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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 %
AAM
1201
Autus Asset Management
Arizona
$454K -$28.9K -298 -6%
SCM
1202
Stellar Capital Management
Arizona
$453K +$453K +4,667 New
ICM
1203
IMS Capital Management
Oregon
$450K -$96.5K -995 -18%
BMC
1204
Benin Management Corp
Connecticut
$449K -$9.71K -100 -2%
IAM
1205
Integre Asset Management
New York
$449K +$582 +6 +0.1%
MPM
1206
Meritage Portfolio Management
Kansas
$448K +$1.94K +20 +0.4%
CCA
1207
Catalyst Capital Advisors
New York
$447K – – –
EWM
1208
Edge Wealth Management
New York
$447K +$446K +4,600 +51,111%
ECM
1209
Endex Capital Management
Kansas
$446K – – –
AO
1210
Allen Operations
New York
$446K – – –
BC
1211
Blackhill Capital
New Jersey
$446K – – –
MPWT
1212
MassMutual Private Wealth & Trust
Connecticut
$445K +$445K +4,589 New
CBT
1213
Central Bank & Trust
Kentucky
$443K -$355K -3,654 -44%
KS
1214
Karpas Strategies
Connecticut
$441K – – –
BCM
1215
BTR Capital Management
California
$441K +$9.69K +100 +2%
MAM
1216
Mastrapasqua Asset Management
Tennessee
$440K +$485 +5 +0.1%
ZAM
1217
Zevin Asset Management
Massachusetts
$439K -$158K -1,625 -26%
SIC
1218
Schwartz Investment Counsel
Michigan
$437K – – –
LSV Asset Management
1219
LSV Asset Management
Illinois
$436K -$260K -2,680 -37%
FCT
1220
Family Capital Trust
Massachusetts
$434K – – –
HTHT
1221
Hemenway Trust Hemenway Trust
New Hampshire
$434K +$100K +1,033 +30%
RCAG
1222
Rehmann Capital Advisory Group
Michigan
$432K -$12.1K -125 -3%
GHAM
1223
Gilman Hill Asset Management
Connecticut
$432K +$68K +700 +19%
HB
1224
Homrich & Berg
Georgia
$431K +$431K +4,447 New
GIA
1225
GHP Investment Advisors
Colorado
$427K -$7.47K -77 -2%
47 48
49
50 51