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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 %
JIC
1151
Joel Isaacson & Co
New York
$555K -$30.2K -300 -5%
WMSA
1152
Weiss Multi-Strategy Advisers
New York
$554K -$684K -6,790 -55%
CCM
1153
Crossvault Capital Management
Texas
$554K – – –
FLPIM
1154
F.L. Putnam Investment Management
Massachusetts
$553K – – –
PAMG
1155
Patton Albertson Miller Group
Tennessee
$552K -$17.7K -175 -3%
CWM
1156
Concert Wealth Management
California
$552K -$4K -41 -0.7%
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$551K -$144K -1,425 -21%
HL
1158
HeadInvest LLC
Maine
$551K -$38K -377 -6%
EA
1159
Elm Advisors
California
$544K -$30.2K -300 -5%
MC
1160
MRJ Capital
New York
$543K -$211K -2,100 -28%
BIC
1161
Beach Investment Counsel
Pennsylvania
$543K +$17.7K +176 +3%
NCM
1162
Northroad Capital Management
New York
$539K -$31.5K -313 -6%
VST
1163
Van Strum & Towne
California
$537K – – –
BBNB
1164
Baker Boyer National Bank
Washington
$527K +$9.57K +95 +2%
RFA
1165
Reilly Financial Advisors
California
$527K +$132K +1,308 +33%
QCMC
1166
Quantum Capital Management (California)
California
$522K -$132K -1,313 -20%
BHBT
1167
Burke & Herbert Bank & Trust
Virginia
$509K +$3.53K +35 +0.7%
VF
1168
Virtu Financial
New York
$505K -$314K -3,119 -38%
ZIC
1169
ZWJ Investment Counsel
Georgia
$505K +$2.72K +27 +0.5%
MC
1170
Montag & Caldwell
Georgia
$504K – – –
UFG
1171
United Fire Group
Iowa
$504K – – –
CL
1172
CSS LLC
Illinois
$504K +$504K +5,000 New
Verition Fund Management
1173
Verition Fund Management
Connecticut
$500K +$202K +2,006 +68%
CL
1174
Choreo LLC
Illinois
$499K -$37.7K -374 -7%
EIM
1175
Emerson Investment Management
Massachusetts
$499K -$3.03K -30 -0.6%
45 46
47
48 49