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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 %
SFG
1701
Summit Financial Group
West Virginia
$649K
CL
1702
CPWM LLC
Washington
$649K +$9.19K +41 +1%
GI
1703
GAMCO Investors
Connecticut
$648K -$557K -2,488 -46%
OPOWM
1704
One Plus One Wealth Management
Florida
$648K +$648K +2,893 New
CWM
1705
Concentric Wealth Management
California
$647K -$16.8K -75 -3%
SWM
1706
Stockman Wealth Management
Montana
$642K -$26.2K -117 -4%
ACP
1707
Aviance Capital Partners
Florida
$636K -$34.7K -155 -5%
CHJWM
1708
Carlton Hofferkamp & Jenks Wealth Management
Texas
$636K -$8.7K -37 -1%
AWG
1709
Altus Wealth Group
Colorado
$636K +$2.11K +9 +0.3%
LWA
1710
Lineweaver Wealth Advisors
Ohio
$636K +$50.1K +224 +9%
SAM
1711
S.A. Mason
Michigan
$635K +$224 +1 +0%
ZIM
1712
Zacks Investment Management
Illinois
$634K -$276K -1,232 -30%
ZAM
1713
Zevin Asset Management
Massachusetts
$633K
MIM
1714
Miller Investment Management
Pennsylvania
$633K
AWA
1715
Aaron Wealth Advisors
Illinois
$632K -$8.51K -38 -1%
MCM
1716
McRae Capital Management
New Jersey
$632K +$102K +455 +19%
CCB
1717
Cutter & Co Brokerage
Missouri
$631K -$33.8K -151 -5%
DLCIG
1718
D.L. Carlson Investment Group
New Hampshire
$630K -$38.1K -170 -6%
OFS
1719
Oldfather Financial Services
Nebraska
$628K -$22.1K -96 -3%
TCOO
1720
Trust Company of Oklahoma
Oklahoma
$627K -$30.7K -137 -5%
OFG
1721
Oxford Financial Group
Indiana
$626K +$18.6K +83 +3%
MOS
1722
MGO One Seven
Ohio
$625K +$224 +1 +0%
SIM
1723
Sadoff Investment Management
Wisconsin
$624K
AP
1724
Americana Partners
Texas
$624K +$11.4K +51 +2%
VWM
1725
Vigilare Wealth Management
Arizona
$624K +$128K +570 +26%