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McDonald's

2,206 hedge funds and large institutions have $92.5B invested in McDonald's in 2020 Q2 according to their latest regulatory filings, with 176 funds opening new positions, 943 increasing their positions, 807 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,206
Holders Change
+48
Holders Change %
+2.22%
% of All Funds
45.34%
Holding in Top 10
57
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-21.92%
% of All Funds
1.17%
New
176
Increased
943
Reduced
807
Closed
107
Calls
$1.65B
Puts
$1.7B
Net Calls
-$43.3M
Net Calls Change
+$413M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
2051
Campbell Wealth Management
Virginia
$201K +$201K +1,089 New
PFO
2052
Pathstone Family Office
New Jersey
$200K
KFS
2053
Kelly Financial Services
Massachusetts
$192K +$553 +3 +0.3%
EWP
2054
Engrave Wealth Partners
Texas
$191K +$367 +2 +0.2%
WCG
2055
Weaver Consulting Group
California
$191K +$42.3K +229 +28%
BAMG
2056
Brand Asset Management Group
Missouri
$188K
FQ
2057
First Quadrant
California
$182K +$108K +586 +147%
WA
2058
Wealth Advisors
California
$181K -$2.64K -14 -1%
BS
2059
Bessemer Securities
New York
$180K
AIM
2060
AIA Investment Management
Singapore
$180K +$16.2K +88 +10%
1IA
2061
1834 Investment Advisors
Wisconsin
$179K -$317K -1,724 -64%
FP
2062
Financial Perspectives
Minnesota
$178K
PC
2063
Permanens Capital
New York
$174K +$174K +942 New
CCM
2064
Copeland Capital Management
Pennsylvania
$171K
FCA
2065
FinTrust Capital Advisors
South Carolina
$167K -$8.84K -48 -5%
FNBOSM
2066
First National Bank of South Miami
Florida
$167K
SIA
2067
SeaBridge Investment Advisors
New Jersey
$164K
IRC
2068
Investors Research Corp
Georgia
$163K
CPA
2069
Cowen Prime Advisors
New York
$163K
SCA
2070
Stuart Chaussee & Associates
California
$161K -$32.2K -175 -17%
BWA
2071
Burt Wealth Advisors
Maryland
$159K +$2.03K +11 +1%
PIMG
2072
Patriot Investment Management Group
Tennessee
$152K +$152K +823 New
LWS
2073
Lucia Wealth Services
California
$151K +$37.1K +201 +33%
ACM
2074
AUA Capital Management
Pennsylvania
$150K
SFPG
2075
Stonebridge Financial Planning Group
Florida
$150K