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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 %
JEST
1576
JTC Employer Solutions Trustee
Jersey
$818K +$818K +3,540 New
AIS
1577
American Investment Services
Massachusetts
$816K +$10.2K +44 +1%
APG
1578
Abacus Planning Group
South Carolina
$810K -$20.1K -87 -2%
CANY
1579
Caxton Associates (New York)
New York
$810K +$810K +3,507 New
CTI
1580
Community Trust & Investment
Kentucky
$809K +$339K +1,467 +72%
COCM
1581
Charter Oak Capital Management
New Hampshire
$808K -$1.39K -6 -0.2%
FMN
1582
Financial Management Network
California
$806K +$468 +2 +0.1%
SWA
1583
Sax Wealth Advisors
New Jersey
$802K +$231 +1 +0%
SAM
1584
Strategy Asset Managers
California
$801K +$21.5K +93 +3%
MCM
1585
MV Capital Management
Maryland
$800K +$23.6K +102 +3%
KAS
1586
Kemnay Advisory Services
New York
$800K +$800K +3,463 New
VAM
1587
Verity Asset Management
North Carolina
$795K +$189K +818 +31%
GFS
1588
GYL Financial Synergies
Connecticut
$794K +$693 +3 +0.1%
TA
1589
TruWealth Advisors
Louisiana
$792K -$7.62K -33 -1%
FA
1590
Fagan Associates
New York
$791K
FFA
1591
Fragasso Financial Advisors
Pennsylvania
$790K +$7.62K +33 +1%
GD
1592
Grandfield & Dodd
New York
$790K +$29.5K +127 +4%
MS
1593
Maven Securities
Jersey
$790K +$790K +3,422 New
SWA
1594
SFMG Wealth Advisors
Texas
$788K +$2.54K +11 +0.3%
WI
1595
WrapManager Inc
California
$788K +$72.3K +313 +10%
IP
1596
Investment Partners
Ohio
$788K +$187K +811 +31%
WDG
1597
Wealth Dimensions Group
Ohio
$787K +$4.85K +21 +0.6%
CCP
1598
Cardan Capital Partners
Colorado
$783K -$11.5K -50 -1%
WC
1599
Whitney & Co
New York
$780K -$28.9K -125 -4%
NSAM
1600
North Star Asset Management
Wisconsin
$780K +$69.3K +300 +10%