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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 %
CAM
1751
Congress Asset Management
Massachusetts
$629K +$50.9K +211 +9%
EA
1752
Elm Advisors
California
$627K -$12.1K -50 -2%
VST
1753
Van Strum & Towne
California
$627K
HCM
1754
Howland Capital Management
Massachusetts
$626K
CFG
1755
Cooper Financial Group
California
$625K +$1.69K +7 +0.3%
WP
1756
Waycross Partners
Kentucky
$622K -$527K -2,185 -46%
DLCIG
1757
D.L. Carlson Investment Group
New Hampshire
$621K -$43.7K -181 -7%
AIM
1758
Avity Investment Management
Connecticut
$621K +$178K +740 +40%
EA
1759
Emerald Advisors
Washington
$620K +$17.4K +72 +3%
JLBC
1760
J.L. Bainbridge & Co
Florida
$618K +$5.07K +21 +0.8%
LCM
1761
LVM Capital Management
Michigan
$617K -$4.82K -20 -0.8%
TAIM
1762
TD Ameritrade Investment Management
Nebraska
$617K +$521K +2,373 +542%
GIA
1763
GHP Investment Advisors
Colorado
$615K -$21.9K -91 -3%
ACA
1764
Ackerman Capital Advisors
Texas
$615K
AWMT
1765
AAFMAA Wealth Management & Trust
North Carolina
$610K
PFBT
1766
Parkside Financial Bank & Trust
Missouri
$606K +$22.2K +92 +4%
OMC
1767
Overbrook Management Corp
New York
$603K -$381K -1,582 -39%
SMH
1768
Sanders Morris Harris
Texas
$603K -$13K -54 -2%
TWM
1769
TriaGen Wealth Management
California
$603K
BCAM
1770
Boston Common Asset Management
Massachusetts
$603K +$9.4K +39 +2%
ICM
1771
IMS Capital Management
Oregon
$603K +$30.2K +125 +5%
SNB
1772
Security National Bank
Nebraska
$603K +$169K +700 +39%
CST
1773
Charles Schwab Trust
Nevada
$602K -$3.14K -13 -0.5%
T
1774
TOBAM
France
$602K
HWMG
1775
Hurlow Wealth Management Group
Indiana
$601K