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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 %
OFS
1701
Oldfather Financial Services
Nebraska
$685K +$752 +3 +0.1%
JFA
1702
Johanson Financial Advisors
California
$685K +$12.1K +50 +2%
SAM
1703
S.A. Mason
Michigan
$684K +$241 +1 +0%
AC
1704
Alexandria Capital
Virginia
$684K +$98.6K +409 +17%
DWP
1705
Destiny Wealth Partners
Florida
$683K -$22.2K -92 -3%
WP
1706
WealthShield Partners
North Carolina
$682K -$130K -539 -16%
BCA
1707
Berman Capital Advisors
Georgia
$682K +$195K +811 +40%
MIM
1708
Miller Investment Management
Pennsylvania
$681K
AWA
1709
Alta Wealth Advisors
Massachusetts
$680K +$12.8K +53 +2%
SBL
1710
Sargent Bickham Lagudis
Colorado
$679K +$240K +996 +55%
VAM
1711
Verity Asset Management
North Carolina
$678K -$152K -631 -18%
AWA
1712
Aaron Wealth Advisors
Illinois
$677K +$32.3K +134 +5%
CA
1713
CGN Advisors
Kansas
$677K +$48.5K +201 +8%
AAM
1714
AMI Asset Management
California
$675K +$4.58K +19 +0.7%
PPP
1715
Private Portfolio Partners
New Jersey
$674K -$120K -497 -15%
LIA
1716
LS Investment Advisors
Michigan
$670K
GFS
1717
GYL Financial Synergies
Connecticut
$669K -$159K -660 -19%
ACA
1718
Aptus Capital Advisors
Alabama
$669K
IIC
1719
Integrated Investment Consultants
Michigan
$669K +$11.6K +48 +2%
FIA
1720
Foundations Investment Advisors
Arizona
$669K +$80.9K +330 +14%
DA
1721
Detalus Advisors
Missouri
$667K -$48.2K -200 -7%
CC
1722
Constitution Capital
Connecticut
$665K +$127K +525 +24%
W
1723
Wealthquest
Ohio
$664K -$2.89K -12 -0.4%
CWM
1724
Concentric Wealth Management
California
$663K -$32.8K -136 -5%
CG
1725
Corundum Group
Colorado
$663K +$35.2K +146 +6%