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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 %
MFS
1326
Monetta Financial Services
Illinois
$922K – – –
UFG
1327
United Fire Group
Iowa
$922K – – –
SMC
1328
S. Muoio & Co
New York
$922K +$184K +1,000 +25%
VLC
1329
Van Leeuwen & Company
New Jersey
$920K +$920K +4,986 New
XSC
1330
X-Square Capital
Puerto Rico
$917K +$9.96K +54 +1%
NERM
1331
New England Research & Management
Illinois
$916K – – –
VWM
1332
Venturi Wealth Management
Texas
$909K +$246K +1,333 +37%
SCM
1333
Southport Capital Management
Tennessee
$908K -$1.67M -9,036 -65%
WPC
1334
White Pine Capital
Minnesota
$905K – – –
WQ
1335
Wealth Quarterback
New Jersey
$904K +$390K +2,115 +76%
IWP
1336
Icon Wealth Partners
Texas
$901K +$901K +4,882 New
AMIM
1337
Aull & Monroe Investment Management
Alabama
$898K -$22.9K -124 -2%
WCM
1338
Weik Capital Management
Pennsylvania
$898K -$12.9K -70 -1%
AWE
1339
Avidian Wealth Enterprises
Texas
$896K -$112K -609 -11%
DAM
1340
Delta Asset Management
Tennessee
$893K -$49.8K -270 -5%
PCM
1341
Prelude Capital Management
New York
$893K +$893K +4,842 New
RAM
1342
Roanoke Asset Management
New Jersey
$892K +$20.3K +110 +2%
BEI
1343
Benjamin Edwards Inc
Missouri
$891K +$12.5K +68 +1%
FIM
1344
Fernwood Investment Management
Massachusetts
$890K +$205K +1,110 +30%
BCM
1345
Brown Capital Management
Maryland
$889K -$16.4K -89 -2%
SMC
1346
Smith, Moore & Co
Missouri
$888K -$172K -930 -16%
HFM
1347
Hartford Financial Management
Connecticut
$887K -$36.9K -200 -4%
BWP
1348
Bernardo Wealth Planning
Pennsylvania
$887K +$7.75K +42 +0.9%
AF
1349
Aldebaran Financial
$884K +$738 +4 +0.1%
PAS
1350
Partnervest Advisory Services
California
$884K +$498K +2,698 +129%
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