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McDonald's
MCD

1,378 hedge funds and large institutions have $63.8B invested in McDonald's in 2013 Q2 according to their latest regulatory filings, with 1,378 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.26% more ownership

Funds ownership: 0% → 64.26% (+64%)

49% more call options, than puts

Call options by funds: $1.23B | Put options by funds: $824M

Holders
1,378
Holders Change
+1,378
Holders Change %
–
% of All Funds
44.96%
Holding in Top 10
100
Holding in Top 10 Change
+100
Holding in Top 10 Change %
% of All Funds
3.26%
New
1,378
Increased
–
Reduced
–
Closed
–
Calls
$1.23B
Puts
$824M
Net Calls
+$407M
Net Calls Change
+$407M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
DR
1201
Davis Rea
Ontario, Canada
$339K +$343K +3,425 New
JWM
1202
Jacobus Wealth Management
Wisconsin
$338K +$342K +3,411 New
CPO
1203
Cerity Partners OCIO
New York
$336K +$340K +3,391 New
AW
1204
Alpha Windward
Massachusetts
$334K +$338K +3,373 New
SGAM
1205
Steinberg Global Asset Management
Florida
$332K +$335K +3,350 New
PHS
1206
Pekin Hardy Strauss
Illinois
$332K +$336K +3,357 New
BWP
1207
Baldwin Wealth Partners
Massachusetts
$327K +$331K +3,305 New
FMC
1208
First Merchants Corp
Indiana
$326K +$330K +3,295 New
PCM
1209
Prelude Capital Management
New York
$324K +$327K +3,270 New
DFIM
1210
Detwiler Fenton Investment Management
Massachusetts
$324K +$328K +3,275 New
ZCA
1211
Zeke Capital Advisors
Pennsylvania
$323K +$327K +3,261 New
SFPIA
1212
Stevens First Principles Investment Advisors
California
$321K +$325K +3,241 New
OSAM
1213
O'Shaughnessy Asset Management
Connecticut
$320K +$324K +3,232 New
LIA
1214
LBMC Investment Advisors
Tennessee
$319K +$323K +3,227 New
MFBTD
1215
MB Financial Bank - Trust Department
Illinois
$316K +$319K +3,190 New
RCA
1216
Rex Capital Advisors
Rhode Island
$316K +$320K +3,191 New
GLRA
1217
Gerald L. Ray & Associates
Texas
$315K +$318K +3,180 New
HJA
1218
Hugh Johnson Advisors
New York
$313K +$316K +3,157 New
CGT
1219
Capital Guardian Trust
California
$307K +$310K +3,100 New
HT
1220
HighTower Trust
Texas
$306K +$310K +3,095 New
HI
1221
Hudock Inc
Pennsylvania
$305K +$309K +3,086 New
AIC
1222
Atlantic Investment Company
Georgia
$303K +$307K +3,064 New
BCM
1223
Bluefin Capital Management
New York
$300K +$263K +2,625 New
PWM
1224
ParenteBeard Wealth Management
Pennsylvania
$300K +$304K +3,031 New
WCM
1225
Windsor Capital Management
Arizona
$299K +$303K +3,023 New
47 48
49
50 51

MCD Hedge Fund Activity: Q2 2013 in Review

1,378 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in McDonald's (MCD) for Q2 2013, worth a combined $63.8B.

Buyers outnumbered sellers: 1,378 funds opened new MCD positions and 0 closed out — a net gain of 1,378 holders — while 0 added to existing stakes and 0 trimmed.

  • 1,378 institutional investors held McDonald's (MCD) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $63.8B of McDonald's stock for Q2 2013.
  • 1,378 funds opened new McDonald's positions in Q2 2013 and 0 closed out, a net change of +1,378 holders.

Based on aggregated 13F filings for Q2 2013.