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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 %
RU
1201
RobecoSam USA
New York
$453K +$31.5K +321 +7%
CCA
1202
Catalyst Capital Advisors
New York
$452K – – –
MPIA
1203
Mountain Pacific Investment Advisers
Idaho
$452K +$36.5K +372 +9%
MPM
1204
Meritage Portfolio Management
Kansas
$451K -$1.96K -20 -0.4%
BC
1205
Blackhill Capital
New Jersey
$451K – – –
AO
1206
Allen Operations
New York
$451K – – –
KS
1207
Karpas Strategies
Connecticut
$446K – – –
BCM
1208
BTR Capital Management
California
$446K – – –
ZAM
1209
Zevin Asset Management
Massachusetts
$443K – – –
NFC
1210
Northeast Financial Consultants
Connecticut
$441K -$98.1K -1,000 -18%
SIC
1211
Schwartz Investment Counsel
Michigan
$441K – – –
LSV Asset Management
1212
LSV Asset Management
Illinois
$441K – – –
WCM
1213
Windsor Capital Management
Arizona
$438K +$132K +1,341 +43%
CBT
1214
Central Bank & Trust
Kentucky
$437K -$9.79K -100 -2%
HIM
1215
Hillsdale Investment Management
Ontario, Canada
$436K +$9.8K +100 +2%
EFSCE
1216
Enterprise Financial Services Corp (EFSC)
Missouri
$435K -$280K -2,857 -39%
GIA
1217
GHP Investment Advisors
Colorado
$432K +$490 +5 +0.1%
BSW
1218
Buckingham Strategic Wealth
Missouri
$431K -$66.7K -680 -13%
LWM
1219
LBA Wealth Management
Florida
$429K -$69K -704 -14%
VFAM
1220
Valley Forge Asset Management
Pennsylvania
$427K – – –
NC
1221
NewSquare Capital
Pennsylvania
$425K +$18.1K +185 +4%
SFM
1222
Signature Financial Management
Virginia
$424K +$46K +470 +12%
BG
1223
Bollard Group
Massachusetts
$423K -$785K -8,000 -65%
HTHT
1224
Hemenway Trust Hemenway Trust
New Hampshire
$423K -$14.9K -152 -3%
CCM
1225
Compass Capital Management
Minnesota
$423K -$7.84K -80 -2%
47 48
49
50 51