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McDonald's
MCD

Overview Fund Activity

1,551 hedge funds and large institutions have $60B invested in McDonald's in 2014 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 519 increasing their positions, 691 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,551
Holders Change
+72
Holders Change %
+4.87%
% of All Funds
41.39%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
1.36%
New
175
Increased
519
Reduced
691
Closed
87
Calls
$2.91B
Puts
$1.79B
Net Calls
+$1.12B
Net Calls Change
+$332M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$1.12B
2
State Street
State Street
Massachusetts
$4.63B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$479M
4
N
Natixis
France
$271M
5
Millennium Management
Millennium Management
New York
$246M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
$0
2
Bank of America
Bank of America
North Carolina
$987M
3
Renaissance Technologies
Renaissance Technologies
New York
$360M
4
IGIM
I.G. Investment Management
Manitoba, Canada
$59.6M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1526
Vigilant Capital Management
Maine
$19K +$7.53K +80 +66%
PCTC
1527
Perkins Coie Trust Company
Washington
$17K – – –
LFR
1528
Lehman Financial Resources
Pennsylvania
$17K – – –
BCI
1529
Brinker Capital Investments
Pennsylvania
$17K +$6.2K +66 +57%
RCG
1530
Ruggie Capital Group
Florida
$17K +$17K +183 New
JIR
1531
James Investment Research
Ohio
$16K – – –
WIL
1532
Winifred I. Li
$15K -$51.7K -541 -78%
HCM
1533
Horrell Capital Management
Arkansas
$14K – – –
PFG
1534
Pacific Financial Group
Washington
$14K +$14K +150 New
EWM
1535
Edge Wealth Management
New York
$13K +$96 +1 +0.7%
MS
1536
Marshall & Sullivan
Washington
$12K -$33.6K -361 -74%
NG
1537
NatWest Group
United Kingdom
$11.1K -$4.66K -49,700 -30%
VAM
1538
Visionary Asset Management
Texas
$9K -$2.81M -29,626 -100%
TJHA
1539
Thomas J. Herzfeld Advisors
Florida
$9K +$9K +97 New
BRWA
1540
B. Riley Wealth Advisors
Florida
$8.37K +$4.7K +8,591 +128%
CG
1541
Colony Group
Massachusetts
$6K – – –
KIG
1542
Kessler Investment Group
Indiana
$6K +$6K +63 New
TDC
1543
Thompson Davis & Co
Virginia
$5K -$25.4K -254 -84%
SA
1544
SRH Advisors
Kansas
$5K – – –
GT
1545
Greenleaf Trust
Michigan
$5K – – –
TCM
1546
TD Capital Management
Tennessee
$5K +$89 +1 +2%
AWM
1547
Avior Wealth Management
Nebraska
$4K – – –
PWM
1548
ParenteBeard Wealth Management
Pennsylvania
$2.36K -$25.3K -2,370 -91%
SGAM
1549
Smith Group Asset Management
Texas
$2K – – –
FTC
1550
Farmers Trust Company
Ohio
$1.96K -$2.27M -22,062 -100%
60 61
62
63 64