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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 %
SIM
1726
SSI Investment Management
California
$405K -$6.59K -36 -2%
SA
1727
SL Advisors
New Jersey
$404K -$26.8K -145 -6%
TF
1728
TLWM Financial
Texas
$404K -$2.94K -16 -0.7%
KC
1729
Kingfisher Capital
North Carolina
$404K +$404K +2,194 New
BG
1730
Bollard Group
Massachusetts
$402K +$277K +1,504 +222%
WCM
1731
Wallace Capital Management
Texas
$401K +$369 +2 +0.1%
PFA
1732
Pettinga Financial Advisors
Indiana
$400K +$18.6K +101 +5%
IWS
1733
Insight Wealth Strategies
California
$398K +$85.1K +461 +27%
AC
1734
Alexandria Capital
Virginia
$397K -$114K -617 -22%
HB
1735
Horizon Bancorp
Indiana
$395K -$93.8K -509 -19%
AIM
1736
Arcadia Investment Management
Michigan
$394K +$12.2K +66 +3%
RFA
1737
Reilly Financial Advisors
California
$394K +$70.5K +382 +22%
TAM
1738
Trust Asset Management
Texas
$392K +$392K +2,126 New
AIM
1739
Anchor Investment Management
South Carolina
$392K -$18.4K -100 -4%
RWG
1740
Regal Wealth Group
California
$391K – – –
HFS
1741
Hantz Financial Services
Michigan
$388K -$1.7M -9,225 -81%
FM
1742
Family Management
New York
$388K +$22.3K +121 +6%
SMH
1743
Sanders Morris Harris
Texas
$387K -$298K -1,616 -43%
CWA
1744
Clarus Wealth Advisors
Arizona
$386K -$284K -1,532 -42%
LA
1745
LexAurum Advisors
Kansas
$386K +$7.37K +40 +2%
LBC
1746
Lawrence B. Cohen
$385K +$184 +1 +0%
RWB
1747
RMR Wealth Builders
New Jersey
$385K +$385K +2,085 New
RSVP
1748
Ramsay Stattman Vela & Price
Colorado
$381K – – –
HDIM
1749
Hanson & Doremus Investment Management
Vermont
$381K +$6.65K +36 +2%
CBFP
1750
Cedar Brook Financial Partners
Ohio
$380K +$3.88K +21 +1%
68 69
70
71 72