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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 %
SAM
1301
SignalPoint Asset Management
Missouri
$957K +$16.4K +89 +2%
HCM
1302
HMS Capital Management
Tennessee
$956K +$437K +2,371 +84%
BWM
1303
BigSur Wealth Management
Florida
$955K -$92.3K -500 -9%
MCM
1304
Maple Capital Management
Vermont
$950K -$26.9K -146 -3%
WFM
1305
Wolff Financial Management
Michigan
$950K +$184 +1 +0%
PA
1306
Probity Advisors
Texas
$950K +$211K +1,144 +29%
EW
1307
Evoke Wealth
California
$949K -$101K -523 -10%
IF
1308
Intrua Financial
Texas
$949K +$949K +4,594 New
THWM
1309
Taylor Hoffman Wealth Management
Virginia
$948K +$948K +5,139 New
AGM
1310
Alpine Global Management
New York
$946K +$946K +5,128 New
DTC
1311
Davidson Trust Company
Washington
$945K -$1.84K -10 -0.2%
AIA
1312
Arbor Investment Advisors
North Carolina
$945K +$1.11K +6 +0.1%
GBT
1313
Grove Bank & Trust
Florida
$945K +$4.24K +23 +0.5%
CT
1314
Columbia Trust
Oregon
$944K +$44.8K +243 +5%
ICM
1315
IMS Capital Management
Oregon
$944K +$461K +2,501 +95%
AWM
1316
Aberdeen Wealth Management
Illinois
$943K +$112K +606 +13%
AF
1317
Allworth Financial
California
$942K -$1.05M -5,676 -53%
WA
1318
Wambolt & Associates
Colorado
$941K +$59.8K +324 +7%
SG
1319
Somerset Group
Minnesota
$939K +$92.2K +500 +11%
ZCA
1320
Zeke Capital Advisors
Pennsylvania
$935K +$16.8K +91 +2%
MCM
1321
Mengis Capital Management
Oregon
$932K +$3.69K +20 +0.4%
MWA
1322
Meridian Wealth Advisors
Texas
$932K +$190K +1,031 +26%
SS
1323
Sunbelt Securities
Texas
$928K -$260K -1,407 -22%
CI
1324
CX Institutional
Indiana
$928K -$209K -1,134 -18%
SSA
1325
South Street Advisors
New York
$928K – – –
51 52
53
54 55