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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 %
EWM
1976
Endurance Wealth Management
Rhode Island
$103K
SIAS
1977
Shine Investment Advisory Services
Colorado
$103K +$207 +1 +0.2%
HCM
1978
Horan Capital Management
Maryland
$103K +$103K +499 New
EIP
1979
Ellis Investment Partners
Pennsylvania
$103K +$103K +500 New
LFG
1980
Larson Financial Group
Missouri
$101K +$416 +2 +0.4%
POIA
1981
Pin Oak Investment Advisors
Texas
$101K +$71.9K +346 +247%
CTB
1982
Country Trust Bank
Illinois
$100K +$49.2K +236 +97%
M
1983
Mirova
France
$100K +$100K +482 New
BG
1984
Bollard Group
Massachusetts
$98K +$626 +3 +0.6%
APSP
1985
Asset Planning Services (Pennsylvania)
Pennsylvania
$96K +$622 +3 +0.7%
LWM
1986
Lenox Wealth Management
Ohio
$95K
GWA
1987
Guidant Wealth Advisors
Illinois
$94K
WPW
1988
Winthrop Partners - WNY
New York
$92.2K
TFO
1989
Tarbox Family Office
California
$87K +$22.6K +109 +35%
BAM
1990
Baldrige Asset Management
Pennsylvania
$86K
HWM
1991
Holloway Wealth Management
Florida
$85K -$78K
WCM
1992
Wealthcare Capital Management
Virginia
$84K
GT
1993
Glenmede Trust
Pennsylvania
$83.5K -$660 -3,177 -0.8%
NIM
1994
NuWave Investment Management
New Jersey
$82K -$539K -2,605 -87%
RA
1995
Rational Advisors
New York
$82K -$19.3K -93 -19%
HL
1996
Harding Loevner
New Jersey
$81K
CA
1997
Crewe Advisors
Utah
$77K +$8.32K +40 +12%
PWP
1998
Personal Wealth Partners
Minnesota
$77K +$77K +372 New
AWM
1999
Apollon Wealth Management
South Carolina
$77K +$77K +373 New
EARNEST Partners
2000
EARNEST Partners
Georgia
$74K