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McDonald's

2,068 hedge funds and large institutions have $108B invested in McDonald's in 2019 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 796 increasing their positions, 868 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,068
Holders Change
+24
Holders Change %
+1.17%
% of All Funds
44.99%
Holding in Top 10
119
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+21.43%
% of All Funds
2.59%
New
119
Increased
796
Reduced
868
Closed
69
Calls
$1.19B
Puts
$1.09B
Net Calls
+$100M
Net Calls Change
+$22.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SSWM
1301
Sheets Smith Wealth Management
North Carolina
$977K -$27.2K -131 -3%
LPT
1302
Legacy Private Trust
Wisconsin
$971K +$10.8K +52 +1%
BDF
1303
Balasa Dinverno & Foltz
$956K +$415 +2 +0%
BWP
1304
Bernardo Wealth Planning
Pennsylvania
$953K +$27.4K +132 +3%
OIWM
1305
OptiFour Integrated Wealth Management
Virginia
$951K +$951K +4,580 New
GWCM
1306
Godshalk Welsh Capital Management
Pennsylvania
$950K +$15.6K +75 +2%
WP
1307
WealthPLAN Partners
Nebraska
$949K -$256K -1,164 -21%
FDCC
1308
Foster Dykema Cabot & Co
Massachusetts
$949K -$1.66K -8 -0.2%
EDRIA
1309
Edmonds Duncan Registered Investment Advisors
Kansas
$948K
HKAM
1310
Horizon Kinetics Asset Management
New York
$947K
HIC
1311
Hartline Investment Corp
Illinois
$947K +$7.27K +35 +0.8%
BJL
1312
Brighton Jones LLC
Washington
$943K -$31.1K -150 -3%
CAM
1313
Congress Asset Management
Massachusetts
$943K -$14.5K -70 -2%
EWA
1314
Exencial Wealth Advisors
Oklahoma
$943K
SMM
1315
Stadion Money Management
Georgia
$940K -$170K -817 -15%
AF
1316
Allworth Financial
California
$933K -$4.36K -21 -0.5%
OSNBOA
1317
Old Second National Bank of Aurora
Illinois
$930K -$204K -982 -18%
WSCM
1318
Wellington Shields Capital Management
New York
$927K +$41.5K +200 +5%
SWM
1319
SeaCrest Wealth Management
New York
$926K +$32.8K +158 +4%
AMCA
1320
Arthur M. Cohen & Associates
Illinois
$925K +$61.3K +295 +7%
PL
1321
Perpetual Ltd
Australia
$922K -$249K -1,200 -21%
TCM
1322
Telos Capital Management
California
$919K -$4.15K -20 -0.4%
NA
1323
Navellier & Associates
Nevada
$914K -$21.4K -103 -2%
WA
1324
Wambolt & Associates
Colorado
$913K +$133K +642 +17%
MMPW
1325
Mitchell McLeod Pugh & Williams
Alabama
$909K -$59K -284 -6%