MCD icon

McDonald's
MCD

Overview Fund Activity

1,479 hedge funds and large institutions have $60.6B invested in McDonald's in 2014 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 525 increasing their positions, 686 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
-8
Holders Change %
-0.54%
% of All Funds
42.94%
Holding in Top 10
55
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.51%
% of All Funds
1.6%
New
84
Increased
525
Reduced
686
Closed
81
Calls
$2.41B
Puts
$1.62B
Net Calls
+$788M
Net Calls Change
+$150M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$688M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$324M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$216M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$186M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$171M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$717M
2
Harris Associates
Harris Associates
Illinois
-$345M
3
Bank of America
Bank of America
North Carolina
-$330M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$234M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
1201
Philadelphia Trust Company
Pennsylvania
$432K -$1.32M -13,876 -75%
HB
1202
Homrich & Berg
Georgia
$431K -$569 -6 -0.1%
KS
1203
Karpas Strategies
Connecticut
$431K – – –
ZAM
1204
Zevin Asset Management
Massachusetts
$429K – – –
SIC
1205
Schwartz Investment Counsel
Michigan
$427K – – –
BCM
1206
BTR Capital Management
California
$422K – – –
GLRA
1207
Gerald L. Ray & Associates
Texas
$422K +$56.8K +600 +16%
B
1208
Bailard
California
$419K -$14.2K -150 -3%
MAM
1209
Meeder Asset Management
Ohio
$417K +$9.1K +96 +2%
SAM
1210
Sawgrass Asset Management
Florida
$413K – – –
GF
1211
Gerstein Fisher
New York
$413K +$99.5K +1,050 +32%
BPCA
1212
Bank Pictet & Cie (Asia)
Singapore
$410K -$3.33M -35,131 -89%
QCMC
1213
Quantum Capital Management (California)
California
$409K -$82.4K -869 -17%
CCM
1214
Compass Capital Management
Minnesota
$409K – – –
BG
1215
Bollard Group
Massachusetts
$409K – – –
FLPIM
1216
F.L. Putnam Investment Management
Massachusetts
$407K -$114K -1,200 -22%
SFM
1217
Signature Financial Management
Virginia
$405K -$59.7K -630 -13%
MPIA
1218
Mountain Pacific Investment Advisers
Idaho
$402K – – –
LNC
1219
Lincoln National Corp
Pennsylvania
$399K +$48K +507 +14%
EAM
1220
Evanson Asset Management
California
$398K -$15.5K -163 -4%
LSV Asset Management
1221
LSV Asset Management
Illinois
$398K – – –
BT
1222
Beacon Trust
New Jersey
$397K -$37.1K -391 -9%
LA
1223
Lau Associates
Delaware
$395K +$395K +4,170 New
PCMC
1224
Paragon Capital Management (Colorado)
Colorado
$390K – – –
HC
1225
Hourglass Capital
Texas
$389K – – –
47 48
49
50 51