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McDonald's
MCD

Overview Fund Activity

1,371 hedge funds and large institutions have $70.2B invested in McDonald's in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 616 increasing their positions, 518 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,371
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
44.47%
Holding in Top 10
74
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-26%
% of All Funds
2.4%
New
69
Increased
616
Reduced
518
Closed
65
Calls
$1.28B
Puts
$1.01B
Net Calls
+$275M
Net Calls Change
-$133M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$383M
2
State Street
State Street
Massachusetts
+$301M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$149M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$145M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$507M
2
American Century Companies
American Century Companies
Missouri
-$242M
3
MAM
Magellan Asset Management
Australia
-$214M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$159M
5
CA
Commerzbank Aktiengesellschaft
Germany
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTHT
1201
Hemenway Trust Hemenway Trust
New Hampshire
$331K +$307K +3,186 +1,274%
AW
1202
Alpha Windward
Massachusetts
$328K +$3.94K +41 +1%
MFBTD
1203
MB Financial Bank - Trust Department
Illinois
$328K +$20.7K +215 +7%
RU
1204
RobecoSam USA
New York
$327K +$47.1K +489 +17%
WRF
1205
Waddell & Reed Financial
Kansas
$325K -$17.4M -180,785 -98%
RL
1206
Ruffer LLP
United Kingdom
$324K -$204K -2,094 -39%
PHS
1207
Pekin Hardy Strauss
Illinois
$323K – – –
HIM
1208
Hillsdale Investment Management
Ontario, Canada
$322K +$111K +1,150 +52%
VCP
1209
Vista Capital Partners
Oregon
$320K -$29.2K -303 -8%
NPF
1210
Norris Perne & French
Michigan
$318K +$66K +687 +26%
DFIM
1211
Detwiler Fenton Investment Management
Massachusetts
$315K – – –
ZCA
1212
Zeke Capital Advisors
Pennsylvania
$314K – – –
SNT
1213
Security National Trust
West Virginia
$314K +$28.7K +299 +10%
BWP
1214
Baldwin Wealth Partners
Massachusetts
$313K -$4.52K -47 -1%
WCM
1215
Windsor Capital Management
Arizona
$313K +$22.1K +230 +8%
SFPIA
1216
Stevens First Principles Investment Advisors
California
$312K – – –
IT
1217
Independence Trust
Tennessee
$311K -$86.7K -900 -22%
BOS
1218
Bank of Stockton
California
$310K -$80.7K -840 -21%
LIA
1219
LBMC Investment Advisors
Tennessee
$310K – – –
RCA
1220
Rex Capital Advisors
Rhode Island
$307K – – –
PAS
1221
Partnervest Advisory Services
California
$304K +$37.4K +389 +14%
CPO
1222
Cerity Partners OCIO
New York
$300K -$26.3K -273 -8%
RHBC
1223
R.H. Bluestein & Co
Michigan
$298K -$9.81M -101,842 -97%
AIC
1224
Atlantic Investment Company
Georgia
$295K – – –
TRCT
1225
Tower Research Capital (TRC)
New York
$293K +$288K +2,991 +5,982%
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