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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 %
WCM
1301
Windsor Capital Management
Arizona
$303K -$12.7K -131 -4%
AWP
1302
Ascent Wealth Partners
New York
$300K +$300K +3,087 New
AIC
1303
Atlantic Investment Company
Georgia
$297K – – –
WIC
1304
Wilkins Investment Counsel
Massachusetts
$296K +$14.6K +150 +5%
SFT
1305
Simmons First Trust
Arkansas
$296K +$71.5K +737 +32%
GAG
1306
GM Advisory Group
New York
$296K +$296K +3,049 New
MGIA
1307
Moneta Group Investment Advisors
Missouri
$294K – – –
AT
1308
Acadia Trust
Maine
$292K +$66.5K +685 +29%
VCP
1309
Vista Capital Partners
Oregon
$291K -$31K -320 -10%
YMRC
1310
Yorktown Management & Research Company
Virginia
$291K – – –
SFPIA
1311
Stevens First Principles Investment Advisors
California
$289K -$25.3K -261 -8%
SFP
1312
Santa Fe Partners
New Mexico
$289K +$289K +2,977 New
Envestnet Asset Management
1313
Envestnet Asset Management
Illinois
$287K -$2.62M -26,952 -90%
NPF
1314
Norris Perne & French
Michigan
$286K -$35K -361 -11%
ECM
1315
Estabrook Capital Management
New York
$281K -$9.7K -100 -3%
FAT
1316
First American Trust
California
$281K -$1.95M -20,138 -87%
MKC
1317
M. Kraus & Co
Vermont
$278K +$278K +2,868 New
CPO
1318
Cerity Partners OCIO
New York
$274K -$29.1K -299 -10%
CL
1319
CIM LLC
New York
$274K +$4.85K +50 +2%
MIM
1320
Miller Investment Management
Pennsylvania
$272K -$7.29K -75 -3%
VWM
1321
Vector Wealth Management
Minnesota
$270K +$1.36K +14 +0.5%
MCM
1322
Marathon Capital Management
Maryland
$270K +$270K +2,779 New
QAM
1323
QCI Asset Management
New York
$268K +$61.6K +635 +30%
PFM
1324
Parsec Financial Management
North Carolina
$267K -$16.9K -174 -6%
LOCC
1325
Lombard Odier & Cie (Canada)
Quebec, Canada
$266K +$266K +2,740 New
51 52
53
54 55