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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 %
PWPS
926
Pinnacle Wealth Planning Services
Ohio
$2.61M +$48.5K +226 +2%
AA
927
Altman Advisors
Illinois
$2.61M -$24.9K -116 -0.9%
JCM
928
Jacobi Capital Management
Pennsylvania
$2.61M -$88.2K -411 -3%
MCWS
929
McKinley Carter Wealth Services
West Virginia
$2.61M +$342K +1,594 +15%
AFM
930
Abbot Financial Management
Massachusetts
$2.6M -$42.9K -200 -2%
GT
931
Greenleaf Trust
Michigan
$2.6M +$94.2K +439 +4%
WANY
932
Wealthspire Advisors (New York)
New York
$2.6M +$1.47M +6,846 +130%
SLA
933
Silver Lake Advisory
Utah
$2.59M +$5.79K +27 +0.2%
AAM
934
Auxier Asset Management
Oregon
$2.59M -$4.72K -22 -0.2%
AWM
935
Avior Wealth Management
Nebraska
$2.57M -$39.9K -186 -2%
BP
936
Ballentine Partners
Massachusetts
$2.57M -$258K -1,204 -9%
ECM
937
Exchange Capital Management
Michigan
$2.57M -$121K -565 -5%
MIM
938
Marco Investment Management
Georgia
$2.57M -$26.4K -123 -1%
TYCC
939
Texas Yale Capital Corp
Florida
$2.56M -$3.43K -16 -0.1%
TFS
940
Thoroughbred Financial Services
Tennessee
$2.56M +$150K +701 +6%
Loomis, Sayles & Company
941
Loomis, Sayles & Company
Massachusetts
$2.56M +$359K +1,671 +16%
SWA
942
SOA Wealth Advisors
New York
$2.56M +$2.56M +11,926 New
SIM
943
Stratos Investment Management
Ohio
$2.55M +$191K +889 +8%
HNW
944
High Note Wealth
Minnesota
$2.55M +$2.55M +11,878 New
KCPG
945
Kavar Capital Partners Group
Kansas
$2.55M -$10.7K -50 -0.4%
BAM
946
Bruderman Asset Management
New York
$2.54M +$198K +923 +8%
FSCM
947
Front Street Capital Management
Montana
$2.54M
VC
948
Veracity Capital
Georgia
$2.53M -$1.72K -8 -0.1%
CFA
949
Carroll Financial Associates
North Carolina
$2.53M -$74.7K -348 -3%
RWM
950
RKL Wealth Management
Pennsylvania
$2.53M -$50K -233 -2%