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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 %
SAM
1101
Strategy Asset Managers
California
$694K +$2.84K +29 +0.4%
ARMT
1102
Amica Retiree Medical Trust
Rhode Island
$690K – – –
HK
1103
Horizon Kinetics
New York
$687K -$92.2K -941 -12%
ACH
1104
ArrowMark Colorado Holdings
Colorado
$686K +$686K +7,000 New
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$676K +$72K +734 +12%
NERM
1106
New England Research & Management
Illinois
$675K -$19.6K -200 -3%
GIA
1107
Granite Investment Advisors
New Hampshire
$675K -$4.9K -50 -0.7%
VHAM
1108
Van Hulzen Asset Management
California
$672K +$6.17K +63 +0.9%
WCBA
1109
Weaver C. Barksdale & Associates
Tennessee
$670K +$116K +1,186 +21%
TSBJ
1110
Trevor, Stewart, Burton & Jacobsen
New York
$667K -$632K -6,450 -49%
BTNA
1111
Bremer Trust National Association
Minnesota
$666K +$19.1K +195 +3%
TAM
1112
Todd Asset Management
Kentucky
$665K – – –
WEC
1113
Winslow Evans & Crocker
Massachusetts
$663K -$249K -2,543 -27%
SAMC
1114
Shinko Asset Management Company
Japan
$662K +$115K +1,176 +21%
JFA
1115
JNBA Financial Advisors
Minnesota
$660K -$61.6K -629 -9%
VNA
1116
VNBTrust National Association
Virginia
$654K -$317K -3,239 -33%
NES
1117
New England Securities
New York
$652K -$11.2K -114 -2%
SSWM
1118
Sheets Smith Wealth Management
North Carolina
$652K +$14.2K +145 +2%
CCT
1119
Country Club Trust
Missouri
$651K +$160K +1,632 +33%
SI
1120
Scharf Investments
California
$650K -$1.67K -17 -0.3%
SG
1121
Somerset Group
Minnesota
$646K -$486K -4,960 -43%
ANBT
1122
American National Bank & Trust
Texas
$642K – – –
MMG
1123
Monetary Management Group
Missouri
$642K +$78.4K +800 +14%
RH
1124
Rayner & Haynor
California
$638K – – –
QCMC
1125
Quantum Capital Management (California)
California
$637K -$135K -1,375 -17%
43 44
45
46 47