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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 %
BWM
1951
Baystate Wealth Management
Massachusetts
$152K +$56.7K +274 +59%
QCIG
1952
Quad-Cities Investment Group
Iowa
$151K +$5.8K +28 +4%
TF
1953
TimeScale Financial
Massachusetts
$147K +$147K +709 New
WA
1954
Winfield Associates
Ohio
$145K +$145K +700 New
PFC
1955
Phocas Financial Corp
California
$145K +$145K +700 New
MFT
1956
Moisand Fitzgerald Tamayo
Florida
$139K
LWS
1957
Lucia Wealth Services
California
$139K
FEG
1958
Financial Enhancement Group
Indiana
$137K -$41.5K -200 -23%
CPA
1959
Cowen Prime Advisors
New York
$137K
AJ
1960
Ashburton (Jersey)
Jersey
$137K +$84.1K +405 +159%
W
1961
WealthStone
Ohio
$131K +$623 +3 +0.5%
FMTCOCP
1962
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$131K -$62.4K -300 -32%
SLF
1963
Sun Life Financial
Ontario, Canada
$129K -$142K -683 -52%
IAS
1964
IMA Advisory Services
Colorado
$126K +$23.4K +113 +23%
MF
1965
Manchester Financial
California
$123K +$123K +592 New
CAL
1966
Capital Advisors Ltd
Ohio
$121K -$215K -1,036 -64%
TCCM
1967
Timber Creek Capital Management
Massachusetts
$120K
TFGT
1968
TS Financial Group (TSFG)
Illinois
$119K -$10.3K -50 -8%
IRC
1969
Investors Research Corp
Georgia
$119K
BEAM
1970
Baker Ellis Asset Management
Washington
$116K +$116K +557 New
RCC
1971
Red Cedar Capital
Nebraska
$114K
EWM
1972
Elmwood Wealth Management
California
$114K
SIS
1973
Sound Income Strategies
Florida
$107K -$1.86K -9 -2%
BWA
1974
BDO Wealth Advisors
Florida
$104K -$36.7K -177 -26%
PK
1975
Pflug Koory
Nebraska
$104K