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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 %
OA
1551
Oxbow Advisors
Texas
$855K -$126K -560 -13%
GWS
1552
Glassman Wealth Services
Virginia
$855K +$19.7K +88 +2%
BA
1553
Bridgewater Advisors
New York
$851K +$851K +3,732 New
SFA
1554
Souders Financial Advisors
Ohio
$849K +$161K +720 +23%
KA
1555
KLCM Advisors
Wisconsin
$847K
EM
1556
ELCO Management
New York
$842K -$133K -595 -14%
TWM
1557
Tradition Wealth Management
Minnesota
$840K -$8.07K -36 -1%
DBIA
1558
Dumont & Blake Investment Advisors
New Jersey
$840K
KIG
1559
Kowal Investment Group
Wisconsin
$837K +$2.24K +10 +0.3%
SW
1560
SteelPeak Wealth
California
$836K -$3.11M -13,865 -79%
BMO
1561
Beck Mack & Oliver
New York
$836K -$7.39K -33 -0.9%
GEA
1562
Glen Eagle Advisors
New Jersey
$832K +$42.1K +188 +5%
LSV Asset Management
1563
LSV Asset Management
Illinois
$829K
JMFC
1564
J.M. Forbes & Co
Massachusetts
$829K
SIAP
1565
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$829K +$224 +1 +0%
RBFC
1566
Roman Butler Fullerton & Co
Missouri
$824K -$41.9K -181 -5%
OFG
1567
OmniStar Financial Group
North Carolina
$820K -$502K -2,239 -38%
EIA
1568
Eldridge Investment Advisors
New Hampshire
$820K
PPWP
1569
Proquility Private Wealth Partners
Nevada
$820K +$241K +1,075 +42%
CCM
1570
Compass Capital Management
Minnesota
$819K
RBC
1571
Roble Belko & Company
Pennsylvania
$814K
HPWM
1572
Highland Private Wealth Management
Washington
$812K -$4.04K -18 -0.5%
FMN
1573
Financial Management Network
California
$812K +$36.5K +155 +5%
HWM
1574
Hohimer Wealth Management
Washington
$811K
DFA
1575
DHJJ Financial Advisors
Illinois
$811K