Heartland Consultants
Missouri
$612K -$310K -3,198 -34%
SC
1121
Skylands Capital
Wisconsin
$611K -$63K -650 -9%
BSB
1122
Bangor Savings Bank
Maine
$607K -$9.42K -97 -2%
ACI
1123
Alpha Cubed Investments
California
$606K +$606K +6,237 New
BP
1124
Ballentine Partners
Massachusetts
$605K -$3.69K -38 -0.6%
NAMA
1125
Nikko Asset Management Americas
New York
$601K -$843K -8,700 -58%
43 44
45
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