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McDonald's
MCD

Overview Fund Activity

1,487 hedge funds and large institutions have $65.3B invested in McDonald's in 2014 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 562 increasing their positions, 651 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,487
Holders Change
+8
Holders Change %
+0.54%
% of All Funds
42.77%
Holding in Top 10
57
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.56%
% of All Funds
1.64%
New
68
Increased
562
Reduced
651
Closed
53
Calls
$1.5B
Puts
$866M
Net Calls
+$638M
Net Calls Change
+$338M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$762M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$365M
3
Bank of America
Bank of America
North Carolina
+$217M
4
MCM
Mason Capital Management
New York
+$196M
5
APG Asset Management
APG Asset Management
Netherlands
+$128M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$501M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$206M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$189M
4
Franklin Resources
Franklin Resources
California
-$138M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$126M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1226
Mastrapasqua Asset Management
Tennessee
$422K -$5.54K -55 -1%
GVT
1227
Genesee Valley Trust
New York
$418K +$191K +1,896 +84%
VFAM
1228
Valley Forge Asset Management
Pennsylvania
$416K -$22K -219 -5%
PCMC
1229
Paragon Capital Management (Colorado)
Colorado
$415K – – –
CFA
1230
Cahill Financial Advisors
Minnesota
$413K -$65.1K -645 -14%
HC
1231
Hourglass Capital
Texas
$413K – – –
OC
1232
Oakworth Capital
Alabama
$412K – – –
FMC
1233
First Merchants Corp
Indiana
$409K – – –
HTHT
1234
Hemenway Trust Hemenway Trust
New Hampshire
$407K -$27.9K -277 -6%
ST
1235
Sentinel Trust
Texas
$407K +$137K +1,360 +51%
FCBT
1236
First Citizens Bank & Trust
North Carolina
$404K +$404K +4,010 New
Barrow, Hanley, Mewhinney & Strauss
1237
Barrow, Hanley, Mewhinney & Strauss
Texas
$403K -$20.2K -200 -5%
BSW
1238
Buckingham Strategic Wealth
Missouri
$401K -$41.4K -411 -9%
Fuller & Thaler Asset Management
1239
Fuller & Thaler Asset Management
California
$401K – – –
DDPIC
1240
Deroy & Devereaux Private Investment Counsel
Michigan
$397K +$5.95K +59 +2%
YP
1241
Yellowstone Partners
Idaho
$396K +$8.97K +89 +2%
HMS
1242
Hanseatic Management Services
New Mexico
$396K +$396K +3,930 New
GIA
1243
GHP Investment Advisors
Colorado
$394K -$49.9K -495 -11%
KTC
1244
Kistler-Tiffany Companies
Pennsylvania
$394K -$8.36K -83 -2%
ACP
1245
Aviance Capital Partners
Florida
$393K -$10.1K -100 -3%
AAS
1246
Annex Advisory Services
Wisconsin
$391K -$17.4K -173 -4%
GLRA
1247
Gerald L. Ray & Associates
Texas
$388K -$10.1K -100 -3%
EM
1248
Excalibur Management
Massachusetts
$385K – – –
CS
1249
Cannell & Spears
New York
$384K +$161K +1,595 +72%
OCM
1250
One Capital Management
California
$382K +$15.1K +150 +4%
48 49
50
51 52