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McDonald's
MCD

Overview Fund Activity

1,551 hedge funds and large institutions have $60B invested in McDonald's in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 519 increasing their positions, 691 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+72
Holders Change %
+4.87%
% of All Funds
41.39%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
1.36%
New
175
Increased
519
Reduced
691
Closed
87
Calls
$2.91B
Puts
$1.79B
Net Calls
+$1.12B
Net Calls Change
+$332M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$437M
2
State Street
State Street
Massachusetts
+$298M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
N
Natixis
France
+$212M
5
Millennium Management
Millennium Management
New York
+$173M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.03B
2
Bank of America
Bank of America
North Carolina
-$661M
3
Renaissance Technologies
Renaissance Technologies
New York
-$284M
4
IGIM
I.G. Investment Management
Manitoba, Canada
-$261M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHBT
1201
Burke & Herbert Bank & Trust
Virginia
$495K – – –
FBA
1202
Front Barnett Associates
Illinois
$494K -$7.03K -75 -1%
SHGA
1203
Sand Hill Global Advisors
California
$492K +$61.8K +660 +14%
SMC
1204
Smith, Moore & Co
Missouri
$491K +$28.2K +301 +6%
MFW
1205
Meristem Family Wealth
Minnesota
$490K -$26.2K -279 -5%
CCM
1206
Catawba Capital Management
Virginia
$490K – – –
LNC
1207
Lincoln National Corp
Pennsylvania
$489K +$93.8K +1,000 +24%
DI
1208
Diligent Investors
California
$488K +$488K +5,251 New
EA
1209
Elm Advisors
California
$485K – – –
KA
1210
KLCM Advisors
Wisconsin
$480K -$201K -2,150 -30%
WCM
1211
Windsor Capital Management
Arizona
$478K +$20.3K +217 +4%
BP
1212
Ballentine Partners
Massachusetts
$476K -$80.2K -855 -14%
PFS
1213
Prospera Financial Services
Texas
$475K -$180K -1,924 -28%
VHAM
1214
Van Hulzen Asset Management
California
$475K +$475K +5,066 New
RAM
1215
Roanoke Asset Management
New Jersey
$474K +$474K +5,060 New
IFB
1216
iAB Financial Bank
Indiana
$473K -$280K -2,985 -37%
MC
1217
Montag & Caldwell
Georgia
$469K – – –
UFG
1218
United Fire Group
Iowa
$469K – – –
SCA
1219
STALEY CAPITAL ADVISERS
Pennsylvania
$469K +$8.43K +90 +2%
BSW
1220
Buckingham Strategic Wealth
Missouri
$468K -$103K -1,095 -18%
CL
1221
CSS LLC
Illinois
$468K – – –
BIC
1222
Beach Investment Counsel
Pennsylvania
$467K -$37.5K -400 -7%
VNA
1223
VNBTrust National Association
Virginia
$466K -$75.8K -810 -14%
ICM
1224
IMS Capital Management
Oregon
$464K +$29.1K +311 +7%
TCB
1225
Texas Capital Bancshares
Texas
$462K +$462K +4,927 New
47 48
49
50 51