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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 %
CCM
1226
Compass Capital Management
Minnesota
$427K +$7.77K +80 +2%
DDPIC
1227
Deroy & Devereaux Private Investment Counsel
Michigan
$426K – – –
MCM
1228
Maple Capital Management
Vermont
$424K +$12.1K +125 +3%
VFAM
1229
Valley Forge Asset Management
Pennsylvania
$422K – – –
HIM
1230
Hillsdale Investment Management
Ontario, Canada
$422K +$97K +1,000 +30%
AWA
1231
ARS Wealth Advisors
Florida
$422K +$422K +4,348 New
RU
1232
RobecoSam USA
New York
$417K +$87.7K +905 +27%
HW
1233
Hancock Whitney
Mississippi
$413K -$57.2K -590 -12%
DSC
1234
Duncker Streett & Co
Missouri
$412K +$485 +5 +0.1%
MPIA
1235
Mountain Pacific Investment Advisers
Idaho
$411K – – –
Barrow, Hanley, Mewhinney & Strauss
1236
Barrow, Hanley, Mewhinney & Strauss
Texas
$408K – – –
SAM
1237
Sawgrass Asset Management
Florida
$408K +$19.4K +200 +5%
NC
1238
NewSquare Capital
Pennsylvania
$403K +$38.8K +400 +11%
PL
1239
Plancorp LLC
Missouri
$403K +$403K +4,163 New
PCMC
1240
Paragon Capital Management (Colorado)
Colorado
$399K +$46.3K +477 +13%
HC
1241
Hourglass Capital
Texas
$398K – – –
LCM
1242
LVM Capital Management
Michigan
$398K +$25.1K +259 +7%
BCMIO
1243
Beacon Capital Management Inc (Ohio)
Ohio
$397K +$397K +4,096 New
AB
1244
AT Bancorp
Iowa
$396K -$380K -3,916 -49%
FMC
1245
First Merchants Corp
Indiana
$390K +$40.2K +415 +11%
Twin Tree Management
1246
Twin Tree Management
Texas
$389K -$1.81M -18,667 -82%
GRQ
1247
Gardner Russo & Quinn
Pennsylvania
$384K -$12.7K -131 -3%
MAM
1248
Meeder Asset Management
Ohio
$382K -$22.8K -235 -6%
T
1249
Thomaspartners
Massachusetts
$381K -$38.9M -401,225 -99%
EM
1250
Excalibur Management
Massachusetts
$381K – – –
48 49
50
51 52