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McDonald's
MCD

Overview Fund Activity

1,551 hedge funds and large institutions have $60B invested in McDonald's in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 519 increasing their positions, 691 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+72
Holders Change %
+4.87%
% of All Funds
41.39%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
1.36%
New
175
Increased
519
Reduced
691
Closed
87
Calls
$2.91B
Puts
$1.79B
Net Calls
+$1.12B
Net Calls Change
+$332M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$437M
2
State Street
State Street
Massachusetts
+$298M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
N
Natixis
France
+$212M
5
Millennium Management
Millennium Management
New York
+$173M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.03B
2
Bank of America
Bank of America
North Carolina
-$661M
3
Renaissance Technologies
Renaissance Technologies
New York
-$284M
4
IGIM
I.G. Investment Management
Manitoba, Canada
-$261M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
1101
Pinnacle Wealth Management Advisory Group
New Jersey
$711K +$711K +7,590 New
NAMP
1102
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$710K – – –
CFA
1103
Carroll Financial Associates
North Carolina
$707K -$620K -6,591 -47%
PHS
1104
Pekin Hardy Strauss
Illinois
$701K -$937 -10 -0.1%
HK
1105
Horizon Kinetics
New York
$695K – – –
SC
1106
Schulhoff & Co
Ohio
$695K +$4.69K +50 +0.7%
JFGIW
1107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$692K -$231K -2,466 -25%
BW
1108
Bison Wealth
Georgia
$692K +$692K +7,387 New
HB
1109
Homrich & Berg
Georgia
$685K +$259K +2,763 +61%
PFP
1110
Pinnacle Financial Partners
Tennessee
$684K -$144K -1,539 -17%
CC
1111
Courier Capital
New York
$683K +$63.2K +675 +10%
WCBA
1112
Weaver C. Barksdale & Associates
Tennessee
$681K +$40.7K +434 +6%
Marshall Wace
1113
Marshall Wace
United Kingdom
$681K +$681K +7,265 New
FIB
1114
First Interstate Bank
Montana
$678K -$173K -1,843 -20%
SSWM
1115
Sheets Smith Wealth Management
North Carolina
$672K +$25.4K +271 +4%
NAM
1116
Nichols Asset Management
Massachusetts
$663K – – –
ARMT
1117
Amica Retiree Medical Trust
Rhode Island
$660K – – –
CL
1118
Choreo LLC
Illinois
$659K +$181K +1,928 +38%
EWM
1119
Evermay Wealth Management
Virginia
$657K -$169K -1,801 -20%
HAIM
1120
Hunter Associates Investment Management
Pennsylvania
$656K -$197K -2,100 -23%
GWCM
1121
Godshalk Welsh Capital Management
Pennsylvania
$650K +$650K +6,932 New
AF
1122
Affiance Financial
Minnesota
$645K +$645K +6,887 New
AR
1123
Advisory Research
Illinois
$643K -$653K -6,963 -50%
RT
1124
Reliance Trust
Georgia
$642K -$50.4K -538 -7%
MME
1125
Meag Munich Ergo
Germany
$640K -$3.49M -37,131 -85%
43 44
45
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