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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
$8.3B
2
MCM
Melvin Capital Management
New York
$296M
3
Two Sigma Investments
Two Sigma Investments
New York
$235M
4
Citadel Advisors
Citadel Advisors
Florida
$215M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$308M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.59B
2
BlackRock
BlackRock
New York
$11B
3
Vanguard Group
Vanguard Group
Pennsylvania
$14.4B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.66B
5
Goldman Sachs
Goldman Sachs
New York
$721M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
2001
Tiller Private Wealth
Pennsylvania
$272K -$8.58K -39 -3%
AIA
2002
Allied Investment Advisors
Montana
$272K – – –
BCA
2003
Berman Capital Advisors
Georgia
$271K -$55.3K -253 -17%
BWM
2004
Baystate Wealth Management
Massachusetts
$271K -$44.7K -204 -14%
BWA
2005
Beam Wealth Advisors
Louisiana
$270K -$439 -2 -0.2%
FWM
2006
Fairhaven Wealth Management
Illinois
$270K – – –
APW
2007
Austin Private Wealth
Texas
$268K -$28.1K -128 -10%
BWP
2008
Baldwin Wealth Partners
Massachusetts
$266K – – –
TIM
2009
Tortoise Investment Management
New York
$265K – – –
SL
2010
Salomon & Ludwin
Virginia
$265K +$11K +50 +4%
AA
2011
Advisory Alpha
Michigan
$265K +$265K +1,169 New
JF
2012
JSF Financial
California
$265K +$265K +1,206 New
W
2013
WealthStone
Ohio
$264K -$293K -1,336 -53%
IPW
2014
Inlet Private Wealth
Florida
$264K – – –
AA
2015
AlphaMark Advisors
Kentucky
$263K -$22K -100 -8%
AFAS
2016
Acorn Financial Advisory Services
Virginia
$263K -$3.51K -16 -1%
IWAG
2017
Integer Wealth Advisors Group
Georgia
$263K – – –
OPTFSNA
2018
Old Point Trust & Financial Services N A
Virginia
$263K – – –
SPL
2019
Smart Portfolios LLC
Washington
$262K – – –
OWM
2020
Orgel Wealth Management
Wisconsin
$259K – – –
SG
2021
Swarthmore Group
Pennsylvania
$258K – – –
RCM
2022
Radnor Capital Management
Pennsylvania
$258K +$258K +1,176 New
ME
2023
McIlrath & Eck
Washington
$257K – – –
CAM
2024
CenterStar Asset Management
Illinois
$257K -$20K – –
NQWM
2025
Northwest Quadrant Wealth Management
Oregon
$256K +$873 +4 +0.3%
79 80
81
82 83