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McDonald's
MCD

1,378 hedge funds and large institutions have $63.8B invested in McDonald's in 2013 Q2 according to their latest regulatory filings, with 1,378 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.26% more ownership

Funds ownership: 0% → 64.26% (+64%)

49% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $824M

Holders
1,378
Holders Change
+1,378
Holders Change %
–
% of All Funds
44.96%
Holding in Top 10
100
Holding in Top 10 Change
+100
Holding in Top 10 Change %
% of All Funds
3.26%
New
1,378
Increased
–
Reduced
–
Closed
–
Calls
$1.23B
Puts
$824M
Net Calls
+$407M
Net Calls Change
+$407M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
1126
ZWJ Investment Counsel
Georgia
$491K +$496K +4,957 New
TH
1127
TCTC Holdings
Texas
$487K +$492K +4,916 New
BCM
1128
BTR Capital Management
California
$486K +$492K +4,911 New
ST
1129
Spot Trading
Illinois
$485K +$490K +4,897 New
FAG
1130
Financial Advisory Group
Texas
$485K +$491K +4,901 New
HB
1131
Homrich & Berg
Georgia
$484K +$489K +4,885 New
CG
1132
Colony Group
Massachusetts
$477K +$483K +4,823 New
AMIM
1133
Aull & Monroe Investment Management
Alabama
$470K +$475K +4,747 New
UBV
1134
United Bank (Virginia)
Virginia
$468K +$474K +4,730 New
CT
1135
Cambridge Trust
Massachusetts
$465K +$471K +4,699 New
Barrow, Hanley, Mewhinney & Strauss
1136
Barrow, Hanley, Mewhinney & Strauss
Texas
$465K +$471K +4,700 New
EIM
1137
Essex Investment Management
Massachusetts
$464K +$470K +4,689 New
SAG
1138
Sterne Agee Group
Alabama
$460K +$465K +4,646 New
EA
1139
Emerald Advisers
Pennsylvania
$458K +$464K +4,629 New
SC
1140
Schulhoff & Co
Ohio
$456K +$461K +4,607 New
CCA
1141
Catalyst Capital Advisors
New York
$456K +$462K +4,610 New
AO
1142
Allen Operations
New York
$455K +$461K +4,600 New
ECM
1143
Endex Capital Management
Kansas
$455K +$461K +4,600 New
MPM
1144
Meritage Portfolio Management
Kansas
$455K +$461K +4,600 New
BHBT
1145
Burke & Herbert Bank & Trust
Virginia
$451K +$457K +4,559 New
KS
1146
Karpas Strategies
Connecticut
$450K +$456K +4,550 New
SIC
1147
Schwartz Investment Counsel
Michigan
$446K +$451K +4,500 New
LSV Asset Management
1148
LSV Asset Management
Illinois
$445K +$451K +4,500 New
FCT
1149
Family Capital Trust
Massachusetts
$443K +$448K +4,475 New
GIA
1150
GHP Investment Advisors
Colorado
$443K +$448K +4,477 New
44 45
46
47 48

MCD Hedge Fund Activity: Q2 2013 in Review

1,378 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2013, worth a combined $63.8B.

Buyers outnumbered sellers: 1,378 funds opened new MCD positions and 0 closed out — a net gain of 1,378 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,378 institutional investors held McDonald's (MCD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $63.8B of McDonald's stock for Q2 2013.
  • 1,378 funds opened new McDonald's positions in Q2 2013 and 0 closed out, a net change of +1,378 holders.

Based on aggregated 13F filings for Q2 2013.