MCD icon

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 %
BAAM
1951
Baker Avenue Asset Management
California
$248K +$248K +1,344 New
WLPWM
1952
Walled Lake Planning & Wealth Management
Illinois
$247K -$1.48K -8 -0.6%
AC
1953
Arjuna Capital
North Carolina
$247K – – –
FA
1954
FMA Advisory
Pennsylvania
$246K +$5.71K +31 +2%
CIP
1955
Capital Insight Partners
Arizona
$246K +$12K +65 +5%
FMTCOCP
1956
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$245K +$92.7K +502 +61%
RA
1957
Riversedge Advisors
Delaware
$245K +$245K +1,330 New
B
1958
Brightworth
Georgia
$244K – – –
SPL
1959
Smart Portfolios LLC
Washington
$244K +$244K +1,195 New
TIA
1960
Tandem Investment Advisors
South Carolina
$244K +$244K +1,323 New
EM
1961
Excalibur Management
Massachusetts
$243K +$1.85K +10 +0.8%
BFIC
1962
Bedell Frazier Investment Counselling
California
$241K – – –
HSWM
1963
Hubbell Strickland Wealth Management
Louisiana
$241K +$369 +2 +0.2%
AIM
1964
Axiom Investment Management
New York
$241K +$3.5K +19 +1%
PA
1965
PFG Advisors
Arizona
$240K +$17.9K +97 +8%
BA
1966
Ballast Advisors
Minnesota
$239K – – –
AA
1967
AlphaMark Advisors
Kentucky
$239K +$14.7K +80 +7%
HC
1968
Hamilton Capital
Ohio
$239K +$239K +1,294 New
LIA
1969
LBMC Investment Advisors
Tennessee
$239K +$239K +1,296 New
BP
1970
Broadleaf Partners
Ohio
$238K – – –
DOA
1971
D'Orazio & Associates
Virginia
$238K +$1.29K +7 +0.5%
CAM
1972
Claret Asset Management
Quebec, Canada
$238K +$238K +1,290 New
PMG
1973
Private Management Group
California
$237K – – –
KPWG
1974
KFA Private Wealth Group
Virginia
$237K +$9.94K +54 +4%
ZF
1975
Zhang Financial
Michigan
$236K +$3.32K +18 +1%
77 78
79
80 81