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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 %
SAA
1476
Southeast Asset Advisors
Georgia
$995K +$383K +1,657 +63%
TNA
1477
True North Advisors
Texas
$993K +$5.08K +22 +0.5%
PTC
1478
Philadelphia Trust Company
Pennsylvania
$993K +$13.6K +59 +1%
TSWM
1479
Triangle Securities Wealth Management
North Carolina
$992K -$14.3K -62 -1%
WA
1480
Wealth Alliance
New York
$991K +$21.5K +93 +2%
MFW
1481
Meristem Family Wealth
Minnesota
$991K +$761K +3,294 +330%
BOM
1482
Bank of Marin
California
$989K +$2.08K +9 +0.2%
SCM
1483
Stonebridge Capital Management
California
$983K
HKAM
1484
Horizon Kinetics Asset Management
New York
$973K +$3.23K +14 +0.3%
ERIM
1485
Eagle Ridge Investment Management
Connecticut
$972K -$13.9K -60 -1%
BHTS
1486
Bar Harbor Trust Services
Maine
$966K +$30.7K +133 +3%
NFG
1487
Next Financial Group
Texas
$966K +$56.8K +246 +6%
IBOK
1488
Independence Bank of Kentucky
Kentucky
$965K -$8.31K -36 -0.9%
AFA
1489
AllGen Financial Advisors
Florida
$964K +$964K +38,661 New
PP
1490
Patron Partners
Texas
$964K +$57.5K +249 +6%
NAMM
1491
NorthStar Asset Management (Massachusetts)
Massachusetts
$961K +$961K +4,160 New
FF
1492
FourThought Financial
Florida
$958K +$693 +3 +0.1%
CCWA
1493
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$957K +$957K +4,141 New
MCM
1494
Maple Capital Management
Vermont
$955K -$69.1K -289 -7%
FANJ
1495
Financial Architects (New Jersey)
New Jersey
$955K -$924 -4 -0.1%
PIA
1496
Pinion Investment Advisors
Kansas
$952K +$13.6K +59 +1%
AssetMark Inc
1497
AssetMark Inc
California
$952K +$57.5K +249 +6%
FFC
1498
First Financial Corp
Indiana
$950K +$59.6K +258 +7%
4WM
1499
44 Wealth Management
Oregon
$950K +$327K +1,415 +52%
CWS
1500
Cypress Wealth Services
California
$947K -$309K -1,337 -25%