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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
$6.26B
2
FPP
Findlay Park Partners
United Kingdom
$374M
3
Charles Schwab
Charles Schwab
California
$836M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.53B
5
Nordea Investment Management
Nordea Investment Management
Sweden
$205M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$12.2B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.56B
3
Osaic Holdings
Osaic Holdings
Arizona
$60.1M
4
BlackRock
BlackRock
New York
$9.49B
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1876
Foundations Investment Advisors
Arizona
$297K +$30.6K +167 +12%
AWA
1877
Alaska Wealth Advisors
Alaska
$296K -$4.61K -25 -2%
JFA
1878
Johanson Financial Advisors
California
$296K +$32.3K +175 +12%
AFIA
1879
America First Investment Advisors
Nebraska
$295K -$11.1K -60 -4%
CS
1880
Cannell & Spears
New York
$295K -$1.11K -6 -0.4%
MC
1881
Middleton & Co
Massachusetts
$295K – – –
TC
1882
TradeLink Capital
Illinois
$295K +$295K +1,600 New
W
1883
WealthOne
New York
$294K +$53.6K +291 +22%
GM
1884
GeoWealth Management
Illinois
$294K +$294K +1,590 New
LI
1885
Lafayette Investments
Maryland
$293K -$4.8K -26 -2%
SAM
1886
Summit Asset Management
Tennessee
$293K – – –
ECAM
1887
East Coast Asset Management
Massachusetts
$290K – – –
LDFR
1888
Lehman & Derafelo Financial Resources
Pennsylvania
$290K +$8.3K +45 +3%
NCM
1889
Nelson Capital Management
California
$289K -$36.9K -200 -11%
SFS
1890
Summit Financial Strategies
Ohio
$289K – – –
CW
1891
CreativeOne Wealth
Kansas
$287K -$142K -768 -33%
TGAM
1892
TBH Global Asset Management
Tennessee
$286K -$5.9K -32 -2%
WOC
1893
West Oak Capital
California
$286K – – –
MW
1894
Marcum Wealth
Ohio
$284K -$41.7K -226 -13%
WAS
1895
Winch Advisory Services
Wisconsin
$283K +$4.98K +27 +2%
CPC
1896
Consolidated Planning Corp
Georgia
$283K +$5.7K +31 +2%
FWCM
1897
First Western Capital Management
California
$282K -$1.29K -7 -0.5%
GAG
1898
GM Advisory Group
New York
$281K +$18.4K +100 +7%
ACM
1899
Ategra Capital Management
Virginia
$280K +$6.27K +34 +2%
TF
1900
Trek Financial
Arizona
$279K +$369 +2 +0.1%
74 75
76
77 78