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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 %
BOS
1676
Bingham Osborn & Scarborough
California
$439K +$74.5K +404 +20%
AW
1677
Alpha Windward
Massachusetts
$438K -$449K -2,429 -51%
SAA
1678
Southeast Asset Advisors
Georgia
$438K +$52.4K +284 +14%
BCM
1679
Bienville Capital Management
New York
$436K – – –
RF
1680
RHS Financial
California
$436K – – –
NSAM
1681
North Star Asset Management
Wisconsin
$436K +$3.69K +20 +0.9%
KM
1682
Kalos Management
Georgia
$435K -$11.8M -62,823 -96%
ZIM
1683
Zacks Investment Management
Illinois
$434K +$13.6K +74 +3%
AAS
1684
Annex Advisory Services
Wisconsin
$434K +$30.6K +166 +8%
GRQ
1685
Gardner Russo & Quinn
Pennsylvania
$433K – – –
PWAG
1686
Polaris Wealth Advisory Group
California
$433K +$369 +2 +0.1%
MWM
1687
Modera Wealth Management
New Jersey
$433K +$48.9K +265 +13%
RCA
1688
Rowland Carmichael Advisors
Arizona
$432K -$262K -1,420 -38%
OCPWS
1689
One Charles Private Wealth Services
Massachusetts
$432K +$432K +2,118 New
AA
1690
Argent Advisors
Louisiana
$432K +$432K +2,345 New
IEFM
1691
IQ EQ Fund Management
Ireland
$431K -$655K -3,555 -60%
BI
1692
Ballast Inc
Kentucky
$430K – – –
PIA
1693
Powell Investment Advisors
Florida
$430K – – –
AWM
1694
Argent Wealth Management
Massachusetts
$428K +$3.31K +16 +0.8%
GIM
1695
Greylin Investment Management
Virginia
$427K – – –
MLFP
1696
MPS Loria Financial Planners
Illinois
$426K +$20.5K +111 +5%
AIP
1697
Ahrens Investment Partners
Louisiana
$425K -$491K -2,658 -54%
AMC
1698
Asset Management Corp
Illinois
$425K +$1.85K +10 +0.4%
FHC
1699
First Heartland Consultants
Missouri
$424K +$11.3K +61 +3%
SC
1700
Sepio Capital
Utah
$424K +$36.9K +200 +10%
66 67
68
69 70