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McDonald's
MCD

Overview Fund Activity

1,551 hedge funds and large institutions have $60B invested in McDonald's in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 519 increasing their positions, 691 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+72
Holders Change %
+4.87%
% of All Funds
41.39%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
1.36%
New
175
Increased
519
Reduced
691
Closed
87
Calls
$2.91B
Puts
$1.79B
Net Calls
+$1.12B
Net Calls Change
+$332M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
+$437M
2
State Street
State Street
Massachusetts
+$298M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
4
N
Natixis
France
+$212M
5
Millennium Management
Millennium Management
New York
+$173M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$1.03B
2
Bank of America
Bank of America
North Carolina
-$661M
3
Renaissance Technologies
Renaissance Technologies
New York
-$284M
4
IGIM
I.G. Investment Management
Manitoba, Canada
-$261M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1301
MCF Advisors
Kentucky
$337K -$15.5K -165 -4%
ACP
1302
Aviance Capital Partners
Florida
$337K – – –
BCM
1303
Bourgeon Capital Management
Connecticut
$337K – – –
DJSG
1304
D.J. St. Germain
Massachusetts
$337K +$2.62K +28 +0.8%
DLCIG
1305
D.L. Carlson Investment Group
New Hampshire
$336K -$35.1K -375 -9%
FAM
1306
Fiduciary Asset Management
Missouri
$333K -$608K -6,477 -65%
LOAMS
1307
Lombard Odier Asset Management (Switzerland)
Switzerland
$332K -$11.5M -122,045 -97%
PMFA
1308
Plante Moran Financial Advisors
Michigan
$332K +$10K +107 +3%
AW
1309
Alpha Windward
Massachusetts
$331K +$20K +214 +6%
WCM Investment Management
1310
WCM Investment Management
California
$329K -$5.62K -60 -2%
OCM
1311
One Capital Management
California
$328K -$27.3K -291 -8%
VFA
1312
Virtus Fund Advisers
Connecticut
$328K – – –
LSV Asset Management
1313
LSV Asset Management
Illinois
$327K -$65.4K -700 -17%
CBT
1314
Central Bank & Trust
Kentucky
$327K +$2.25K +24 +0.7%
CS
1315
Cannell & Spears
New York
$326K -$11.7K -125 -3%
SFI
1316
SPC Financial Inc
Maryland
$324K -$21.5K -229 -6%
ECAM
1317
East Coast Asset Management
Massachusetts
$323K -$4.88K -52 -1%
PLFAM
1318
Pineno Levin & Ford Asset Management
Virginia
$319K -$239K -2,552 -43%
TSWM
1319
Triangle Securities Wealth Management
North Carolina
$319K -$4.69K -50 -1%
LCM
1320
LVM Capital Management
Michigan
$318K +$10.3K +110 +3%
SS
1321
Sunbelt Securities
Texas
$317K +$317K +3,386 New
SAMC
1322
Shinko Asset Management Company
Japan
$312K -$221K -2,360 -41%
PAS
1323
Partnervest Advisory Services
California
$312K -$55K -588 -15%
PG
1324
Patten Group
Tennessee
$311K +$311K +3,312 New
SNT
1325
Security National Trust
West Virginia
$309K -$28K -299 -8%
51 52
53
54 55