MCD icon

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 %
FANJ
1476
Financial Architects (New Jersey)
New Jersey
$657K -$89.5K -485 -12%
SAM
1477
Strategy Asset Managers
California
$655K +$32.7K +177 +5%
CP
1478
Cumberland Partners
Ontario, Canada
$654K -$544K -2,950 -45%
GWS
1479
Glassman Wealth Services
Virginia
$654K -$2.4K -13 -0.4%
AO
1480
Advisor OS
Illinois
$654K +$654K +3,544 New
CAW
1481
Cornerstone Advisors (Washington)
Washington
$652K +$12.2K +66 +2%
BBA
1482
Braun-Bostich & Associates
Pennsylvania
$652K +$43.5K +236 +7%
PTC
1483
Philadelphia Trust Company
Pennsylvania
$651K +$184K +1,000 +40%
GSWM
1484
Golden State Wealth Management
California
$650K +$232K +1,257 +55%
GEA
1485
Glen Eagle Advisors
New Jersey
$650K +$171K +926 +36%
MWPCG
1486
Measured Wealth Private Client Group
New Hampshire
$648K -$538K -2,916 -45%
CG
1487
Cutler Group
California
$647K -$1.46M -7,917 -69%
AssetMark Inc
1488
AssetMark Inc
California
$646K -$2.21M -11,959 -77%
LWM
1489
Laidlaw Wealth Management
New York
$645K +$49.5K +268 +8%
TC
1490
Trust Company
Kansas
$645K +$508K +2,753 +370%
PAMG
1491
Patton Albertson Miller Group
Tennessee
$643K -$41.9K -227 -6%
KFI
1492
Key Financial Inc
Pennsylvania
$643K +$4.57K +25 +0.7%
BW
1493
Bison Wealth
Georgia
$643K +$70.3K +381 +12%
WP
1494
WealthSource Partners
California
$642K -$179K -969 -22%
MFG
1495
Magnus Financial Group
New York
$641K -$15.3K -83 -2%
DDC
1496
DF Dent & Co
Maryland
$640K – – –
ARMT
1497
Amica Retiree Medical Trust
Rhode Island
$637K – – –
TAM
1498
Trillium Asset Management
Massachusetts
$636K – – –
WP
1499
WealthShield Partners
North Carolina
$635K -$150K -811 -19%
CFS
1500
CRA Financial Services
New Jersey
$634K +$18.4K +100 +3%
58 59
60
61 62