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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 %
SRCM
1301
Swift Run Capital Management
Virginia
$314K +$314K +3,200 New
CL
1302
CIM LLC
New York
$313K +$36.2K +370 +13%
RCA
1303
Rex Capital Advisors
Rhode Island
$313K – – –
MCM
1304
Marathon Capital Management
Maryland
$312K +$40K +409 +15%
TH
1305
TCTC Holdings
Texas
$308K – – –
WFMPM
1306
Woodley Farra Manion Portfolio Management
Indiana
$302K -$496K -5,056 -62%
W
1307
Wealthfront
California
$302K +$302K +3,081 New
AWP
1308
Ascent Wealth Partners
New York
$298K -$4.61K -47 -2%
Envestnet Asset Management
1309
Envestnet Asset Management
Illinois
$298K +$7.85K +80 +3%
MGIA
1310
Moneta Group Investment Advisors
Missouri
$297K – – –
SFT
1311
Simmons First Trust
Arkansas
$294K -$4.9K -50 -2%
YMRC
1312
Yorktown Management & Research Company
Virginia
$294K – – –
VWM
1313
Vector Wealth Management
Minnesota
$294K +$20.9K +213 +8%
HC
1314
Highmount Capital
New York
$292K -$22.5K -230 -7%
AT
1315
Acadia Trust
Maine
$292K -$3.44K -35 -1%
SFPIA
1316
Stevens First Principles Investment Advisors
California
$292K – – –
Verition Fund Management
1317
Verition Fund Management
Connecticut
$290K -$432K -4,402 -60%
Two Sigma Advisers
1318
Two Sigma Advisers
New York
$289K -$51.3M -523,600 -99%
CCMG
1319
Clark Capital Management Group
Pennsylvania
$289K -$30.6K -312 -10%
WIC
1320
Wilkins Investment Counsel
Massachusetts
$289K -$9.8K -100 -3%
Carson Wealth (CWM LLC)
1321
Carson Wealth (CWM LLC)
Nebraska
$287K +$159K +1,621 +125%
ECM
1322
Estabrook Capital Management
New York
$284K – – –
GAG
1323
GM Advisory Group
New York
$284K -$15.7K -160 -5%
MKC
1324
M. Kraus & Co
Vermont
$281K – – –
VCP
1325
Vista Capital Partners
Oregon
$279K -$15.2K -155 -5%
51 52
53
54 55