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McDonald's
MCD

Overview Fund Activity

2,271 hedge funds and large institutions have $110B invested in McDonald's in 2020 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 800 increasing their positions, 983 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,271
Holders Change
+65
Holders Change %
+2.95%
% of All Funds
45.94%
Holding in Top 10
87
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+52.63%
% of All Funds
1.76%
New
177
Increased
800
Reduced
983
Closed
92
Calls
$1.97B
Puts
$1.96B
Net Calls
+$13.7M
Net Calls Change
+$56.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$852M
2
MCM
Melvin Capital Management
New York
+$296M
3
Two Sigma Investments
Two Sigma Investments
New York
+$235M
4
Citadel Advisors
Citadel Advisors
Florida
+$165M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$270M
2
BlackRock
BlackRock
New York
-$269M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$170M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$164M
5
Goldman Sachs
Goldman Sachs
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1926
Trek Financial
Arizona
$331K -$877 -4 -0.3%
TCM
1927
Tradewinds Capital Management
Washington
$331K +$11K +50 +3%
PCM
1928
Poehling Capital Management
Wisconsin
$330K -$60.1K -274 -15%
CAGAS
1929
Capital Advisory Group Advisory Services
Minnesota
$329K -$2.2K -10 -0.7%
PFA
1930
Pathway Financial Advisors
Vermont
$329K – – –
SFS
1931
Summit Financial Strategies
Ohio
$328K -$15.6K -71 -5%
MSFP
1932
Mark Sheptoff Financial Planning
Connecticut
$328K +$48.3K +220 +17%
FRM
1933
Fox Run Management
Connecticut
$327K -$162K -741 -33%
PC
1934
Permanens Capital
New York
$327K +$121K +550 +58%
LI
1935
Lafayette Investments
Maryland
$326K -$21.9K -100 -6%
BFG
1936
Barber Financial Group
Kansas
$322K -$5.7K -26 -2%
TCBWMS
1937
Texas Capital Bank Wealth Management Services
Texas
$322K -$440 -2 -0.1%
WA
1938
Wealth Architects
California
$320K -$65.5K -299 -17%
FPGK
1939
Financial Partners Group (Kansas)
Kansas
$319K -$5.71K -26 -2%
FAN
1940
Financial Advisors Network
California
$317K -$1.98K -9 -0.6%
AIFAIM
1941
American Institute for Advanced Investment Management
Arizona
$317K – – –
DI
1942
DFPG Investments
Utah
$314K – – –
HHGA
1943
Halbert Hargrove Global Advisors
California
$312K +$14.2K +65 +5%
Cohen & Steers
1944
Cohen & Steers
New York
$312K +$53.3K +243 +21%
JIP
1945
Jaffetilchin Investment Partners
Florida
$310K +$30.8K +140 +11%
CHP
1946
Cable Hill Partners
Oregon
$309K – – –
BAAM
1947
Baker Avenue Asset Management
California
$308K +$13.6K +62 +5%
SC
1948
Skylands Capital
Wisconsin
$307K – – –
PHAM
1949
Palisades Hudson Asset Management
Florida
$307K – – –
PCM
1950
Princeton Capital Management
New Jersey
$307K +$2.42K +11 +0.8%
76 77
78
79 80