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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 %
IAP
1351
Indie Asset Partners
Indiana
$883K -$93.3K -457 -10%
TAM
1352
Todd Asset Management
Kentucky
$883K -$35.4K -192 -4%
BHIA
1353
Birch Hill Investment Advisors
Massachusetts
$879K -$108K -586 -11%
CA
1354
Calton & Associates
Florida
$878K +$78.7K +427 +10%
OC
1355
Oakworth Capital
Alabama
$877K -$4.8K -26 -0.5%
ODCM
1356
Old Dominion Capital Management
Virginia
$876K +$29K +157 +3%
BRWM
1357
B. Riley Wealth Management
Tennessee
$870K -$716K -3,880 -45%
WANY
1358
Wealthspire Advisors (New York)
New York
$868K -$1.81M -9,830 -68%
NL
1359
NVWM LLC
Pennsylvania
$868K -$2.03K -11 -0.2%
LMAM
1360
Legg Mason Asset Management
Japan
$868K +$91.5K +496 +12%
BCI
1361
Brinker Capital Investments
Pennsylvania
$867K +$484K +2,621 +126%
MSAM
1362
Moloney Securities Asset Management
Missouri
$866K +$21.2K +115 +3%
FAG
1363
Financial Advisory Group
Texas
$863K +$12K +65 +1%
TL
1364
TrueWealth LLC
Georgia
$861K -$36K -195 -4%
HIA
1365
Harbor Investment Advisory
Maryland
$859K -$24.2K -131 -3%
HHAM
1366
HITE Hedge Asset Management
Massachusetts
$858K +$858K +4,651 New
WAP
1367
Wealthcare Advisory Partners
Pennsylvania
$853K -$211K -1,144 -20%
HKAM
1368
Horizon Kinetics Asset Management
New York
$853K – – –
SSG
1369
Summit Securities Group
New York
$849K -$92.3K -500 -10%
PCM
1370
Pentwater Capital Management
Florida
$849K +$480K +2,600 +130%
NFG
1371
Next Financial Group
Texas
$847K -$80.8K -438 -9%
EDRIA
1372
Edmonds Duncan Registered Investment Advisors
Kansas
$847K – – –
SSWM
1373
Sheets Smith Wealth Management
North Carolina
$844K -$41.7K -226 -5%
TH
1374
TCTC Holdings
Texas
$844K -$18.3K -99 -2%
LPT
1375
Legacy Private Trust
Wisconsin
$843K -$37.6K -204 -4%
53 54
55
56 57