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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
1
Fidelity Investments
Massachusetts
$1.75B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.46B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.85B
4
IGIM
4
I.G. Investment Management
Manitoba, Canada
$312M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$148M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.95B
2
State Street
2
State Street
Massachusetts
$4.45B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$610M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$387M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CGT
1176
Capital Guardian Trust
California
$499K +$238K +2,429 +91%
SSWM
1177
Smith Salley Wealth Management
North Carolina
$494K +$121K +1,232 +32%
BHBT
1178
Burke & Herbert Bank & Trust
Virginia
$492K +$17.1K +174 +4%
BHTS
1179
Bar Harbor Trust Services
Maine
$491K -$78.4K -800 -14%
MC
1180
Montag & Caldwell
Georgia
$490K -$19.6K -200 -4%
UFG
1181
United Fire Group
Iowa
$490K – – –
ZIC
1182
ZWJ Investment Counsel
Georgia
$489K -$8.34K -85 -2%
EIM
1183
Emerson Investment Management
Massachusetts
$488K -$19.6K -200 -4%
BT
1184
Beacon Trust
New Jersey
$484K -$20.6K -210 -4%
OIM
1185
Orca Investment Management
Oregon
$483K -$4.9K -50 -1%
AHB
1186
Abner Herrman & Brock
New Jersey
$477K +$240K +2,447 +101%
SCM
1187
Stellar Capital Management
Arizona
$474K +$16.2K +165 +4%
JG
1188
Jefferies Group
New York
$471K +$8.33K +85 +2%
FBT
1189
Founders Bank & Trust
Michigan
$471K +$123K +1,250 +35%
AMIM
1190
Aull & Monroe Investment Management
Alabama
$468K -$16.9K -172 -3%
SCA
1191
STALEY CAPITAL ADVISERS
Pennsylvania
$467K – – –
CFA
1192
Cahill Financial Advisors
Minnesota
$465K -$5K -51 -1%
CT
1193
Cambridge Trust
Massachusetts
$465K +$5.89K +60 +1%
EA
1194
Emerald Advisers
Pennsylvania
$463K -$36.8K -376 -7%
CD
1195
Carl Domino
Florida
$462K -$24.1K -246 -5%
SC
1196
Schulhoff & Co
Ohio
$461K – – –
SCM
1197
Stonebridge Capital Management
California
$461K +$461K +4,702 New
ICM
1198
IMS Capital Management
Oregon
$455K +$98 +1 +0%
BMC
1199
Benin Management Corp
Connecticut
$453K – – –
FCT
1200
Family Capital Trust
Massachusetts
$453K +$14.7K +150 +3%
46 47
48
49 50