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 %
MFW
1576
Meristem Family Wealth
Minnesota
$547K +$4.06K +22 +0.7%
CCB
1577
Cutter & Co Brokerage
Missouri
$547K +$178K +965 +48%
CWM
1578
Concentric Wealth Management
California
$545K -$9.23K -50 -2%
TPWA
1579
TRUE Private Wealth Advisors
Oregon
$542K +$4.61K +25 +0.9%
SFA
1580
Souders Financial Advisors
Ohio
$542K +$22.9K +124 +4%
CWM
1581
Cornerstone Wealth Management
Missouri
$541K -$4.62K -25 -0.8%
SWA
1582
SFMG Wealth Advisors
Texas
$541K +$188K +1,018 +53%
RP
1583
Riverbridge Partners
Minnesota
$541K +$541K +2,935 New
PWA
1584
Providence Wealth Advisors
Illinois
$540K -$27.6K -150 -5%
WEC
1585
Winslow Evans & Crocker
Massachusetts
$540K +$9.23K +50 +2%
BCM
1586
Boltwood Capital Management
California
$538K -$12.4K -67 -2%
WPC
1587
Waters Parkerson & Co
Louisiana
$538K – – –
MGIM
1588
M&G Investment Management
United Kingdom
$537K +$36.1K +196 +7%
SFG
1589
Summit Financial Group
West Virginia
$534K +$14.4K +78 +3%
PFT
1590
Providence First Trust
Arizona
$532K – – –
IIC
1591
Integrated Investment Consultants
Michigan
$531K -$1.66K -9 -0.3%
KFA
1592
Kelleher Financial Advisors
New York
$531K +$36.8K +200 +7%
KTC
1593
Kistler-Tiffany Companies
Pennsylvania
$531K +$61.6K +334 +13%
HWM
1594
Hohimer Wealth Management
Washington
$531K +$176K +955 +50%
PD
1595
Planning Directions
Pennsylvania
$531K +$531K +2,880 New
VCM
1596
Vivaldi Capital Management
Illinois
$530K +$145K +704 +38%
WI
1597
WrapManager Inc
California
$527K +$84.1K +456 +19%
GIA
1598
GHP Investment Advisors
Colorado
$526K -$62.7K -340 -11%
CCA
1599
Column Capital Advisors
Indiana
$524K -$15.3K -83 -3%
SAM
1600
S.A. Mason
Michigan
$522K +$184 +1 +0%
62 63
64
65 66