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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 %
VCAM
1376
Van Cleef Asset Management
Ohio
$212K – – –
LD
1377
Lipe & Dalton
New York
$212K – – –
MSU
1378
Maple Securities USA
New Jersey
$211K -$270K -2,756 -56%
AWS
1379
Aris Wealth Services
Pennsylvania
$209K +$209K +2,128 New
WKA
1380
Wilson Kemp & Associates
Michigan
$206K -$343K -3,500 -63%
Cohen & Steers
1381
Cohen & Steers
New York
$206K – – –
DBIA
1382
Dumont & Blake Investment Advisors
New Jersey
$205K – – –
GD
1383
Grandfield & Dodd
New York
$205K +$205K +2,088 New
FBC
1384
Fairfield, Bush & Co
Connecticut
$204K – – –
JCM
1385
Janney Capital Management
Pennsylvania
$204K +$490 +5 +0.2%
MIC
1386
MU Investments Company
Japan
$201K -$29.1K -300 -13%
MAM
1387
Mizuho Asset Management
Japan
$195K – – –
KPCM
1388
Kings Point Capital Management
New York
$189K +$4.89K +50 +3%
MWP
1389
MYCIO Wealth Partners
Pennsylvania
$184K -$394K -4,019 -68%
BOK
1390
Bank of Kentucky
Kentucky
$177K – – –
DAM
1391
Delta Asset Management
Tennessee
$174K -$2.45K -25 -1%
PSC
1392
Prentiss Smith & Co
Vermont
$168K – – –
BEAM
1393
Baker Ellis Asset Management
Washington
$158K -$3.93K -40 -2%
FNBSF
1394
First National Bank Sioux Falls
South Dakota
$155K – – –
TSW
1395
Thompson Siegel & Walmsley
Virginia
$154K – – –
FCCM
1396
First City Capital Management
Georgia
$154K +$154K +1,570 New
AC
1397
Alexandria Capital
Virginia
$153K – – –
LC
1398
Lubar & Co
Wisconsin
$147K -$225K -2,293 -61%
FWM
1399
Focused Wealth Management
New York
$146K -$3.14K -32 -2%
TF
1400
Trutina Financial
Washington
$139K +$139K +1,419 New
54 55
56
57 58