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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 %
BRWM
1251
B. Riley Wealth Management
Tennessee
$384K +$384K +3,920 New
AB
1252
AT Bancorp
Iowa
$383K -$16.6K -169 -4%
T
1253
Thomaspartners
Massachusetts
$381K -$4.61K -47 -1%
CA
1254
Capital Advantage
California
$381K +$39.2K +400 +11%
DDPIC
1255
Deroy & Devereaux Private Investment Counsel
Michigan
$380K -$49.9K -510 -12%
CIA
1256
CCM Investment Advisers
South Carolina
$379K -$1.76M -18,000 -82%
YP
1257
Yellowstone Partners
Idaho
$377K +$15.3K +156 +4%
EM
1258
Excalibur Management
Massachusetts
$375K -$9.8K -100 -3%
RL
1259
Ruffer LLP
United Kingdom
$375K – – –
PAS
1260
Partnervest Advisory Services
California
$371K -$104K -1,058 -22%
KIA
1261
King Investment Advisors
Texas
$371K – – –
MA
1262
MCF Advisors
Kentucky
$370K +$98 +1 +0%
SNT
1263
Security National Trust
West Virginia
$370K +$9.8K +100 +3%
WCM Investment Management
1264
WCM Investment Management
California
$369K +$490 +5 +0.1%
SFI
1265
SPC Financial Inc
Maryland
$368K -$813K -8,293 -69%
MFBTD
1266
MB Financial Bank - Trust Department
Illinois
$368K +$19.6K +200 +6%
CCB
1267
Cutter & Co Brokerage
Missouri
$366K – – –
BCMIO
1268
Beacon Capital Management Inc (Ohio)
Ohio
$365K -$36.4K -371 -9%
TIA
1269
Tiemann Investment Advisors
California
$365K – – –
SGAM
1270
Steinberg Global Asset Management
Florida
$365K +$588 +6 +0.2%
FNBOH
1271
First National Bank of Hutchinson
Kansas
$364K -$19.3K -197 -5%
I2I
1272
Insight 2811 Inc
Illinois
$363K +$108K +1,100 +42%
PAM
1273
Private Asset Management
California
$361K – – –
AIC
1274
Atlantic Investment Company
Georgia
$359K +$58.8K +600 +20%
WA
1275
Waverly Advisors
Alabama
$358K -$151K -1,543 -30%
49 50
51
52 53