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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 %
DC
1551
DeDora Capital
California
$898K -$51.1K -212 -5%
DFA
1552
DHJJ Financial Advisors
Illinois
$896K
BFC
1553
Blue Fin Capital
Rhode Island
$892K -$91.4K -379 -9%
JMFC
1554
J.M. Forbes & Co
Massachusetts
$892K
LSV Asset Management
1555
LSV Asset Management
Illinois
$892K
NPA
1556
Nichols & Pratt Advisers
Massachusetts
$889K -$48.6K -200 -5%
SWA
1557
Sax Wealth Advisors
New Jersey
$886K +$49.2K +204 +6%
CFFP
1558
Center for Financial Planning
Michigan
$884K -$78.9K -327 -8%
EIA
1559
Eldridge Investment Advisors
New Hampshire
$882K
CCM
1560
Compass Capital Management
Minnesota
$881K
RBC
1561
Roble Belko & Company
Pennsylvania
$876K
AWM
1562
Accurate Wealth Management
Florida
$873K +$385K +1,598 +79%
OA
1563
Oxbow Advisors
Texas
$872K -$48.2K -200 -5%
FANJ
1564
Financial Architects (New Jersey)
New Jersey
$870K -$127K -527 -13%
CWM
1565
Cahaba Wealth Management
Georgia
$869K +$653K +2,709 +302%
RBFC
1566
Roman Butler Fullerton & Co
Missouri
$868K +$1.45K +6 +0.2%
SIAP
1567
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$866K -$41.5K -172 -5%
LWAM
1568
Legacy Wealth Asset Management
Minnesota
$866K +$6.75K +28 +0.8%
Rafferty Asset Management
1569
Rafferty Asset Management
New York
$864K -$467K -1,938 -35%
AIS
1570
American Investment Services
Massachusetts
$862K +$10.6K +44 +1%
CA
1571
Calton & Associates
Florida
$861K -$251K -1,040 -23%
FPWM
1572
FSB Premier Wealth Management
Iowa
$861K +$306K +1,268 +55%
PG
1573
Pendal Group
Australia
$858K -$1.12M -4,664 -57%
JCM
1574
Jag Capital Management
Missouri
$858K +$121K +504 +16%
BWM
1575
BerganKDV Wealth Management
Minnesota
$857K +$355K +1,473 +71%