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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 %
MRCM
1701
M&R Capital Management
New Jersey
$656K +$140K +607 +27%
SAM
1702
S.A. Mason
Michigan
$655K +$231 +1 +0%
GSWM
1703
Golden State Wealth Management
California
$655K +$42.3K +183 +7%
ZAM
1704
Zevin Asset Management
Massachusetts
$654K +$2.31K +10 +0.4%
MIM
1705
Miller Investment Management
Pennsylvania
$653K
AL
1706
Aspiriant LLC
California
$652K +$61.5K +266 +10%
LFA
1707
Legacy Financial Advisors
Kentucky
$646K +$36.3K +157 +6%
SWM
1708
Stockman Wealth Management
Montana
$644K -$17.5K -76 -3%
SIM
1709
Sadoff Investment Management
Wisconsin
$644K +$693 +3 +0.1%
AAM
1710
AMI Asset Management
California
$643K +$36.7K +159 +6%
KFA
1711
Krane Funds Advisors
New York
$642K +$168K +725 +35%
LIA
1712
LS Investment Advisors
Michigan
$641K -$7.67M -33,215 -92%
ACA
1713
Aptus Capital Advisors
Alabama
$641K
AWA
1714
Alta Wealth Advisors
Massachusetts
$639K -$3K -13 -0.5%
W
1715
Wealthquest
Ohio
$639K +$25.9K +112 +4%
EWM
1716
EPG Wealth Management
Georgia
$639K +$57.3K +248 +10%
OFS
1717
Oldfather Financial Services
Nebraska
$637K +$933 +4 +0.1%
DLCIG
1718
D.L. Carlson Investment Group
New Hampshire
$636K -$12.7K -55 -2%
WPC
1719
Waters Parkerson & Co
Louisiana
$634K
ARMT
1720
Amica Retiree Medical Trust
Rhode Island
$632K -$166K -717 -21%
BCM
1721
Boltwood Capital Management
California
$632K -$5.78K -25 -0.9%
OFG
1722
Oxford Financial Group
Indiana
$631K -$13.4K -58 -2%
AWG
1723
Altus Wealth Group
Colorado
$630K +$2.08K +9 +0.3%
IIC
1724
Integrated Investment Consultants
Michigan
$630K +$9.25K +40 +1%
CHJWM
1725
Carlton Hofferkamp & Jenks Wealth Management
Texas
$629K -$5.87K -25 -0.9%