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McDonald's

2,271 hedge funds and large institutions have $110B invested in McDonald's in 2020 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 800 increasing their positions, 983 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,271
Holders Change
+65
Holders Change %
+2.95%
% of All Funds
45.94%
Holding in Top 10
87
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+52.63%
% of All Funds
1.76%
New
177
Increased
800
Reduced
983
Closed
92
Calls
$1.97B
Puts
$1.96B
Net Calls
+$13.7M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AR
1601
Advisory Research
Illinois
$641K +$641K +2,920 New
WEC
1602
Winslow Evans & Crocker
Massachusetts
$640K -$2.64K -12 -0.4%
WPC
1603
Waters Parkerson & Co
Louisiana
$640K
NME
1604
Notis-McConarty Edward
$637K +$32.9K +150 +5%
SFG
1605
Summit Financial Group
West Virginia
$636K
PWMG
1606
Prestige Wealth Management Group
New Jersey
$634K +$82.2K +374 +15%
KFA
1607
Kelleher Financial Advisors
New York
$633K
DC
1608
DeDora Capital
California
$632K -$65.7K -299 -9%
HWMG
1609
Hurlow Wealth Management Group
Indiana
$630K -$43.9K -200 -7%
BCM
1610
Boltwood Capital Management
California
$629K -$11K -50 -2%
PD
1611
Planning Directions
Pennsylvania
$628K -$4.17K -19 -0.7%
TPWA
1612
TRUE Private Wealth Advisors
Oregon
$627K -$17.8K -81 -3%
WI
1613
WrapManager Inc
California
$623K -$4.61K -21 -0.7%
SAM
1614
S.A. Mason
Michigan
$622K +$220 +1 +0%
PCG
1615
Private Capital Group
Connecticut
$621K -$78.1K -356 -11%
MGIM
1616
M&G Investment Management
United Kingdom
$621K -$18K -82 -3%
ZAM
1617
Zevin Asset Management
Massachusetts
$620K -$53.8K -245 -8%
RIS
1618
Retirement Income Solutions
Michigan
$620K
MIM
1619
Miller Investment Management
Pennsylvania
$620K
TAIM
1620
TD Ameritrade Investment Management
Nebraska
$617K -$51.6K -235 -8%
CCB
1621
Cutter & Co Brokerage
Missouri
$616K -$34.5K -157 -5%
IIC
1622
Integrated Investment Consultants
Michigan
$616K -$14.9K -68 -2%
WCA
1623
Waratah Capital Advisors
Ontario, Canada
$616K +$616K +2,807 New
GSWM
1624
Golden State Wealth Management
California
$609K -$163K -745 -21%
CL
1625
CPWM LLC
Washington
$607K -$8.34K -38 -1%