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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 %
GCMG
1726
Gyroscope Capital Management Group
Florida
$661K -$53.8K -223 -8%
WAG
1727
Winthrop Advisory Group
Massachusetts
$660K -$45.1K -187 -6%
WPC
1728
Waters Parkerson & Co
Louisiana
$658K -$3.86K -16 -0.6%
GC
1729
Garde Capital
Washington
$656K
IA
1730
IAM Advisory
Pennsylvania
$652K +$652K +2,646 New
ANBT
1731
American National Bank & Trust
Texas
$651K -$45.6K -189 -7%
ZAM
1732
Zevin Asset Management
Massachusetts
$651K -$31.8K -132 -5%
SIM
1733
Sadoff Investment Management
Wisconsin
$650K -$21.9K -91 -3%
DDC
1734
DF Dent & Co
Maryland
$650K
CBA
1735
Coastal Bridge Advisors
Connecticut
$650K
NAS
1736
Nicolet Advisory Services
Wisconsin
$649K +$29K +120 +5%
GSWM
1737
Golden State Wealth Management
California
$646K -$38.1K -158 -6%
ZB
1738
Zions Bancorporation
Utah
$646K +$19K +79 +3%
CFA
1739
Cahill Financial Advisors
Minnesota
$645K +$482 +2 +0.1%
STAS
1740
Strong Tower Advisory Services
Minnesota
$641K +$641K +2,640 New
SG
1741
Stonnington Group
California
$639K +$12.6K +51 +2%
CPWA
1742
Cerro Pacific Wealth Advisors
California
$638K -$236K -979 -27%
Financial Engines Advisors
1743
Financial Engines Advisors
California
$637K -$10.4K -43 -2%
MSFP
1744
Mark Sheptoff Financial Planning
Connecticut
$634K +$169K +700 +36%
SAF
1745
Smith Anglin Financial
Texas
$630K +$1.69K +7 +0.3%
JSL
1746
JT Stratford LLC
Georgia
$630K +$18.6K +77 +3%
BCM
1747
Boltwood Capital Management
California
$629K -$30.1K -125 -5%
PG
1748
Patten Group
Tennessee
$629K +$241 +1 +0%
RM
1749
Resource Management
Louisiana
$629K +$241 +1 +0%
MYIA
1750
Mount Yale Investment Advisors
Colorado
$629K +$35.5K +147 +6%