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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
1
Fidelity Investments
Massachusetts
$1.75B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.46B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.85B
4
IGIM
4
I.G. Investment Management
Manitoba, Canada
$312M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$148M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.95B
2
State Street
2
State Street
Massachusetts
$4.45B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$610M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$387M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAS
1126
Winch Advisory Services
Wisconsin
$636K +$636K +6,483 New
MFW
1127
Meristem Family Wealth
Minnesota
$629K -$97.7K -997 -13%
BHIA
1128
Birch Hill Investment Advisors
Massachusetts
$627K -$88.2K -900 -12%
HCM
1129
Hodges Capital Management
Texas
$627K -$38.8K -396 -6%
CCM
1130
Catawba Capital Management
Virginia
$622K – – –
BCB
1131
Brian C. Broderick
$621K – – –
GHAM
1132
Gilman Hill Asset Management
Connecticut
$621K +$185K +1,881 +42%
BP
1133
Ballentine Partners
Massachusetts
$618K +$7.64K +78 +1%
RCAG
1134
Rehmann Capital Advisory Group
Michigan
$618K +$182K +1,853 +42%
EI
1135
EDMP Inc
Florida
$613K +$130K +1,330 +27%
PFS
1136
Prospera Financial Services
Texas
$607K +$154K +1,669 +34%
FMWA
1137
Forvis Mazars Wealth Advisors
Missouri
$606K +$4.7K +48 +0.8%
DLCIG
1138
D.L. Carlson Investment Group
New Hampshire
$599K -$143K -1,464 -19%
JVBC
1139
J.V. Bruni & Co
Colorado
$597K – – –
SC
1140
Skylands Capital
Wisconsin
$596K -$22.1K -225 -4%
IPRC
1141
Indices-Pac Research Corporation
New Jersey
$595K -$678K -6,917 -53%
HCM
1142
Highlander Capital Management
New Jersey
$594K – – –
CPO
1143
Cerity Partners OCIO
New York
$593K +$317K +3,229 +115%
PLFAM
1144
Pineno Levin & Ford Asset Management
Virginia
$592K – – –
RI
1145
Redwood Investments
Massachusetts
$588K – – –
SAM
1146
SignalPoint Asset Management
Missouri
$586K -$47.5K -484 -7%
RC
1147
RegentAtlantic Capital
New Jersey
$585K -$103K -1,054 -15%
CFMC
1148
Curbstone Financial Management Corp
New Hampshire
$585K +$585K +5,965 New
FBA
1149
Front Barnett Associates
Illinois
$582K -$91.1K -930 -14%
FAG
1150
Financial Advisory Group
Texas
$580K -$118K -1,200 -17%
44 45
46
47 48