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McDonald's

1,886 hedge funds and large institutions have $94B invested in McDonald's in 2017 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 624 increasing their positions, 771 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,886
Holders Change
+172
Holders Change %
+10.04%
% of All Funds
42.83%
Holding in Top 10
103
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+10.75%
% of All Funds
2.34%
New
251
Increased
624
Reduced
771
Closed
62
Calls
$1.09B
Puts
$1.43B
Net Calls
-$334M
Net Calls Change
+$52.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BG
1801
Bollard Group
Massachusetts
$78K +$517 +3 +0.7%
APSP
1802
Asset Planning Services (Pennsylvania)
Pennsylvania
$77K +$345 +2 +0.5%
SQA
1803
Simon Quick Advisors
New Jersey
$76K -$412K -2,394 -84%
PGWM
1804
Parisi Gray Wealth Management
New Jersey
$74K +$74K +427 New
WWM
1805
Wagner Wealth Management
South Carolina
$73K +$73K +421 New
CA
1806
Crewe Advisors
Utah
$71K +$71K +415 New
DSN
1807
D. Scott Neal
Kentucky
$69K
EARNEST Partners
1808
EARNEST Partners
Georgia
$68K +$68K +395 New
HL
1809
Harding Loevner
New Jersey
$67K
WIM
1810
Westside Investment Management
California
$65.2K -$2.61K -15 -4%
MWM
1811
MinichMacGregor Wealth Management
New York
$64K
MFT
1812
Moisand Fitzgerald Tamayo
Florida
$63K
AIM
1813
Anchor Investment Management
South Carolina
$63K
SHJ
1814
Sharkey, Howes & Javer
Colorado
$59K
TIM
1815
Tortoise Investment Management
New York
$54K +$5.85K +34 +12%
TVWM
1816
Tower View Wealth Management
Wisconsin
$53K +$53K +305 New
FPS
1817
Fieldpoint Private Securities
Connecticut
$52K
RCC
1818
Red Cedar Capital
Nebraska
$52K +$52K +300 New
PCA
1819
Providence Capital Advisors
North Carolina
$51K +$51K +299 New
SWP
1820
Strategic Wealth Partners
Ohio
$51K +$51K +300 New
BWP
1821
Baldwin Wealth Partners
Massachusetts
$47K
CFA
1822
Camarda Financial Advisors
Florida
$46K +$9.48K +55 +26%
WA
1823
WealthTrust-Arizona
Arizona
$45K
PCFFS
1824
Pacific Center for Financial Services
California
$45K
ARMC
1825
American Research & Management Company
Massachusetts
$43K