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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 %
ECG
876
Edge Capital Group
Georgia
$2.36M +$99.6K +540 +4%
EDRH
877
Edmond de Rothschild Holding
Switzerland
$2.36M -$337K -1,828 -13%
JCM
878
Jacobi Capital Management
Pennsylvania
$2.35M +$51.9K +278 +2%
SWA
879
Stratos Wealth Advisors
Ohio
$2.35M +$1.99M +10,764 +543%
FA
880
Fagan Associates
New York
$2.34M +$251K +1,363 +12%
OAM
881
Optimal Asset Management
California
$2.34M -$2.36M -12,800 -50%
F
882
F3Logic
Minnesota
$2.33M +$186K +1,016 +9%
LFA
883
Lighthouse Financial Advisors
Maryland
$2.32M +$72.9K +397 +3%
FC
884
FORA Capital
Florida
$2.32M +$1.56M +8,436 +203%
LPIC
885
LeJeune Puetz Investment Counsel
Michigan
$2.31M -$67.3K -365 -3%
CCM
886
Compton Capital Management
Rhode Island
$2.31M +$111K +600 +5%
RIA
887
Realta Investment Advisors
Delaware
$2.31M +$22K +119 +1%
SWRP
888
Summit Wealth & Retirement Planning
California
$2.3M -$1.66K -9 -0.1%
AFM
889
Abbot Financial Management
Massachusetts
$2.3M – – –
CA
890
Centerpoint Advisors
Massachusetts
$2.29M – – –
WF
891
WoodTrust Financial
Wisconsin
$2.29M +$886K +4,804 +63%
CFA
892
Carroll Financial Associates
North Carolina
$2.28M -$37.6K -204 -2%
MIC
893
Means Investment Company
Maine
$2.27M -$7.38K -36 -0.3%
BCA
894
Bray Capital Advisors
Florida
$2.27M +$25.5K +138 +1%
SLA
895
Silver Lake Advisory
Utah
$2.26M -$21.4K -116 -0.9%
HAS
896
HBW Advisory Services
California
$2.25M +$104K +562 +5%
BA
897
Birinyi Associates
Connecticut
$2.25M +$295K +1,600 +15%
ATC
898
Adirondack Trust Company
New York
$2.25M -$42.7K -220 -2%
AA
899
Altman Advisors
Illinois
$2.25M +$8.3K +45 +0.4%
AAM
900
Auxier Asset Management
Oregon
$2.24M – – –
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