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McDonald's

2,507 hedge funds and large institutions have $122B invested in McDonald's in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,098 increasing their positions, 867 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,507
Holders Change
-10
Holders Change %
-0.4%
% of All Funds
44.03%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.07%
New
125
Increased
1,098
Reduced
867
Closed
99
Calls
$1.85B
Puts
$2.05B
Net Calls
-$203M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
651
Cigna Investments
Connecticut
$5.53M -$107K -444 -2%
LS
652
Leelyn Smith
Illinois
$5.53M +$258K +1,069 +5%
SWM
653
Spire Wealth Management
Virginia
$5.51M +$42.4K +176 +0.8%
OSAM
654
O'Shaughnessy Asset Management
Connecticut
$5.51M +$1.36M +5,644 +33%
AP
655
Appleton Partners
Massachusetts
$5.47M -$115K -476 -2%
SVWAG
656
Sound View Wealth Advisors Group
Georgia
$5.43M -$98.4K -408 -2%
BC
657
Brookfield Corp
Ontario, Canada
$5.42M +$5.42M +22,490 New
BKA
658
Brick & Kyle Associates
Pennsylvania
$5.39M +$7.03K +29 +0.1%
GWM
659
Geneos Wealth Management
Colorado
$5.34M -$129K -532 -2%
CAM
660
Columbia Asset Management
Michigan
$5.32M -$15.4K -64 -0.3%
HAI
661
Hennessy Advisors Inc
California
$5.3M -$72.3K -300 -1%
CA
662
Cornerstone Advisors
North Carolina
$5.3M
PFSC
663
Peoples Financial Services Corp
Pennsylvania
$5.27M -$964 -4 -0%
WP
664
WMS Partners
Maryland
$5.26M -$182K -754 -3%
LCP
665
Legacy Capital Partners
Wisconsin
$5.23M -$64.1K -266 -1%
VF
666
Vest Financial
Virginia
$5.23M +$1.08M +4,467 +26%
DR
667
Davis Rea
Ontario, Canada
$5.22M -$7.23K -30 -0.1%
TWA
668
TCI Wealth Advisors
Arizona
$5.19M -$98.1K -407 -2%
VC
669
Vestor Capital
Illinois
$5.19M -$30.9K -128 -0.6%
FBC
670
Fairfield, Bush & Co
Connecticut
$5.18M
SWA
671
Stratos Wealth Advisors
Ohio
$5.16M +$645K +2,674 +14%
CK
672
Cohen Klingenstein
New York
$5.16M
WC
673
Woodstock Corp
Massachusetts
$5.16M -$33.5K -139 -0.6%
LG
674
LaFleur & Godfrey
Michigan
$5.15M +$989K +4,100 +24%
EF
675
Exeter Financial
Arizona
$5.13M -$3.86K -16 -0.1%