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McDonald's
MCD

Overview Fund Activity

1,487 hedge funds and large institutions have $65.3B invested in McDonald's in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 562 increasing their positions, 651 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,487
Holders Change
+8
Holders Change %
+0.54%
% of All Funds
42.77%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.64%
New
68
Increased
562
Reduced
651
Closed
53
Calls
$1.5B
Puts
$866M
Net Calls
+$638M
Net Calls Change
+$338M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$762M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$365M
3
Bank of America
Bank of America
North Carolina
+$217M
4
MCM
Mason Capital Management
New York
+$196M
5
APG Asset Management
APG Asset Management
Netherlands
+$128M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$501M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$206M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$189M
4
Franklin Resources
Franklin Resources
California
-$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1126
Jacobus Wealth Management
Wisconsin
$618K -$105K -1,045 -15%
JVBC
1127
J.V. Bruni & Co
Colorado
$615K +$1.61K +16 +0.3%
BP
1128
Ballentine Partners
Massachusetts
$613K -$22.3K -221 -4%
Carson Wealth (CWM LLC)
1129
Carson Wealth (CWM LLC)
Nebraska
$607K +$313K +3,107 +106%
SAM
1130
SignalPoint Asset Management
Missouri
$606K +$4.53K +45 +0.8%
CFMC
1131
Curbstone Financial Management Corp
New Hampshire
$606K +$5.04K +50 +0.8%
DCLA
1132
Douglas C. Lane & Associates
New York
$605K +$73.1K +726 +14%
PLFAM
1133
Pineno Levin & Ford Asset Management
Virginia
$604K -$4.13K -41 -0.7%
RI
1134
Redwood Investments
Massachusetts
$604K – – –
FMWA
1135
Forvis Mazars Wealth Advisors
Missouri
$603K -$19.9K -198 -3%
RC
1136
RegentAtlantic Capital
New Jersey
$601K +$302 +3 +0.1%
AIM
1137
Arcadia Investment Management
Michigan
$601K +$372K +3,695 +163%
HCM
1138
Highlander Capital Management
New Jersey
$600K -$10.1K -100 -2%
FAG
1139
Financial Advisory Group
Texas
$596K – – –
BMC
1140
Benin Management Corp
Connecticut
$594K +$128K +1,275 +28%
SC
1141
Skylands Capital
Wisconsin
$592K -$20.2K -200 -3%
NAMA
1142
Nikko Asset Management Americas
New York
$588K – – –
UBV
1143
United Bank (Virginia)
Virginia
$588K +$20.9K +208 +4%
NES
1144
New England Securities
New York
$584K -$85.4K -848 -13%
BHIA
1145
Birch Hill Investment Advisors
Massachusetts
$583K -$61.4K -610 -10%
DLCIG
1146
D.L. Carlson Investment Group
New Hampshire
$577K -$39.3K -390 -6%
FBA
1147
Front Barnett Associates
Illinois
$576K -$22.5K -223 -4%
SCP
1148
Sandhill Capital Partners
New York
$566K +$18.7K +186 +3%
GLI
1149
Guardian Life Insurance
New York
$564K – – –
CGT
1150
Capital Guardian Trust
California
$556K +$43.2K +429 +8%
44 45
46
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