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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 %
DAM
1351
Deltec Asset Management
New York
$245K – – –
SRC
1352
Stone Run Capital
New York
$245K – – –
OPCM
1353
Osborne Partners Capital Management
California
$244K -$90.7K -927 -27%
STI
1354
Susquehanna Trust & Investment
Pennsylvania
$243K -$19.6K -200 -7%
HI
1355
Hendershot Investments
Virginia
$242K +$10.5K +107 +5%
HPBT
1356
High Point Bank & Trust
North Carolina
$242K +$57.3K +585 +31%
CCS
1357
Crosspoint Capital Strategies
California
$239K +$196 +2 +0.1%
PIM
1358
Parasol Investment Management
Illinois
$238K +$158K +1,610 +196%
PMFA
1359
Plante Moran Financial Advisors
Michigan
$237K -$399K -4,076 -63%
HWA
1360
Heritage Wealth Advisors
Virginia
$236K – – –
Manulife (Manufacturers Life Insurance)
1361
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$236K +$14.4K +147,028 +7%
DBT
1362
Dubuque Bank & Trust
Iowa
$234K +$138K +1,410 +145%
NPF
1363
Norris Perne & French
Michigan
$228K -$61.3K -625 -21%
LFG
1364
LifePlan Financial Group
Ohio
$226K +$39.2K +400 +21%
LA
1365
Leonetti & Associates
Illinois
$224K – – –
AIM
1366
Arcadia Investment Management
Michigan
$223K – – –
CIC
1367
Cornercap Investment Counsel
Georgia
$221K – – –
GVT
1368
Genesee Valley Trust
New York
$221K +$221K +2,250 New
LCM
1369
Lucas Capital Management
New Jersey
$220K -$6.97K -71 -3%
TIM
1370
Thompson Investment Management
Wisconsin
$220K – – –
ANBTV
1371
American National Bank & Trust (Virginia)
Virginia
$219K +$3.34K +34 +2%
PPCM
1372
Pillar Pacific Capital Management
California
$218K -$17.1K -175 -7%
BFPW
1373
BOK Financial Private Wealth
Colorado
$218K – – –
CS
1374
Cannell & Spears
New York
$218K +$1.96K +20 +0.9%
TCM
1375
Tetrem Capital Management
Manitoba, Canada
$214K +$214K +2,184 New
53 54
55
56 57