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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 %
ACP
1551
Aviance Capital Partners
Florida
$569K +$738 +4 +0.1%
OFS
1552
Oldfather Financial Services
Nebraska
$569K +$20.3K +104 +4%
HWMG
1553
Hurlow Wealth Management Group
Indiana
$568K -$15.4K -83 -3%
HL
1554
HeadInvest LLC
Maine
$567K +$9.04K +49 +2%
ZAM
1555
Zevin Asset Management
Massachusetts
$566K +$3.69K +20 +0.7%
PWSG
1556
Pacific Wealth Strategies Group
California
$563K – – –
HFAS
1557
Hummer Financial Advisory Services
Illinois
$563K – – –
TAIM
1558
TD Ameritrade Investment Management
Nebraska
$562K -$62K -336 -10%
RWM
1559
Ritholtz Wealth Management
New York
$562K +$259K +1,403 +85%
SFSIG
1560
San Francisco Sentry Investment Group
California
$561K -$9.97K -54 -2%
GTAM
1561
Global Trust Asset Management
Florida
$561K – – –
AFM
1562
Andesa Financial Management
Pennsylvania
$561K +$104K +564 +23%
BCP
1563
Berkeley Capital Partners
Georgia
$560K -$29.3K -159 -5%
WAG
1564
Winthrop Advisory Group
Massachusetts
$559K +$55.7K +302 +11%
APWA
1565
Atlas Private Wealth Advisors
New Jersey
$559K +$559K +3,032 New
FBFS
1566
First Business Financial Services
Wisconsin
$557K -$40.6K -220 -7%
CG
1567
Carmignac Gestion
France
$557K +$557K +3,020 New
CA
1568
CapWealth Advisors
Tennessee
$555K -$40.6K -220 -7%
PFM
1569
Parsec Financial Management
North Carolina
$553K -$36K -195 -6%
BC
1570
Blackhill Capital
New Jersey
$553K – – –
SFG
1571
SNS Financial Group
Minnesota
$553K +$7.75K +42 +1%
DIM
1572
Delta Investment Management
California
$552K +$552K +2,996 New
AIA
1573
AIMZ Investment Advisors
California
$549K -$129K -700 -19%
MOS
1574
MGO One Seven
Ohio
$549K +$214K +1,158 +64%
GPA
1575
Garrison Point Advisors
California
$548K +$25.8K +140 +5%
61 62
63
64 65