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McDonald's

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
1451
TrinityPoint Wealth
Connecticut
$1.03M +$897 +4 +0.1%
APW
1452
Aurora Private Wealth
New Jersey
$1.03M -$104K -466 -9%
AW
1453
Alaethes Wealth
Nevada
$1.03M +$1.03M +4,576 New
CFIA
1454
Cantor Fitzgerald Investment Advisors
New York
$1.02M
TH
1455
TCTC Holdings
Texas
$1.01M -$13.4K -60 -1%
FA
1456
Fiducient Advisors
Illinois
$1.01M +$15.7K +70 +2%
TC
1457
Trust Company
Kansas
$1.01M +$223K +995 +28%
JFGIW
1458
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M -$639K -2,852 -39%
EDRIA
1459
Edmonds Duncan Registered Investment Advisors
Kansas
$1.01M
RHP
1460
Royal Harbor Partners
Texas
$1M
RWM
1461
Ritholtz Wealth Management
New York
$1M +$41K +183 +4%
RWA
1462
River Wealth Advisors
Pennsylvania
$1M +$104K +465 +12%
BWA
1463
Bordeaux Wealth Advisors
California
$1M -$23.3K -104 -2%
NB
1464
Northwest Bancshares
Pennsylvania
$1M +$84.1K +375 +9%
NAMP
1465
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1M +$84.1K +375 +9%
OMC
1466
Overbrook Management Corp
New York
$997K -$112K -502 -10%
HI
1467
Horizon Investments
North Carolina
$997K +$997K +4,449 New
SPC
1468
Stewart & Patten Company
California
$995K -$311K -1,388 -24%
MMPW
1469
Mitchell McLeod Pugh & Williams
Alabama
$995K -$12.6K -56 -1%
SSWM
1470
Sheets Smith Wealth Management
North Carolina
$994K +$19.5K +87 +2%
AO
1471
Advisor OS
Illinois
$991K +$78K +348 +9%
BFC
1472
Blue Fin Capital
Rhode Island
$990K -$169K -756 -15%
MWA
1473
Meridian Wealth Advisors
Texas
$989K -$10.3K -46 -1%
NF
1474
Nikulski Financial
Iowa
$988K +$22.4K +100 +2%
LOAMS
1475
Lombard Odier Asset Management (Switzerland)
Switzerland
$986K +$986K +4,397 New