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McDonald's
MCD

Overview Fund Activity

1,492 hedge funds and large institutions have $62.2B invested in McDonald's in 2013 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 553 increasing their positions, 608 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
+121
Holders Change %
+8.83%
% of All Funds
43.33%
Holding in Top 10
51
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-31.08%
% of All Funds
1.48%
New
189
Increased
553
Reduced
608
Closed
49
Calls
$1.19B
Puts
$909M
Net Calls
+$280M
Net Calls Change
+$5.16M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$278M
2
Bank of America
Bank of America
North Carolina
+$162M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$103M
4
BFA
BlackRock Fund Advisors
California
+$102M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$97.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$596M
2
IC
Institutional Capital
Illinois
-$553M
3
State Street
State Street
Massachusetts
-$374M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$185M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
1376
Cornerstone Advisors (Washington)
Washington
$204K – – –
Cohen & Steers
1377
Cohen & Steers
New York
$203K -$58.1K -600 -22%
DBIA
1378
Dumont & Blake Investment Advisors
New Jersey
$203K – – –
NEPWA
1379
New England Private Wealth Advisors
Massachusetts
$203K +$203K +2,091 New
FBC
1380
Fairfield, Bush & Co
Connecticut
$202K -$4.42M -45,674 -96%
NCM
1381
Novare Capital Management
North Carolina
$202K -$12.1K -125 -6%
LD
1382
Lipe & Dalton
New York
$202K -$2.42K -25 -1%
ACM
1383
Apex Capital Management
Ohio
$201K -$4.47K -46 -2%
JCM
1384
Janney Capital Management
Pennsylvania
$201K -$2.62K -27 -1%
RC
1385
Riversville Capital
Connecticut
$199K +$39.1K +403 +24%
MAM
1386
Mizuho Asset Management
Japan
$193K -$1.3M -13,427 -87%
PL
1387
Parkwood LLC
Ohio
$187K +$187K +1,931 New
LFG
1388
LifePlan Financial Group
Ohio
$185K -$9.21K -95 -5%
KPCM
1389
Kings Point Capital Management
New York
$183K -$65.7K -675 -26%
HPBT
1390
High Point Bank & Trust
North Carolina
$183K -$13.3K -137 -7%
OC
1391
Oakworth Capital
Alabama
$177K +$177K +1,820 New
BOK
1392
Bank of Kentucky
Kentucky
$175K -$3.11K -32 -2%
DAM
1393
Delta Asset Management
Tennessee
$175K +$11.7K +120 +7%
SHWM
1394
Smith & Howard Wealth Management
Georgia
$173K +$4.06K +42 +2%
PSC
1395
Prentiss Smith & Co
Vermont
$167K +$1.56K +16 +0.9%
TCM
1396
Tradewinds Capital Management
Washington
$167K +$167K +1,726 New
PFA
1397
Paradigm Financial Advisors
Missouri
$166K +$166K +1,709 New
BEAM
1398
Baker Ellis Asset Management
Washington
$160K +$33K +340 +26%
TSW
1399
Thompson Siegel & Walmsley
Virginia
$153K -$34K -350 -18%
FNBSF
1400
First National Bank Sioux Falls
South Dakota
$153K – – –
54 55
56
57 58