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 %
EM
1226
ELCO Management
New York
$1.13M – – –
WCM
1227
Windsor Capital Management
Arizona
$1.13M +$70.6K +383 +7%
MCM
1228
McMillion Capital Management
North Carolina
$1.13M +$7.38K +40 +0.7%
OSAM
1229
O'Shaughnessy Asset Management
Connecticut
$1.13M +$949K +5,147 +540%
FBT
1230
First Bankers Trust
Kentucky
$1.12M -$9.22K -50 -0.8%
PWP
1231
Principle Wealth Partners
Connecticut
$1.11M – – –
VCM
1232
Violich Capital Management
California
$1.1M -$18.8K -102 -2%
TFS
1233
TrustCore Financial Services
Tennessee
$1.1M +$106K +576 +11%
WAM
1234
Weatherly Asset Management
California
$1.1M -$1.84K -10 -0.2%
CPSC
1235
Carl P. Sherr & Co
Massachusetts
$1.1M +$185 +1 +0%
OPS
1236
Orion Portfolio Solutions
Nebraska
$1.1M +$146K +791 +15%
SWMG
1237
Strategic Wealth Management Group
Maryland
$1.1M -$2.58K -14 -0.2%
BCM
1238
BTR Capital Management
California
$1.1M +$17.3K +94 +2%
JIC
1239
Joel Isaacson & Co
New York
$1.09M +$18.1K +98 +2%
AWP
1240
Ascent Wealth Partners
New York
$1.09M +$22.3K +121 +2%
SFA
1241
Semmax Financial Advisors
North Carolina
$1.09M +$312K +1,689 +40%
LC
1242
LCNB Corp
Ohio
$1.08M -$10.9K -59 -1%
FBA
1243
Front Barnett Associates
Illinois
$1.08M -$369 -2 -0%
AC
1244
Apella Capital
Connecticut
$1.08M – – –
SP
1245
Successful Portfolios
Florida
$1.07M +$2.03K +11 +0.2%
AAP
1246
Arax Advisory Partners
Colorado
$1.07M +$34.1K +185 +3%
WPA
1247
West Paces Advisors
Georgia
$1.06M -$183K -992 -15%
IBOK
1248
Independence Bank of Kentucky
Kentucky
$1.06M -$3.69K -20 -0.3%
KPW
1249
Kore Private Wealth
New York
$1.06M +$63.6K +345 +6%
PFGIA
1250
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$41.9K +227 +4%
48 49
50
51 52