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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 %
CWM
1126
Concert Wealth Management
California
$598K -$137K -1,411 -19%
PFBT
1127
Parkside Financial Bank & Trust
Missouri
$598K +$15.7K +162 +3%
MA
1128
Montag & Associates
Georgia
$598K +$136K +1,400 +29%
FMWA
1129
Forvis Mazars Wealth Advisors
Missouri
$596K -$19.6K -202 -3%
AP
1130
Atwood & Palmer
Missouri
$593K -$5.53K -57 -0.9%
Capstone Investment Advisors
1131
Capstone Investment Advisors
New York
$591K -$6.56M -67,713 -92%
JVBC
1132
J.V. Bruni & Co
Colorado
$591K +$591K +6,088 New
HCM
1133
Highlander Capital Management
New Jersey
$588K – – –
PLFAM
1134
Pineno Levin & Ford Asset Management
Virginia
$585K -$4.85K -50 -0.8%
ASN
1135
Advisory Services Network
Georgia
$585K +$585K +6,031 New
RI
1136
Redwood Investments
Massachusetts
$582K – – –
JIC
1137
Joel Isaacson & Co
New York
$574K +$8.83K +91 +2%
MWP
1138
MYCIO Wealth Partners
Pennsylvania
$572K +$11.2K +115 +2%
BHTS
1139
Bar Harbor Trust Services
Maine
$564K +$67.9K +700 +14%
MMG
1140
Monetary Management Group
Missouri
$558K -$776K -8,000 -58%
TRCT
1141
Tower Research Capital (TRC)
New York
$555K +$260K +2,688 +88%
P3I
1142
Progeny 3 Inc
Washington
$554K -$651K -6,710 -54%
MVP
1143
Miller Value Partners
Florida
$554K – – –
EA
1144
Elm Advisors
California
$553K +$553K +5,700 New
VAM
1145
Visium Asset Management
New York
$549K -$13.5M -139,558 -96%
WCBA
1146
Weaver C. Barksdale & Associates
Tennessee
$548K – – –
GLI
1147
Guardian Life Insurance
New York
$547K -$622K -6,419 -53%
B
1148
Bailard
California
$544K -$213K -2,190 -28%
WKA
1149
Wilson Kemp & Associates
Michigan
$543K +$133K +1,370 +32%
SAMC
1150
Shinko Asset Management Company
Japan
$542K +$85.6K +882 +19%
44 45
46
47 48