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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 %
MIM
1126
Montgomery Investment Management
Maryland
$1.92M
WA1
1127
Wimmer Associates 1
California
$1.92M -$8.92K -37 -0.5%
RMAM
1128
Raab & Moskowitz Asset Management
New Jersey
$1.91M +$17.6K +73 +0.9%
DPIM
1129
Duff & Phelps Investment Management
Illinois
$1.91M -$42.7K -177 -2%
CC
1130
Cypress Capital
Tennessee
$1.91M +$311K +1,290 +19%
Koshinski Asset Management
1131
Koshinski Asset Management
Illinois
$1.91M +$407K +1,687 +27%
PCA
1132
Pallas Capital Advisors
Massachusetts
$1.91M +$1.55M +6,191 +435%
JPMIA
1133
J.P. Marvel Investment Advisors
Massachusetts
$1.9M
V
1134
VeraBank
Texas
$1.9M -$241 -1 -0%
Capstone Investment Advisors
1135
Capstone Investment Advisors
New York
$1.9M +$634K +2,628 +50%
GSEP
1136
Golden State Equity Partners
California
$1.9M +$515K +2,137 +37%
HFA
1137
HC Financial Advisors
California
$1.89M -$13K -54 -0.7%
GFPC
1138
Global Financial Private Client
Florida
$1.89M +$45.2K +186 +2%
AWM
1139
Aevitas Wealth Management
Massachusetts
$1.89M +$38.8K +161 +2%
BCMO
1140
Buckingham Capital Management (Ohio)
Ohio
$1.89M -$158K -654 -8%
RCAG
1141
Rehmann Capital Advisory Group
Michigan
$1.88M -$241 -1 -0%
FBFS
1142
First Business Financial Services
Wisconsin
$1.88M +$1.25M +5,175 +197%
TBNY
1143
Trustco Bank (New York)
New York
$1.87M
VAS
1144
Vestmark Advisory Solutions
Massachusetts
$1.86M +$232K +964 +14%
JC
1145
JB Capital
Connecticut
$1.86M +$1.86M +7,720 New
TI
1146
Tidal Investments
Wisconsin
$1.85M -$195K -810 -10%
PI
1147
Pettee Investors
Connecticut
$1.85M
NB
1148
Nicolet Bankshares
Wisconsin
$1.84M +$45.6K +189 +3%
HW
1149
Hancock Whitney
Mississippi
$1.84M -$227K -942 -11%
KA
1150
Kercheville Advisors
Texas
$1.84M