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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 %
MGIA
1226
Moneta Group Investment Advisors
Missouri
$292K +$38.5K +400 +15%
HI
1227
Hudock Inc
Pennsylvania
$290K -$6.73K -70 -2%
YMRC
1228
Yorktown Management & Research Company
Virginia
$289K – – –
JAMONY
1229
Jacob Asset Management of New York
California
$289K +$57.8K +600 +25%
ECM
1230
Estabrook Capital Management
New York
$289K – – –
JMFC
1231
J.M. Forbes & Co
Massachusetts
$287K +$45.7K +475 +19%
PFM
1232
Parsec Financial Management
North Carolina
$282K -$5.29K -55 -2%
CGT
1233
Capital Guardian Trust
California
$279K -$19.2K -200 -6%
WIC
1234
Wilkins Investment Counsel
Massachusetts
$279K – – –
HJA
1235
Hugh Johnson Advisors
New York
$278K -$25.6K -266 -8%
MIM
1236
Miller Investment Management
Pennsylvania
$277K -$151K -1,565 -35%
VWM
1237
Vector Wealth Management
Minnesota
$267K -$385 -4 -0.1%
CL
1238
CIM LLC
New York
$267K +$962 +10 +0.4%
HT
1239
HighTower Trust
Texas
$265K -$33.2K -345 -11%
LBC
1240
Lawrence B. Cohen
$260K – – –
Cohen & Steers
1241
Cohen & Steers
New York
$259K -$2.3M -23,942 -90%
MIC
1242
MU Investments Company
Japan
$257K -$77.6K -800 -23%
STI
1243
Susquehanna Trust & Investment
Pennsylvania
$257K -$12K -125 -4%
PWM
1244
ParenteBeard Wealth Management
Pennsylvania
$256K -$35.6K -370 -12%
JWM
1245
Jacobus Wealth Management
Wisconsin
$254K -$73.7K -767 -22%
BOS
1246
Bingham Osborn & Scarborough
California
$254K +$10.1K +105 +4%
GIM
1247
Greylin Investment Management
Virginia
$253K – – –
WCF
1248
West Coast Financial
California
$252K -$12K -125 -5%
NIM
1249
NuWave Investment Management
New Jersey
$252K +$243K +2,534 +2,816%
MMLI
1250
Massachusetts Mutual Life Insurance
Massachusetts
$249K +$249K +2,594 New
48 49
50
51 52