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McDonald's
MCD

Overview Fund Activity

1,540 hedge funds and large institutions have $63.6B invested in McDonald's in 2015 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 500 increasing their positions, 741 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
-11
Holders Change %
-0.71%
% of All Funds
41.08%
Holding in Top 10
60
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+17.65%
% of All Funds
1.6%
New
121
Increased
500
Reduced
741
Closed
116
Calls
$2.9B
Puts
$1.58B
Net Calls
+$1.32B
Net Calls Change
+$202M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$956M
2
Capital World Investors
Capital World Investors
California
$417M
3
Bank of America
Bank of America
North Carolina
$1.43B
4
SC
Sculptor Capital
New York
$359M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.77B

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$23M
2
MAM
Magellan Asset Management
Australia
$0
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.44B
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$224M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1401
Delta Asset Management
Tennessee
$216K +$55.1K +565 +34%
LFG
1402
LifePlan Financial Group
Ohio
$215K – – –
KAH
1403
Kathryn A. Hall
$214K – – –
WCM
1404
Wallace Capital Management
Texas
$214K +$214K +2,199 New
NSAM
1405
North Star Asset Management
Wisconsin
$213K -$38.9K -400 -15%
DBIA
1406
Dumont & Blake Investment Advisors
New Jersey
$213K +$213K +2,190 New
T
1407
Thomaspartners
Massachusetts
$211K -$844K -8,668 -80%
BRWM
1408
B. Riley Wealth Management
Tennessee
$211K -$10.5K -108 -5%
VAM
1409
Verity Asset Management
North Carolina
$210K +$210K +2,174 New
VCAM
1410
Van Cleef Asset Management
Ohio
$208K – – –
MWP
1411
MYCIO Wealth Partners
Pennsylvania
$208K +$21K +216 +11%
WCA
1412
Westover Capital Advisors
Delaware
$207K +$207K +2,121 New
CWP
1413
Capital Wealth Planning
Florida
$205K +$205K +2,100 New
TSBJ
1414
Trevor, Stewart, Burton & Jacobsen
New York
$205K +$205K +2,105 New
SHGA
1415
Sand Hill Global Advisors
California
$204K -$308K -3,160 -60%
OCM
1416
Oakwood Capital Management
California
$204K -$42.8K -440 -17%
LD
1417
Lipe & Dalton
New York
$203K -$9.75K -100 -5%
SFA
1418
Sequoia Financial Advisors
Ohio
$202K -$9.43K -97 -4%
AEPG
1419
American Economic Planning Group
New Jersey
$202K +$202K +2,068 New
CCB
1420
Cutter & Co Brokerage
Missouri
$201K -$29.5K -303 -13%
AIC
1421
Atlantic Investment Company
Georgia
$201K +$201K +2,064 New
SGAM
1422
Steinberg Global Asset Management
Florida
$200K -$35K -360 -15%
KFA
1423
Kelleher Financial Advisors
New York
$200K +$200K +2,060 New
SGC
1424
South Georgia Capital
Illinois
$196K -$78.1K -800 -29%
HPBT
1425
High Point Bank & Trust
North Carolina
$195K – – –
55 56
57
58 59