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McDonald's

2,453 hedge funds and large institutions have $108B invested in McDonald's in 2020 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 981 increasing their positions, 855 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,453
Holders Change
+182
Holders Change %
+8.01%
% of All Funds
43.52%
Holding in Top 10
59
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-32.18%
% of All Funds
1.05%
New
296
Increased
981
Reduced
855
Closed
81
Calls
$1.41B
Puts
$2.13B
Net Calls
-$721M
Net Calls Change
-$735M
Name Holding Trade Value Shares
Change
Shares
Change %
IFAM
801
Institutional & Family Asset Management
Colorado
$3.44M +$76K +354 +2%
WS
802
Wedbush Securities
California
$3.43M +$82.8K +386 +2%
ADL
803
Asset Dedication LLC
California
$3.42M +$285K +1,327 +9%
DWA
804
Douglass Winthrop Advisors
New York
$3.42M +$45.7K +213 +1%
SWA
805
Sutton Wealth Advisors
Florida
$3.42M -$6.22K -29 -0.2%
PNAA
806
Pictet North America Advisors
Switzerland
$3.41M -$38K -177 -1%
SB
807
Strategic Blueprint
Georgia
$3.41M +$1.3M +6,043 +61%
LSPW
808
Lake Street Private Wealth
Illinois
$3.4M +$213K +991 +7%
IWC
809
Integrated Wealth Concepts
Massachusetts
$3.39M +$81.1K +378 +2%
WPA
810
Winning Points Advisors
Florida
$3.39M -$116K -541 -3%
NIC
811
Northwest Investment Counselors
Oregon
$3.36M -$7.08K -33 -0.2%
ISB
812
Iowa State Bank
Iowa
$3.35M -$2.15K -10 -0.1%
APP
813
Avantax Planning Partners
Iowa
$3.34M -$373K -1,740 -10%
RFM
814
Royal Fund Management
Florida
$3.34M +$149K +694 +5%
TWMP
815
Taylor Wealth Management Partners
Massachusetts
$3.33M -$82.4K -384 -2%
GGI
816
GPM Growth Investors
Michigan
$3.33M -$16.3K -76 -0.5%
CG
817
Colony Group
Massachusetts
$3.32M -$156K -726 -4%
EDRH
818
Edmond de Rothschild Holding
Switzerland
$3.32M +$315K +1,468 +10%
WPP
819
Whalerock Point Partners
Rhode Island
$3.3M +$2.65M +12,343 +406%
MPI
820
Mairs & Power Inc
Minnesota
$3.29M +$31.5K +147 +1%
GIP
821
Greatmark Investment Partners
Georgia
$3.28M -$78.3K -365 -2%
APA
822
American Portfolios Advisors
New York
$3.26M +$48.3K +225 +2%
ClearBridge Investments
823
ClearBridge Investments
New York
$3.26M -$108K -503 -3%
VFA
824
Valeo Financial Advisors
Indiana
$3.26M +$556K +2,591 +21%
IWM
825
IHT Wealth Management
Illinois
$3.23M +$260K +1,214 +9%