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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 %
HW
1226
Hancock Whitney
Mississippi
$422K +$4.41K +45 +1%
EAM
1227
Evanson Asset Management
California
$420K -$58.8K -600 -12%
HB
1228
Homrich & Berg
Georgia
$419K -$16.6K -169 -4%
QSS
1229
Quantitative Systematic Strategies
Florida
$419K +$419K +4,310 New
MAM
1230
Mastrapasqua Asset Management
Tennessee
$416K -$28.9K -295 -7%
CK
1231
Carnick & Kubik
Colorado
$412K -$381K -3,885 -48%
Barrow, Hanley, Mewhinney & Strauss
1232
Barrow, Hanley, Mewhinney & Strauss
Texas
$412K – – –
SAM
1233
Sawgrass Asset Management
Florida
$412K – – –
MAM
1234
Meeder Asset Management
Ohio
$410K +$24K +245 +6%
PCMC
1235
Paragon Capital Management (Colorado)
Colorado
$403K – – –
LCM
1236
LVM Capital Management
Michigan
$402K – – –
HC
1237
Hourglass Capital
Texas
$402K – – –
OC
1238
Oakworth Capital
Alabama
$401K +$223K +2,269 +125%
DSC
1239
Duncker Streett & Co
Missouri
$400K -$16.7K -170 -4%
FMC
1240
First Merchants Corp
Indiana
$399K +$3.93K +40 +1%
AAS
1241
Annex Advisory Services
Wisconsin
$397K -$129K -1,321 -25%
ACP
1242
Aviance Capital Partners
Florida
$392K -$101K -1,028 -20%
KTC
1243
Kistler-Tiffany Companies
Pennsylvania
$392K +$18.2K +185 +5%
WCA
1244
Westover Capital Advisors
Delaware
$391K -$98.1K -1,000 -20%
AWA
1245
ARS Wealth Advisors
Florida
$391K -$35.7K -364 -8%
Fuller & Thaler Asset Management
1246
Fuller & Thaler Asset Management
California
$390K -$98K -1,000 -20%
DIP
1247
DT Investment Partners
Pennsylvania
$389K +$11.6K +118 +3%
GRQ
1248
Gardner Russo & Quinn
Pennsylvania
$388K – – –
GLRA
1249
Gerald L. Ray & Associates
Texas
$388K +$27K +275 +7%
RFA
1250
Reilly Financial Advisors
California
$384K -$422K -4,304 -52%
48 49
50
51 52