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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 %
EFS
1326
Essex Financial Services
Connecticut
$278K -$7.47K -762 -3%
MIM
1327
Miller Investment Management
Pennsylvania
$274K – – –
WCF
1328
West Coast Financial
California
$274K +$27K +275 +11%
QAM
1329
QCI Asset Management
New York
$271K – – –
BT
1330
Bankers Trust
Iowa
$265K -$469K -4,766 -64%
MHIM
1331
MacNealy Hoover Investment Management
Ohio
$265K +$4.91K +50 +2%
ST
1332
Sentinel Trust
Texas
$263K – – –
CIC
1333
Chase Investment Counsel
Virginia
$262K – – –
BWP
1334
Baldwin Wealth Partners
Massachusetts
$262K – – –
CAW
1335
Cornerstone Advisors (Washington)
Washington
$261K +$54.8K +558 +27%
LBC
1336
Lawrence B. Cohen
$260K -$4.91K -50 -2%
GIM
1337
Greylin Investment Management
Virginia
$257K – – –
FP
1338
Foundry Partners
Minnesota
$256K -$3.98M -40,615 -94%
PWM
1339
ParenteBeard Wealth Management
Pennsylvania
$256K -$1.2M -12,257 -82%
BOS
1340
Bank of Stockton
California
$255K -$9.81K -100 -4%
BBA
1341
BLB&B Advisors
Pennsylvania
$255K – – –
JMFC
1342
J.M. Forbes & Co
Massachusetts
$254K -$1.96K -20 -0.8%
NSAM
1343
North Star Asset Management
Wisconsin
$254K – – –
SFU
1344
Stonehage Fleming (UK)
United Kingdom
$254K +$254K +2,600 New
IT
1345
Independence Trust
Tennessee
$249K -$1.96K -20 -0.8%
BCM
1346
Brookstone Capital Management
Illinois
$248K -$2.45K -25 -1%
IMS
1347
Index Management Solutions
Pennsylvania
$246K +$125K +1,277 +103%
BC
1348
Barnett & Company
Tennessee
$246K +$246K +2,509 New
Eagle Capital Management (New York)
1349
Eagle Capital Management (New York)
New York
$245K -$17.1K -174 -7%
NYLIM
1350
New York Life Investment Management
New York
$245K – – –
52 53
54
55 56