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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 %
HCP
1426
Holt Capital Partners
Texas
$71K – – –
FAM
1427
Formidable Asset Management
Ohio
$70K -$500K -4,950 -88%
LTI
1428
Laffer Tengler Investments
Tennessee
$69.2K +$16K +163 +30%
TCCM
1429
Timber Creek Capital Management
Massachusetts
$69K -$4.85K -50 -7%
EWM
1430
Elite Wealth Management
Washington
$67K -$162K -1,639 -71%
CPA
1431
Cowen Prime Advisors
New York
$63K – – –
OFS
1432
Orrstown Financial Services
Pennsylvania
$63K – – –
IWC
1433
Integrated Wealth Counsel
California
$62K -$4.43K -45 -7%
SMG
1434
Spectrum Management Group
Indiana
$62K – – –
GAM
1435
Gemmer Asset Management
California
$62K +$62K +630 New
HF
1436
Hoxton Financial
West Virginia
$61K +$21.2K +217 +53%
WF
1437
WealthTrust Fairport
Ohio
$60K -$3.85M -39,120 -98%
CL
1438
CFS LLC
Oklahoma
$59K – – –
MAS
1439
Madden Advisory Services
Florida
$57K +$4.47K +46 +9%
DOA
1440
D'Orazio & Associates
Virginia
$51K – – –
JAM
1441
Jolley Asset Management
North Carolina
$49K – – –
WCM
1442
Wealthcare Capital Management
Virginia
$48K +$35.6K +366 +286%
BCM
1443
Blume Capital Management
California
$42K -$37.6K -380 -47%
LFR
1444
Lehman Financial Resources
Pennsylvania
$38K +$5.43K +55 +17%
TFMS
1445
Trust & Fiduciary Management Services
Massachusetts
$38K +$5.85K +59 +18%
CAL
1446
Capital Analysts LLC
Pennsylvania
$35.4K +$98 +1 +0.3%
ARMC
1447
American Research & Management Company
Massachusetts
$34K – – –
LWA
1448
Lenox Wealth Advisors
New York
$33K +$21.4K +217 +184%
HCM
1449
Horrell Capital Management
Arkansas
$32K -$4.92K -50 -13%
TIM
1450
Tortoise Investment Management
New York
$31K – – –
56 57
58
59 60