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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 %
AWM
701
Avitas Wealth Management
California
$4.83M +$23.9K +99 +0.5%
PNAA
702
Pictet North America Advisors
Switzerland
$4.82M +$46.8K +194 +1%
S
703
Surevest
California
$4.81M +$242K +1,002 +5%
LA
704
LVW Advisors
New York
$4.79M -$46.5K -193 -1%
PA
705
Profund Advisors
Maryland
$4.78M -$611K -2,535 -11%
FPFS
706
First Personal Financial Services
North Carolina
$4.78M -$106K -441 -2%
CIC
707
Carnegie Investment Counsel
Ohio
$4.76M +$345K +1,429 +8%
FFBTD
708
First Financial Bank - Trust Division
Ohio
$4.76M -$41.5K -172 -0.9%
HAS
709
HBW Advisory Services
California
$4.75M +$65.1K +270 +1%
BBI
710
Baxter Bros Inc
Connecticut
$4.74M -$78.4K -325 -2%
WIC
711
Whitegate Investment Counselors
New Hampshire
$4.74M +$16.4K +68 +0.3%
PT
712
Plimoth Trust
Massachusetts
$4.74M +$114K +472 +2%
PTC
713
Private Trust Company
Ohio
$4.73M +$465K +1,927 +11%
QOP
714
Quinn Opportunity Partners
Virginia
$4.7M
AOWM
715
Alpha Omega Wealth Management
Virginia
$4.7M -$63.2K -262 -1%
LWANC
716
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.69M -$131K -544 -3%
BCFD
717
Boit C.F. David
$4.69M
IFAM
718
Institutional & Family Asset Management
Colorado
$4.68M +$24.8K +103 +0.5%
HCM
719
Hall Capital Management
Rhode Island
$4.67M -$16.4K -68 -0.4%
CFG
720
Citizens Financial Group
Rhode Island
$4.66M -$92.3K -383 -2%
PCM
721
Parsons Capital Management
Rhode Island
$4.66M +$25.1K +104 +0.5%
MCM
722
Masterton Capital Management
New York
$4.65M +$4.65M +19,300 New
AIM
723
Achmea Investment Management
Netherlands
$4.65M +$284K +1,179 +7%
FCBT
724
First Citizens Bank & Trust
North Carolina
$4.64M -$61.5K -255 -1%
KRSITF
725
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.62M -$64.1K -266 -1%