MCD icon

McDonald's
MCD

Overview Fund Activity

1,540 hedge funds and large institutions have $63.6B invested in McDonald's in 2015 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 500 increasing their positions, 741 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
-11
Holders Change %
-0.71%
% of All Funds
41.08%
Holding in Top 10
60
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+17.65%
% of All Funds
1.6%
New
121
Increased
500
Reduced
741
Closed
116
Calls
$2.9B
Puts
$1.58B
Net Calls
+$1.32B
Net Calls Change
+$202M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
+$881M
2
Capital World Investors
Capital World Investors
California
+$417M
3
Bank of America
Bank of America
North Carolina
+$399M
4
SC
Sculptor Capital
New York
+$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$322M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$351M
2
MAM
Magellan Asset Management
Australia
-$297M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$293M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$284M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
1101
Sheets Smith Wealth Management
North Carolina
$700K +$1.66K +17 +0.2%
HI
1102
Hudock Inc
Pennsylvania
$696K -$251K -2,578 -27%
ADBIC
1103
A.D. Beadell Investment Counsel
Wisconsin
$696K -$48.7K -500 -7%
GIM
1104
Goelzer Investment Management
Indiana
$695K -$226K -2,315 -25%
NAM
1105
Nichols Asset Management
Massachusetts
$690K – – –
GLRA
1106
Gerald L. Ray & Associates
Texas
$690K +$153K +1,575 +29%
FIB
1107
First Interstate Bank
Montana
$689K -$15.5K -159 -2%
ARMT
1108
Amica Retiree Medical Trust
Rhode Island
$686K – – –
ST
1109
Somerset Trust
Pennsylvania
$686K +$50.9K +522 +8%
WOC
1110
West Oak Capital
California
$685K -$822K -8,440 -55%
HAIM
1111
Hunter Associates Investment Management
Pennsylvania
$682K – – –
BAM
1112
Boyar Asset Management
New York
$680K +$96.3K +989 +17%
MRCM
1113
M&R Capital Management
New Jersey
$679K -$66.1K -678 -9%
Koshinski Asset Management
1114
Koshinski Asset Management
Illinois
$679K +$14.7K +151 +2%
NL
1115
NWAM LLC
Washington
$675K +$68.8K +706 +11%
MHS
1116
M Holdings Securities
Oregon
$675K +$77.3K +793 +13%
IFB
1117
iAB Financial Bank
Indiana
$666K +$174K +1,785 +35%
EWMCB
1118
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$664K +$33.8K +347 +5%
BA
1119
BKS Advisors
Michigan
$659K +$659K +6,764 New
VST
1120
Van Strum & Towne
California
$656K – – –
MAM
1121
Mizuho Asset Management
Japan
$653K +$219K +2,253 +51%
GIS
1122
Guardian Investor Services
New York
$647K -$9.36K -96 -1%
CC
1123
Courier Capital
New York
$645K -$65.8K -675 -9%
SI
1124
Scharf Investments
California
$645K – – –
TAM
1125
Todd Asset Management
Kentucky
$645K +$974 +10 +0.2%
43 44
45
46 47