MCD icon

McDonald's
MCD

Overview Fund Activity

2,206 hedge funds and large institutions have $92.5B invested in McDonald's in 2020 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 943 increasing their positions, 807 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,206
Holders Change
+48
Holders Change %
+2.22%
% of All Funds
45.34%
Holding in Top 10
57
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-21.92%
% of All Funds
1.17%
New
176
Increased
943
Reduced
807
Closed
107
Calls
$1.65B
Puts
$1.7B
Net Calls
-$43.3M
Net Calls Change
+$413M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$717M
2
FPP
Findlay Park Partners
United Kingdom
+$219M
3
Charles Schwab
Charles Schwab
California
+$211M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$202M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$176M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$593M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$457M
3
Osaic Holdings
Osaic Holdings
Arizona
-$316M
4
BlackRock
BlackRock
New York
-$313M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
KTM
851
Keeler Thomas Management
Utah
$2.52M +$1.77M +9,421 +235%
CL
852
Choreo LLC
Illinois
$2.51M +$8.49K +46 +0.3%
HKIM
853
Hayek Kallen Investment Management
Alabama
$2.5M -$56.6K -307 -2%
AWA
854
ARS Wealth Advisors
Florida
$2.49M -$15.1K -82 -0.6%
GC
855
Grimes & Company
Massachusetts
$2.49M +$1.66K +9 +0.1%
LCM
856
Liberty Capital Management
Michigan
$2.49M +$551K +2,989 +28%
COF
857
Capital One Financial
Virginia
$2.49M -$219K -1,185 -8%
DWT
858
Dorsey & Whitney Trust
South Dakota
$2.48M +$136K +738 +6%
RWM
859
RKL Wealth Management
Pennsylvania
$2.47M -$55.7K -302 -2%
MIAN
860
Mariner Independent Advisor Network
Kansas
$2.45M -$1.17M -6,341 -32%
PWAP
861
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.43M -$4.43K -24 -0.2%
HSA
862
HBK Sorce Advisory
Pennsylvania
$2.42M +$198K +1,073 +9%
FFWA
863
FRG Family Wealth Advisors
Washington
$2.42M +$63.6K +345 +3%
HEIP
864
Hudson Edge Investment Partners
New Jersey
$2.41M -$94.1K -510 -4%
AI
865
Atom Investors
Texas
$2.4M +$1.41M +7,661 +143%
PIM
866
Provident Investment Management
Michigan
$2.4M – – –
RFM
867
Royal Fund Management
Florida
$2.4M +$537K +2,913 +29%
ADL
868
Asset Dedication LLC
California
$2.39M +$37.8K +205 +2%
MWM
869
Mattern Wealth Management
Kansas
$2.39M +$85.6K +464 +4%
MIM
870
Marco Investment Management
Georgia
$2.39M -$181K -980 -7%
MCM
871
Monument Capital Management
Virginia
$2.38M -$61.8K -335 -3%
ACS
872
Archford Capital Strategies
Illinois
$2.37M +$137K +745 +6%
IWM
873
IHT Wealth Management
Illinois
$2.37M -$1.92M -10,423 -45%
LSA
874
L & S Advisors
California
$2.36M +$2.36M +12,796 New
O
875
Ossiam
France
$2.36M +$816K +4,424 +53%
33 34
35
36 37