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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.95B
2
State Street
State Street
Massachusetts
$4.45B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$610M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$387M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
1151
Waratah Capital Advisors
Ontario, Canada
$578K -$333K -3,400 -37%
HL
1152
HeadInvest LLC
Maine
$573K -$224K -2,282 -28%
JIC
1153
Joel Isaacson & Co
New York
$569K -$10.7K -109 -2%
NAMA
1154
Nikko Asset Management Americas
New York
$564K -$38.9K -400 -6%
TBA
1155
Train Babcock Advisors
New York
$561K -$3.98M -40,617 -88%
ST
1156
Somerset Trust
Pennsylvania
$560K +$26.8K +274 +5%
EA
1157
Elm Advisors
California
$559K – – –
AP
1158
Atwood & Palmer
Missouri
$556K -$43.1K -440 -7%
NCM
1159
Northroad Capital Management
New York
$555K -$164K -1,675 -23%
CWM
1160
Concert Wealth Management
California
$554K -$47.2K -485 -8%
UBV
1161
United Bank (Virginia)
Virginia
$553K +$38.3K +390 +7%
UF
1162
Univest Financial
Pennsylvania
$552K -$2.32M -23,704 -81%
PAMG
1163
Patton Albertson Miller Group
Tennessee
$551K -$162K -1,657 -23%
GLI
1164
Guardian Life Insurance
New York
$549K -$3.82K -39 -0.7%
CCM
1165
Crossvault Capital Management
Texas
$539K – – –
FLPIM
1166
F.L. Putnam Investment Management
Massachusetts
$538K -$104K -1,062 -16%
SCP
1167
Sandhill Capital Partners
New York
$533K +$7.45K +76 +1%
SHGA
1168
Sand Hill Global Advisors
California
$523K – – –
VST
1169
Van Strum & Towne
California
$523K – – –
CL
1170
Choreo LLC
Illinois
$522K +$522K +5,325 New
DCLA
1171
Douglas C. Lane & Associates
New York
$518K +$19.3K +197 +4%
B
1172
Bailard
California
$511K -$38.3K -391 -7%
BIC
1173
Beach Investment Counsel
Pennsylvania
$511K -$22.1K -225 -4%
BBNB
1174
Baker Boyer National Bank
Washington
$504K -$21.8K -222 -4%
CCA
1175
Checchi Capital Advisers
California
$501K +$191K +1,948 +62%
45 46
47
48 49