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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 %
SF
1501
Summit Financial
New Jersey
$989K +$495K +2,054 +100%
FF
1502
FourThought Financial
Florida
$979K -$20.7K -86 -2%
LMAM
1503
Legg Mason Asset Management
Japan
$976K
WMA
1504
Wealth Management Associates
New Jersey
$973K +$28K +116 +3%
IFWM
1505
Institute for Wealth Management
Colorado
$971K -$75K -311 -7%
AWG
1506
Altus Wealth Group
Colorado
$971K +$313K +1,298 +48%
EN1L
1507
Engine No 1 LLC
California
$970K +$395K +1,638 +69%
PPWP
1508
Proquility Private Wealth Partners
Nevada
$964K +$22.7K +94 +2%
BA
1509
Bridgewater Advisors
New York
$963K +$9.64K +40 +1%
PWM
1510
Palumbo Wealth Management
New York
$960K -$81.2K -337 -8%
SG
1511
StoneX Group
New York
$960K -$26K -108 -3%
CFS
1512
CRA Financial Services
New Jersey
$959K +$63.4K +263 +7%
FFC
1513
First Financial Corp
Indiana
$958K -$33.3K -138 -3%
NCM
1514
Noesis Capital Mangement
Florida
$957K +$383K +1,589 +67%
AI
1515
Accredited Investors
Minnesota
$955K +$28.7K +119 +3%
FAT
1516
First American Trust
California
$952K -$7.96K -33 -0.8%
CCC
1517
Crescent Capital Consulting
Louisiana
$951K
CWM
1518
Circle Wealth Management
New Jersey
$944K +$2.65K +11 +0.3%
GWS
1519
Glassman Wealth Services
Virginia
$942K +$11.1K +46 +1%
LPT
1520
Legacy Private Trust
Wisconsin
$938K
WPW
1521
Warther Private Wealth
Ohio
$938K +$1.95K +8 +0.2%
BMO
1522
Beck Mack & Oliver
New York
$936K +$36.2K +150 +4%
PWS
1523
Private Wealth Strategies
Ohio
$933K +$4.58K +19 +0.5%
SDIC
1524
South Dakota Investment Council
South Dakota
$932K -$169K -700 -15%
CWM
1525
Cornerstone Wealth Management
Missouri
$930K +$118K +489 +15%