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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 %
RDWM
1701
Red Door Wealth Management
Tennessee
$420K -$4.42K -24 -1%
CA
1702
Capital Advantage
California
$418K -$18.5K -100 -4%
HI
1703
Hudock Inc
Pennsylvania
$418K -$15.5K -84 -4%
BWP
1704
BSW Wealth Partners
Colorado
$418K +$58.7K +318 +16%
LWM
1705
Loveless Wealth Management
Montana
$417K -$64.6K -350 -13%
TCB
1706
Texas Capital Bancshares
Texas
$417K -$21.6K -117 -5%
VRM
1707
Vectors Research Management
New York
$417K -$1.85K -10 -0.4%
BCM
1708
Breiter Capital Management
Florida
$417K – – –
FL
1709
Fort LP
Maryland
$415K -$887K -4,807 -68%
HC
1710
HNP Capital
New York
$414K -$1.35M -7,341 -76%
EA
1711
Emerald Advisors
Washington
$414K +$21.8K +118 +6%
UC
1712
Unio Capital
New Jersey
$412K – – –
FRM
1713
Fox Run Management
Connecticut
$412K +$412K +2,233 New
BWM
1714
BerganKDV Wealth Management
Minnesota
$411K -$8.86K -48 -2%
HIC
1715
Hartline Investment Corp
Illinois
$410K -$409K -2,219 -50%
BBA
1716
BLB&B Advisors
Pennsylvania
$410K -$82.9K -449 -17%
UTC
1717
Unified Trust Company
Kentucky
$410K – – –
PFBT
1718
Parkside Financial Bank & Trust
Missouri
$410K +$16.8K +91 +4%
LFG
1719
LifePlan Financial Group
Ohio
$409K -$20.1K -109 -5%
SCG
1720
Sonata Capital Group
Washington
$407K – – –
SRSA
1721
S.R. Schill & Associates
Washington
$407K – – –
AAM
1722
Aureus Asset Management
Massachusetts
$407K +$88.4K +479 +28%
IA
1723
IndexIQ Advisors
New York
$407K +$359K +1,945 +745%
VFP
1724
Verus Financial Partners
Virginia
$406K – – –
EI
1725
Ellevest Inc
New York
$406K +$120K +652 +42%
67 68
69
70 71