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McDonald's

2,252 hedge funds and large institutions have $99.5B invested in McDonald's in 2019 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 892 increasing their positions, 784 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,252
Holders Change
+166
Holders Change %
+7.96%
% of All Funds
44.47%
Holding in Top 10
65
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-42.48%
% of All Funds
1.28%
New
305
Increased
892
Reduced
784
Closed
108
Calls
$1.23B
Puts
$2.05B
Net Calls
-$821M
Net Calls Change
-$595M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
2001
Capstone Financial Group
Oklahoma
$246K +$246K +1,246 New
TIM
2002
Tortoise Investment Management
New York
$245K +$5.94K +30 +2%
SL
2003
Salomon & Ludwin
Virginia
$244K
TC
2004
Tatro Capital
Kentucky
$244K +$244K +1,236 New
HHGA
2005
Halbert Hargrove Global Advisors
California
$243K -$5.15K -26 -2%
OAM
2006
Occidental Asset Management
California
$242K
CIS
2007
Connors Investor Services
Pennsylvania
$241K
BWP
2008
Baldwin Wealth Partners
Massachusetts
$240K
FCA
2009
FinTrust Capital Advisors
South Carolina
$240K +$29.1K +147 +14%
NAM
2010
NTV Asset Management
West Virginia
$240K +$240K +1,212 New
WA
2011
Wealth Architects
California
$239K -$1.58K -8 -0.7%
PVWM
2012
Point View Wealth Management
New Jersey
$238K
IPW
2013
Inlet Private Wealth
Florida
$238K
RGIA
2014
Rainier Group Investment Advisory
Washington
$238K +$5.53K +28 +2%
CGA
2015
Crescent Grove Advisors
Illinois
$237K -$395 -2 -0.2%
OPTFSNA
2016
Old Point Trust & Financial Services N A
Virginia
$237K
WB
2017
West Bancorporation
Iowa
$237K +$237K +1,199 New
MTC
2018
McDaniel Terry & Co
Texas
$236K
SPL
2019
Smart Portfolios LLC
Washington
$236K
LFA
2020
Landmark Financial Advisors
Kentucky
$236K +$236K +1,104 New
PCP
2021
Proficio Capital Partners
Massachusetts
$236K +$236K +1,194 New
MGIA
2022
Matthew Goff Investment Advisor
Texas
$235K
AIM
2023
Axiom Investment Management
New York
$234K -$253K -1,281 -52%
M
2024
Mirova
France
$234K +$129K +655 +124%
AIA
2025
Allied Investment Advisors
Montana
$233K