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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 %
LP
1826
LGL Partners
Pennsylvania
$330K -$45.4K -246 -12%
CAC
1827
Certified Advisory Corp
Florida
$330K -$2.59K -14 -0.8%
CIA
1828
Compass Ion Advisors
Pennsylvania
$330K +$10.5K +57 +3%
STB
1829
S&T Bank
Pennsylvania
$329K – – –
CAM
1830
Congress Asset Management
Massachusetts
$329K +$18.5K +100 +6%
PCS
1831
Personal CFO Solutions
New Jersey
$329K +$44.2K +240 +16%
PCM
1832
Poehling Capital Management
Wisconsin
$328K +$12K +65 +4%
CCA
1833
Clearwater Capital Advisors
Illinois
$327K – – –
PWA
1834
Physician Wealth Advisors
Utah
$327K +$2.45K +12 +0.8%
PFA
1835
Pure Financial Advisors
California
$327K +$10.7K +58 +3%
1WA
1836
180 Wealth Advisors
Washington
$326K -$95.6K -499 -23%
IWA
1837
Intercontinental Wealth Advisors
Texas
$326K +$63.8K +346 +24%
Diamond Hill Capital Management
1838
Diamond Hill Capital Management
Ohio
$325K +$35.1K +190 +12%
YWP
1839
YorkBridge Wealth Partners
New York
$324K -$155K -842 -32%
OWA
1840
Outlook Wealth Advisors
Texas
$324K +$13.6K +74 +4%
WA
1841
Wealth Architects
California
$324K +$96.7K +525 +43%
SAM
1842
Shikiar Asset Management
New York
$323K – – –
AIM
1843
Avity Investment Management
Connecticut
$321K +$11.8K +64 +4%
CMA
1844
Cedar Mountain Advisors
Oregon
$320K – – –
VCAM
1845
Van Cleef Asset Management
Ohio
$318K -$535K -2,900 -63%
RSWM
1846
Robertson Stephens Wealth Management
California
$318K -$184K -1,000 -37%
GIA
1847
Gladstone Institutional Advisory
Florida
$318K -$77.6K -421 -20%
WA
1848
WealthTrust Axiom
Pennsylvania
$318K -$27.6K -150 -8%
FFG
1849
Fortem Financial Group
California
$317K +$317K +1,720 New
PWM
1850
PBMares Wealth Management
Virginia
$316K -$38.1K -206 -11%
72 73
74
75 76