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McDonald's

2,517 hedge funds and large institutions have $116B invested in McDonald's in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,073 increasing their positions, 909 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,517
Holders Change
+32
Holders Change %
+1.29%
% of All Funds
43.94%
Holding in Top 10
51
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.39%
% of All Funds
0.89%
New
145
Increased
1,073
Reduced
909
Closed
82
Calls
$1.69B
Puts
$1.57B
Net Calls
+$117M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$17.2M +$573K +2,479 +3%
IAA
352
Independent Advisor Alliance
North Carolina
$17.1M -$1.13M -4,901 -6%
CA
353
Cullinan Associates
Kentucky
$17M +$3.77M +16,300 +28%
Massachusetts Financial Services
354
Massachusetts Financial Services
Massachusetts
$17M -$333K -1,443 -2%
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$16.9M -$114K -494 -0.7%
BFA
356
Bragg Financial Advisors
North Carolina
$16.8M +$117K +505 +0.7%
PAG
357
Private Advisor Group
New Jersey
$16.8M +$436K +1,888 +3%
ECM
358
ExodusPoint Capital Management
New York
$16.8M -$2.77M -11,987 -14%
TRCT
359
Tower Research Capital (TRC)
New York
$16.7M -$13M -56,082 -44%
Kayne Anderson Rudnick Investment Management
360
Kayne Anderson Rudnick Investment Management
California
$16.7M +$173K +750 +1%
UBV
361
United Bank (Virginia)
Virginia
$16.5M -$76.2K -330 -0.5%
LCM
362
Lakewood Capital Management
New York
$16.4M -$1.62M -7,000 -9%
MNBTD
363
Moody National Bank Trust Division
Texas
$16.2M -$6.93K -30 -0%
IAM
364
Infusive Asset Management
New York
$16.2M +$3.1M +13,410 +24%
MML Investors Services
365
MML Investors Services
Massachusetts
$15.9M +$472K +2,043 +3%
NFAM
366
North Fourth Asset Management
New Jersey
$15.9M +$177K +765 +1%
SWP
367
Stratos Wealth Partners
Ohio
$15.9M +$148K +641 +0.9%
DWM
368
Doyle Wealth Management
Florida
$15.7M +$1.23M +5,321 +9%
WP
369
WealthPLAN Partners
Nebraska
$15.6M +$1.18M +5,019 +8%
FBB
370
Fulton Breakefield Broenniman
Maryland
$15.4M +$173K +749 +1%
BPB
371
Badgley, Phelps & Bell
Washington
$15.4M +$730K +3,160 +5%
FNBT
372
FineMark National Bank & Trust
Florida
$15.3M +$378K +1,636 +3%
CA
373
Callahan Advisors
Texas
$15.3M +$36K +156 +0.2%
AWM
374
Absher Wealth Management
North Carolina
$15.2M +$276K +1,193 +2%
BMSSC
375
B. Metzler seel. Sohn & Co
Germany
$15.1M -$496K -2,146 -3%