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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 %
BWM
1801
BCS Wealth Management
Tennessee
$347K +$111K +600 +47%
DA
1802
Doliver Advisors
Texas
$346K +$53.6K +291 +18%
FPA
1803
First Pacific Advisors
California
$346K +$346K +1,875 New
HIS
1804
Horizon Investment Services
Indiana
$345K -$2.77K -15 -0.8%
CWM
1805
Cranbrook Wealth Management
Michigan
$345K – – –
CWM
1806
Confluence Wealth Management
Oregon
$345K +$3.14K +17 +0.9%
CG
1807
CFO4Life Group
Texas
$345K +$44.3K +240 +15%
SFS
1808
Strategic Financial Services
New York
$344K – – –
GA
1809
Greytown Advisors
Florida
$341K -$214K -1,160 -39%
PA
1810
PSI Advisors
Florida
$341K +$109K +591 +47%
UF
1811
Univest Financial
Pennsylvania
$340K +$33.3K +181 +11%
FA
1812
Financial Advisors
Massachusetts
$339K -$11.4K -62 -3%
MWM
1813
Maltin Wealth Management
New Jersey
$338K -$4.06K -22 -1%
FAB
1814
First American Bank
Illinois
$338K +$50.2K +272 +17%
HWM
1815
Howard Wealth Management
Connecticut
$337K -$4.43K -24 -1%
VAM
1816
Verity Asset Management
North Carolina
$337K +$337K +1,964 New
HR
1817
Howe & Rusling
New York
$334K -$215K -1,166 -39%
CRWM
1818
Castle Rock Wealth Management
California
$334K +$334K +1,674 New
SA
1819
Strategic Advisors
New York
$333K -$32.5K -164 -9%
CRIG
1820
Charter Research & Investment Group
Connecticut
$332K – – –
SLT
1821
St Louis Trust
Missouri
$332K – – –
YMRC
1822
Yorktown Management & Research Company
Virginia
$332K +$332K +1,800 New
LJAC
1823
L.J. Altfest & Co
New York
$331K -$158K -855 -32%
SW
1824
StrongBox Wealth
Missouri
$331K +$1.48K +8 +0.4%
RPG
1825
Resource Planning Group
Georgia
$331K +$1.84K +10 +0.6%
71 72
73
74 75