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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 %
AIM
1376
Allen Investment Management
New York
$837K +$95K +515 +13%
SIM
1377
Sterling Investment Management
Arizona
$836K -$896K -4,856 -52%
BDWM
1378
Brewin Dolphin Wealth Management
Ireland
$831K +$264K +1,430 +47%
SM
1379
Sciencast Management
New Jersey
$830K +$830K +4,391 New
MMPW
1380
Mitchell McLeod Pugh & Williams
Alabama
$829K +$9.41K +51 +1%
CPA
1381
Clear Perspective Advisors
Illinois
$827K -$187K -1,015 -18%
TNA
1382
True North Advisors
Texas
$827K +$827K +4,488 New
RHP
1383
Royal Harbor Partners
Texas
$826K – – –
TW
1384
TrinityPoint Wealth
Connecticut
$821K +$13.1K +71 +2%
MCCP
1385
Mission Creek Capital Partners
California
$820K +$15.7K +85 +2%
PL
1386
Perpetual Ltd
Australia
$819K +$819K +4,440 New
BSAM
1387
Blue Square Asset Management
New York
$818K -$194K -1,052 -19%
ARMC
1388
American Research & Management Company
Massachusetts
$814K -$115K -625 -12%
BHTS
1389
Bar Harbor Trust Services
Maine
$813K -$4.42K -24 -0.5%
ERIM
1390
Eagle Ridge Investment Management
Connecticut
$807K -$40.4K -219 -5%
APW
1391
Acima Private Wealth
Virginia
$799K – – –
TSWM
1392
Triangle Securities Wealth Management
North Carolina
$798K +$132K +716 +20%
IGGA
1393
Iron Gate Global Advisors
Utah
$788K +$428K +2,316 +119%
QI
1394
Qtron Investments
Massachusetts
$787K -$1.11K -6 -0.1%
Members Trust
1395
Members Trust
Florida
$786K +$786K +4,263 New
WIP
1396
Wellesley Investment Partners
Massachusetts
$782K -$30K -163 -4%
HC
1397
Hourglass Capital
Texas
$777K – – –
KA
1398
KLCM Advisors
Wisconsin
$777K – – –
CFFP
1399
Center for Financial Planning
Michigan
$776K -$396K -2,145 -34%
GWCM
1400
Godshalk Welsh Capital Management
Pennsylvania
$773K -$48K -260 -6%
54 55
56
57 58