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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 %
FWM
2176
Filbrandt Wealth Management
Wisconsin
$70K +$70K +359 New
LF
2177
Lee Financial
Texas
$69K
HIM
2178
Hillsdale Investment Management
Ontario, Canada
$67K -$985 -5 -1%
CA
2179
Crewe Advisors
Utah
$65K
SC
2180
Solstein Capital
California
$65K +$65K +328 New
HL
2181
Harding Loevner
New Jersey
$62K
IWP
2182
IAG Wealth Partners
Wisconsin
$60K +$60K +300 New
DI
2183
Disciplined Investments
Oklahoma
$59K +$59K +299 New
PCM
2184
Price Capital Management
Louisiana
$59K +$59K +300 New
SFG
2185
Sowa Financial Group
Rhode Island
$55K +$55K +280 New
EWM
2186
Endurance Wealth Management
Rhode Island
$54K -$19.6K -100 -27%
PCFFS
2187
Pacific Center for Financial Services
California
$52K
EWA
2188
Evolution Wealth Advisors
Florida
$52K +$39.2K +200 +308%
IA
2189
IndexIQ Advisors
New York
$52K +$52K +263 New
LWM
2190
Lionsbridge Wealth Management
Florida
$51K +$51K +255 New
AA
2191
Argent Advisors
Louisiana
$50K +$50K +247 New
IRAG
2192
Investment Research & Advisory Group
Georgia
$50K +$50K +255 New
BAM
2193
Bellevue Asset Management
Washington
$49K +$49K +250 New
AIS
2194
Accurate Investment Solutions
Pennsylvania
$48K +$26.9K +135 +127%
IWA
2195
Intercontinental Wealth Advisors
Texas
$46K -$23.4K -110 -34%
NCM
2196
New Capital Management
Texas
$44K -$552K -2,786 -93%
CH
2197
Canton Hathaway
Rhode Island
$43K
IF
2198
Ironwood Financial
Arizona
$42K
GWMIA
2199
Global Wealth Management Investment Advisory
Florida
$41K -$4.69K -24 -10%
CIAS
2200
CBIZ Investment Advisory Services
Ohio
$40K