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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 %
BFPW
1276
BOK Financial Private Wealth
Colorado
$213K +$213K +2,219 New
NCM
1277
Novare Capital Management
North Carolina
$212K – – –
CS
1278
Cannell & Spears
New York
$212K +$212K +2,200 New
AIS
1279
APG Investment Services
Netherlands
$210K – – –
QAM
1280
QCI Asset Management
New York
$205K +$19.6K +203 +11%
LCM
1281
Lucas Capital Management
New Jersey
$203K – – –
SAM
1282
Summit Asset Management
Tennessee
$203K +$203K +2,105 New
ACM
1283
Apex Capital Management
Ohio
$203K +$203K +2,114 New
LD
1284
Lipe & Dalton
New York
$203K – – –
CAW
1285
Cornerstone Advisors (Washington)
Washington
$202K +$192K +2,000 +1,961%
JCM
1286
Janney Capital Management
Pennsylvania
$202K +$202K +2,102 New
CP
1287
Camelot Portfolios
Ohio
$201K – – –
DBIA
1288
Dumont & Blake Investment Advisors
New Jersey
$201K – – –
FIM
1289
Frontier Investment Management
Texas
$201K +$201K +2,094 New
HPBT
1290
High Point Bank & Trust
North Carolina
$194K -$2.4K -25 -1%
LFG
1291
LifePlan Financial Group
Ohio
$193K – – –
WA
1292
Waverly Advisors
Alabama
$187K +$187K +1,942 New
TSW
1293
Thompson Siegel & Walmsley
Virginia
$185K -$9.61K -100 -5%
TF
1294
Trutina Financial
Washington
$177K +$177K +1,843 New
BOK
1295
Bank of Kentucky
Kentucky
$176K +$7.87K +82 +5%
AF
1296
Allworth Financial
California
$175K +$175K +1,823 New
SHWM
1297
Smith & Howard Wealth Management
Georgia
$168K – – –
PSC
1298
Prentiss Smith & Co
Vermont
$164K -$27K -280 -14%
MI
1299
Mercer Investments
Massachusetts
$164K -$54.7K -569 -25%
BKBG
1300
BHF Kleinwort Benson Group
Belgium
$163K – – –
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