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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 %
FAM
1151
Formidable Asset Management
Ohio
$541K -$10.7K -112 -2%
NFC
1152
Northeast Financial Consultants
Connecticut
$533K +$533K +5,495 New
CCM
1153
Crossvault Capital Management
Texas
$533K +$533K +5,498 New
ST
1154
Somerset Trust
Pennsylvania
$528K +$528K +5,446 New
BIC
1155
Beach Investment Counsel
Pennsylvania
$527K -$2.13K -22 -0.4%
MHS
1156
M Holdings Securities
Oregon
$525K +$525K +5,412 New
AAS
1157
Annex Advisory Services
Wisconsin
$521K -$508K -5,238 -49%
MCM
1158
Mazama Capital Management
Oregon
$520K -$1.19M -12,255 -70%
BBNB
1159
Baker Boyer National Bank
Washington
$520K -$874K -9,010 -63%
ST
1160
Spinnaker Trust
Maine
$520K -$231K -2,375 -31%
SCP
1161
Sandhill Capital Partners
New York
$520K +$27.8K +287 +6%
VST
1162
Van Strum & Towne
California
$518K – – –
SHGA
1163
Sand Hill Global Advisors
California
$518K +$5.34K +55 +1%
MIM
1164
Merit Investment Management
Delaware
$511K -$102K -1,050 -17%
UBV
1165
United Bank (Virginia)
Virginia
$509K +$11K +113 +2%
SFA
1166
Sequoia Financial Advisors
Ohio
$509K +$509K +5,243 New
NPA
1167
Nichols & Pratt Advisers
Massachusetts
$508K – – –
WA
1168
Winfield Associates
Ohio
$508K +$508K +5,236 New
MC
1169
Montag & Caldwell
Georgia
$505K – – –
WA
1170
Waverly Advisors
Alabama
$504K +$316K +3,254 +168%
EIM
1171
Emerson Investment Management
Massachusetts
$503K -$82.1K -845 -14%
BT
1172
Beacon Trust
New Jersey
$500K -$230K -2,369 -32%
EA
1173
Emerald Advisers
Pennsylvania
$495K +$46.1K +475 +10%
DCLA
1174
Douglas C. Lane & Associates
New York
$494K +$113K +1,166 +30%
BSW
1175
Buckingham Strategic Wealth
Missouri
$493K +$54.9K +565 +13%
45 46
47
48 49