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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 %
MPM
1426
Meritage Portfolio Management
Kansas
$728K -$52.4K -284 -7%
SBWM
1427
Sunflower Bank Wealth Management
Arizona
$726K -$46.1K -250 -6%
WSCM
1428
Wellington Shields Capital Management
New York
$726K +$12.9K +70 +2%
PBO
1429
Peoples Bank (Ohio)
Ohio
$723K +$59.2K +321 +9%
WMA
1430
Wealth Management Associates
New Jersey
$720K +$369 +2 +0.1%
IFWM
1431
Institute for Wealth Management
Colorado
$717K +$241K +1,309 +51%
FFC
1432
First Financial Corp
Indiana
$716K -$51.9K -281 -7%
EAM
1433
Erste Asset Management
Austria
$714K – – –
BJL
1434
Brighton Jones LLC
Washington
$711K +$16.4K +89 +2%
RIG
1435
Renaissance Investment Group
Massachusetts
$710K +$23.1K +125 +3%
PWS
1436
Private Wealth Strategies
Ohio
$709K +$554 +3 +0.1%
SIAP
1437
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$707K -$9.21K -50 -1%
FDCC
1438
Foster Dykema Cabot & Co
Massachusetts
$707K +$7.01K +38 +1%
CWM
1439
Circle Wealth Management
New Jersey
$705K +$13.5K +73 +2%
MRCM
1440
M&R Capital Management
New Jersey
$703K -$561K -3,043 -44%
BMO
1441
Beck Mack & Oliver
New York
$702K – – –
NB
1442
Northwest Bancshares
Pennsylvania
$701K +$322K +1,745 +85%
WA
1443
Wealth Alliance
New York
$698K +$335K +1,815 +92%
BOM
1444
Bank of Marin
California
$696K – – –
LCAM
1445
London & Capital Asset Management
United Kingdom
$692K +$278K +1,505 +67%
T
1446
TOBAM
France
$691K -$7.22M -39,134 -91%
CIM
1447
CIM Investment Management
Pennsylvania
$691K – – –
FFG
1448
Frisch Financial Group
New York
$691K +$21.2K +115 +3%
WC
1449
Whitney & Co
New York
$688K -$39K -211 -5%
DLA
1450
Douglas Lane & Associates
New York
$688K +$31.4K +170 +5%
56 57
58
59 60