MCD icon

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 %
PNAA
1176
Pictet North America Advisors
Switzerland
$493K +$493K +5,081 New
LWM
1177
LBA Wealth Management
Florida
$493K +$493K +5,084 New
ZIC
1178
ZWJ Investment Counsel
Georgia
$492K +$10.1K +104 +2%
ACP
1179
Aviance Capital Partners
Florida
$488K -$53.4K -550 -10%
Tudor Investment Corp
1180
Tudor Investment Corp
Connecticut
$488K +$488K +5,026 New
CCT
1181
Country Club Trust
Missouri
$486K -$85.5K -882 -15%
NL
1182
NWAM LLC
Washington
$486K -$75.4K -777 -13%
UFG
1183
United Fire Group
Iowa
$485K – – –
WCA
1184
Westover Capital Advisors
Delaware
$484K +$95.8K +987 +25%
Fuller & Thaler Asset Management
1185
Fuller & Thaler Asset Management
California
$483K +$107K +1,100 +28%
OIM
1186
Orca Investment Management
Oregon
$483K +$483K +4,975 New
OSAM
1187
O'Shaughnessy Asset Management
Connecticut
$482K -$78.2K -805 -14%
CD
1188
Carl Domino
Florida
$481K -$29K -299 -6%
AMIM
1189
Aull & Monroe Investment Management
Alabama
$480K +$19.5K +201 +4%
PFS
1190
Prospera Financial Services
Texas
$478K -$213K -2,192 -31%
EI
1191
EDMP Inc
Florida
$478K -$1.46K -15 -0.3%
MSU
1192
Maple Securities USA
New Jersey
$476K -$4.43M -45,668 -90%
EAM
1193
Evanson Asset Management
California
$474K +$474K +4,885 New
BHBT
1194
Burke & Herbert Bank & Trust
Virginia
$470K +$27.7K +286 +6%
PAS
1195
Partnervest Advisory Services
California
$470K +$163K +1,678 +53%
CFA
1196
Cahill Financial Advisors
Minnesota
$465K +$465K +4,791 New
SCA
1197
STALEY CAPITAL ADVISERS
Pennsylvania
$462K -$971K -10,000 -68%
JG
1198
Jefferies Group
New York
$458K -$3.11M -32,060 -87%
SC
1199
Schulhoff & Co
Ohio
$457K +$9.71K +100 +2%
CT
1200
Cambridge Trust
Massachusetts
$454K -$34K -350 -7%
46 47
48
49 50