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McDonald's

2,517 hedge funds and large institutions have $116B invested in McDonald's in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,073 increasing their positions, 909 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,517
Holders Change
+32
Holders Change %
+1.29%
% of All Funds
43.94%
Holding in Top 10
51
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.39%
% of All Funds
0.89%
New
145
Increased
1,073
Reduced
909
Closed
82
Calls
$1.69B
Puts
$1.57B
Net Calls
+$117M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
1451
Ameritas Investment Company
Nebraska
$1.03M -$790K -2,616 -43%
BJL
1452
Brighton Jones LLC
Washington
$1.03M -$34.6K -150 -3%
BWA
1453
Bordeaux Wealth Advisors
California
$1.03M
LI
1454
Lafayette Investments
Maryland
$1.03M +$693K +3,000 +206%
TA
1455
Tectonic Advisors
Texas
$1.03M +$53.1K +230 +5%
OC
1456
Oakworth Capital
Alabama
$1.03M -$49.9K -216 -5%
SPC
1457
Stewart & Patten Company
California
$1.03M
MMPW
1458
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$231 +1 +0%
SFA
1459
Souders Financial Advisors
Ohio
$1.03M +$149K +647 +17%
SSWM
1460
Sheets Smith Wealth Management
North Carolina
$1.02M -$231 -1 -0%
MA
1461
MCF Advisors
Kentucky
$1.02M +$54.8K +237 +6%
QI
1462
Qtron Investments
Massachusetts
$1.02M +$239K +1,035 +31%
MWPCG
1463
Measured Wealth Private Client Group
New Hampshire
$1.01M +$96.5K +418 +11%
CWM
1464
Centric Wealth Management
Illinois
$1.01M +$24.5K +106 +2%
TC
1465
Trust Company
Kansas
$1.01M -$29.6K -128 -3%
LSAG
1466
Lake Street Advisors Group
New Hampshire
$1.01M -$13.5K -57 -1%
STC
1467
Sarah T. Connolly
$1.01M
IFWM
1468
Institute for Wealth Management
Colorado
$1M +$6.24K +27 +0.6%
APW
1469
Acima Private Wealth
Virginia
$1M
GSC
1470
G&S Capital
Colorado
$1M +$30.7K +133 +3%
RWA
1471
River Wealth Advisors
Pennsylvania
$999K -$33.5K -145 -3%
PWM
1472
Palumbo Wealth Management
New York
$998K +$4.85K +21 +0.5%
NWA
1473
New World Advisors
Massachusetts
$998K +$998K +4,319 New
NAMP
1474
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$997K -$34.7K -150 -3%
EM
1475
ELCO Management
New York
$996K +$128K +555 +15%