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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
$1.52B
2
First Eagle Investment Management
First Eagle Investment Management
New York
$365M
3
Bank of America
Bank of America
North Carolina
$2.12B
4
MCM
Mason Capital Management
New York
$196M
5
APG Asset Management
APG Asset Management
Netherlands
$369M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$14.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.3B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$438M
4
Franklin Resources
Franklin Resources
California
$555M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
1301
TCTC Holdings
Texas
$316K – – –
SFPIA
1302
Stevens First Principles Investment Advisors
California
$316K +$15.3K +152 +5%
IAM
1303
Impax Asset Management
New Hampshire
$313K +$313K +3,107 New
RL
1304
Ruffer LLP
United Kingdom
$312K -$72.9K -725 -19%
CWM
1305
Confluence Wealth Management
Oregon
$310K +$310K +3,079 New
WIL
1306
Winifred I. Li
$309K -$15.3K -152 -5%
AWP
1307
Ascent Wealth Partners
New York
$306K – – –
CCM
1308
Coldstream Capital Management
Washington
$305K -$17.5K -174 -5%
MGIA
1309
Moneta Group Investment Advisors
Missouri
$305K +$201 +2 +0.1%
CCMG
1310
Clark Capital Management Group
Pennsylvania
$303K +$5.85K +58 +2%
UF
1311
Univest Financial
Pennsylvania
$302K -$264K -2,626 -47%
YMRC
1312
Yorktown Management & Research Company
Virginia
$302K – – –
SFT
1313
Simmons First Trust
Arkansas
$302K – – –
VWM
1314
Vector Wealth Management
Minnesota
$301K -$1.82K -18 -0.6%
PPSG
1315
Princeton Portfolio Strategies Group
New Jersey
$300K +$300K +2,975 New
CL
1316
CIM LLC
New York
$299K -$22.4K -223 -7%
AT
1317
Acadia Trust
Maine
$299K – – –
FIM
1318
Fernwood Investment Management
Massachusetts
$297K -$54.8K -544 -16%
WIC
1319
Wilkins Investment Counsel
Massachusetts
$297K – – –
BCM
1320
Brookstone Capital Management
Illinois
$297K +$41.5K +411 +16%
HI
1321
Hendershot Investments
Virginia
$297K +$47.9K +475 +19%
WFMPM
1322
Woodley Farra Manion Portfolio Management
Indiana
$295K -$15.1K -150 -5%
AAM
1323
Autus Asset Management
Arizona
$294K -$55.3K -550 -16%
ECM
1324
Estabrook Capital Management
New York
$292K – – –
MKC
1325
M. Kraus & Co
Vermont
$289K – – –
51 52
53
54 55