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McDonald's

2,158 hedge funds and large institutions have $83.9B invested in McDonald's in 2020 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 888 increasing their positions, 918 reducing their positions, and 192 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,158
Holders Change
-94
Holders Change %
-4.17%
% of All Funds
47.67%
Holding in Top 10
73
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+12.31%
% of All Funds
1.61%
New
126
Increased
888
Reduced
918
Closed
192
Calls
$1.34B
Puts
$1.8B
Net Calls
-$457M
Net Calls Change
+$365M
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
2001
Engrave Wealth Partners
Texas
$171K -$11.2K -68 -6%
NC
2002
NewSquare Capital
Pennsylvania
$170K -$14.2K -86 -8%
BAMG
2003
Brand Asset Management Group
Missouri
$169K
PGAM
2004
Princeton Global Asset Management
New Jersey
$167K +$19.1K +115 +13%
ME
2005
McIlrath & Eck
Washington
$166K +$3.8K +23 +2%
MME
2006
Meag Munich Ergo
Germany
$165K -$1.92M -11,664 -92%
Cohen & Steers
2007
Cohen & Steers
New York
$162K +$162K +981 New
BS
2008
Bessemer Securities
New York
$161K -$107K -650 -40%
FP
2009
Financial Perspectives
Minnesota
$160K +$57.5K +348 +56%
OSAM
2010
O'Shaughnessy Asset Management
Connecticut
$158K -$99.2K -599 -39%
FCA
2011
FinTrust Capital Advisors
South Carolina
$158K -$42.5K -257 -21%
CCM
2012
Copeland Capital Management
Pennsylvania
$153K -$11.6K -70 -7%
FNBOSM
2013
First National Bank of South Miami
Florida
$149K
SIA
2014
SeaBridge Investment Advisors
New Jersey
$147K
AIM
2015
AIA Investment Management
Singapore
$147K +$10.1K +61 +7%
IRC
2016
Investors Research Corp
Georgia
$146K +$42.1K +255 +40%
SFPG
2017
Stonebridge Financial Planning Group
Florida
$145K +$70.8K +400 +95%
BWA
2018
Burt Wealth Advisors
Maryland
$141K
CYG
2019
Clean Yield Group
Vermont
$139K -$1.91M -11,550 -93%
AS
2020
Altshuler Shaham
Israel
$136K -$69.2K -419 -34%
FMTCOCP
2021
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$136K +$27.2K +165 +25%
ACM
2022
AUA Capital Management
Pennsylvania
$135K
WCG
2023
Weaver Consulting Group
California
$133K -$28.9K -175 -18%
M
2024
Mirova
France
$132K -$63.1K -383 -32%
FWM
2025
FSA Wealth Management
Massachusetts
$132K