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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 %
DWM
1776
Darwin Wealth Management
Florida
$366K -$20.8K -113 -5%
EIG
1777
Ellenbecker Investment Group
Wisconsin
$366K +$27.9K +151 +8%
PAG
1778
Pinnacle Advisory Group
Maryland
$365K -$2.58K -14 -0.7%
QPWM
1779
Quadrant Private Wealth Management
Pennsylvania
$364K +$19.4K +105 +6%
MAM
1780
Marotta Asset Management
Virginia
$362K – – –
IFG
1781
Investors Financial Group
Minnesota
$362K -$19.8K -107 -5%
DE
1782
Day & Ennis
Georgia
$362K +$10.1K +55 +3%
DW
1783
Domani Wealth
Pennsylvania
$361K -$75.1K -407 -17%
BWA
1784
BDO Wealth Advisors
Florida
$360K -$49.2K -267 -12%
PLFAM
1785
Pineno Levin & Ford Asset Management
Virginia
$360K -$46.2K -250 -11%
RCA
1786
Ranch Capital Advisors
Florida
$360K -$20.4K -100 -5%
PAM
1787
Private Asset Management
California
$360K +$12K +65 +3%
FFS
1788
Founders Financial Securities
Maryland
$360K +$360K +1,921 New
BFPW
1789
BOK Financial Private Wealth
Colorado
$359K -$26K -141 -7%
LD
1790
Lipe & Dalton
New York
$358K – – –
VCM
1791
Versant Capital Management
Arizona
$357K – – –
BIM
1792
Baldwin Investment Management
Pennsylvania
$357K +$18.5K +100 +5%
9WM
1793
9258 Wealth Management
Ohio
$356K +$5.53K +30 +2%
BFO
1794
Biltmore Family Office
North Carolina
$355K -$38.5K -209 -10%
MWM
1795
Meridian Wealth Management
Kentucky
$354K -$9.93K -54 -3%
RTC
1796
Riverview Trust Company
Washington
$351K – – –
MGIA
1797
Moneta Group Investment Advisors
Missouri
$350K +$90K +488 +35%
NFG
1798
Nations Financial Group
Iowa
$348K +$37.6K +204 +12%
PAIM
1799
Punch & Associates Investment Management
Minnesota
$347K -$43K -233 -11%
GWM
1800
Gray Wealth Management
Maine
$347K +$6.86K +37 +2%
70 71
72
73 74