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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
$1.62B
2
Bank of America
Bank of America
North Carolina
$1.88B
3
Allianz Asset Management
Allianz Asset Management
Germany
$289M
4
BFA
BlackRock Fund Advisors
California
$1.31B
5
Vanguard Group
Vanguard Group
Pennsylvania
$5.6B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$788M
2
IC
Institutional Capital
Illinois
$111M
3
State Street
State Street
Massachusetts
$4.85B
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$569M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$928M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTCG
1451
Pring Turner Capital Group
California
$34K +$34K +350 New
LFR
1452
Lehman Financial Resources
Pennsylvania
$32K – – –
TFMS
1453
Trust & Fiduciary Management Services
Massachusetts
$31K -$2.3K -24 -7%
TIM
1454
Tortoise Investment Management
New York
$31K – – –
TDC
1455
Thompson Davis & Co
Virginia
$29K +$29K +300 New
AII
1456
AGF Investments Inc
Ontario, Canada
$29K +$29K +300 New
GXMC
1457
Global X Management Company
New York
$27K – – –
BBPWM
1458
Blue Bell Private Wealth Management
Pennsylvania
$22K +$22K +223 New
IRS
1459
Invictus RG (Singapore)
Singapore
$21K +$1.86K +19 +10%
BWFA
1460
Baltimore-Washington Financial Advisors
Maryland
$19K – – –
SEC
1461
Seven Eight Capital
New York
$19K +$19K +200 New
Loomis, Sayles & Company
1462
Loomis, Sayles & Company
Massachusetts
$17K – – –
WIC
1463
Willis Investment Counsel
Georgia
$15.7K +$3.64K +37,538 +30%
UB
1464
UMB Bank
Missouri
$15.5K -$464 -4,783 -3%
MUMSS
1465
Mitsubishi UFJ Morgan Stanley Securities
Japan
$15K – – –
WCM
1466
Wealthcare Capital Management
Virginia
$12K – – –
IAS
1467
INR Advisory Services
Pennsylvania
$12K +$12K +125 New
LWA
1468
Lenox Wealth Advisors
New York
$11K +$2.61K +28 +31%
LWM
1469
Lenox Wealth Management
Ohio
$11K +$11K +114 New
KCP
1470
KDI Capital Partners
North Carolina
$10K -$2.87M -28,700 -100%
FA
1471
Financial Advantage
Maryland
$10K – – –
CAL
1472
Capital Advisors Ltd
Ohio
$9K +$9K +90 New
PWAG
1473
Polaris Wealth Advisory Group
California
$8K +$8K +80 New
TCM
1474
TD Capital Management
Tennessee
$5K -$95.8K -1,035 -95%
SGAM
1475
Smith Group Asset Management
Texas
$5K -$4.54K -49 -48%
57 58
59
60 61