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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 %
DAM
1351
Deltec Asset Management
New York
$252K – – –
SRC
1352
Stone Run Capital
New York
$252K – – –
Eagle Capital Management (New York)
1353
Eagle Capital Management (New York)
New York
$252K – – –
NFC
1354
Northeast Financial Consultants
Connecticut
$251K -$201K -2,000 -44%
JMFC
1355
J.M. Forbes & Co
Massachusetts
$251K -$10.1K -100 -4%
MAM
1356
Mizuho Asset Management
Japan
$250K +$49.9K +495 +25%
GAG
1357
GM Advisory Group
New York
$248K -$43.1K -428 -15%
TCM
1358
Tetrem Capital Management
Manitoba, Canada
$248K +$13.6K +127 +6%
PPCM
1359
Pillar Pacific Capital Management
California
$248K +$23.4K +232 +10%
PL
1360
Plancorp LLC
Missouri
$247K -$474K -4,717 -66%
HWA
1361
Heritage Wealth Advisors
Virginia
$244K – – –
NPF
1362
Norris Perne & French
Michigan
$239K +$5.03K +50 +2%
LCM
1363
Lucas Capital Management
New Jersey
$238K +$12.5K +124 +6%
LFG
1364
LifePlan Financial Group
Ohio
$233K – – –
LA
1365
Leonetti & Associates
Illinois
$230K – – –
STI
1366
Susquehanna Trust & Investment
Pennsylvania
$229K -$20.1K -200 -8%
CIC
1367
Cornercap Investment Counsel
Georgia
$227K – – –
WCF
1368
West Coast Financial
California
$226K -$55.4K -550 -20%
TIM
1369
Thompson Investment Management
Wisconsin
$225K – – –
FIM
1370
Frontier Investment Management
Texas
$225K +$225K +2,236 New
BFPW
1371
BOK Financial Private Wealth
Colorado
$224K – – –
NEPWA
1372
New England Private Wealth Advisors
Massachusetts
$221K +$221K +2,187 New
VCAM
1373
Van Cleef Asset Management
Ohio
$218K – – –
CWP
1374
Capital Wealth Planning
Florida
$212K -$569K -5,639 -73%
Cohen & Steers
1375
Cohen & Steers
New York
$211K – – –
53 54
55
56 57