MCD icon

McDonald's

2,271 hedge funds and large institutions have $110B invested in McDonald's in 2020 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 800 increasing their positions, 983 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,271
Holders Change
+65
Holders Change %
+2.95%
% of All Funds
45.94%
Holding in Top 10
87
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+52.63%
% of All Funds
1.76%
New
177
Increased
800
Reduced
983
Closed
92
Calls
$1.97B
Puts
$1.96B
Net Calls
+$13.7M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
1776
PBMares Wealth Management
Virginia
$450K +$74.6K +340 +20%
RWM
1777
RBA Wealth Management
California
$447K -$1.98K -9 -0.4%
KM
1778
Kalos Management
Georgia
$446K -$58.4K -268 -12%
B
1779
Bridgeworth
Alabama
$446K +$219 +1 +0%
PWAG
1780
Polaris Wealth Advisory Group
California
$445K -$85K -376 -16%
GIA
1781
Gladstone Institutional Advisory
Florida
$444K +$65.6K +299 +17%
NAM
1782
NTV Asset Management
West Virginia
$443K +$1.1K +5 +0.2%
YMRC
1783
Yorktown Management & Research Company
Virginia
$443K +$48.2K +220 +12%
FIA
1784
Foundations Investment Advisors
Arizona
$442K +$81.5K +366 +23%
GA
1785
Geller Advisors
New York
$441K -$121K -550 -22%
IFG
1786
Investors Financial Group
Minnesota
$441K +$10.3K +47 +2%
SRC
1787
Stone Run Capital
New York
$439K
WBG
1788
Wharton Business Group
Pennsylvania
$439K
VAM
1789
Verity Asset Management
North Carolina
$439K +$7.69K +35 +2%
PAM
1790
Private Asset Management
California
$439K +$11K +50 +3%
AAM
1791
Ascension Asset Management
New York
$439K +$439K +2,000 New
DWM
1792
Darwin Wealth Management
Florida
$436K +$658 +3 +0.2%
FPIS
1793
Financial Planning & Information Services
Wisconsin
$436K +$436K +1,985 New
WRM
1794
Weybosset Research & Management
Rhode Island
$436K +$436K +1,986 New
LBA
1795
Lowell Blake & Associates
Massachusetts
$435K -$111K -507 -20%
JWM
1796
Jeppson Wealth Management
California
$435K +$435K +1,982 New
DA
1797
Doliver Advisors
Texas
$434K +$22K +100 +5%
BWCS
1798
Beirne Wealth Consulting Services
Connecticut
$433K +$433K +1,975 New
CBA
1799
Coastal Bridge Advisors
Connecticut
$432K -$11.9K -54 -3%
DE
1800
Day & Ennis
Georgia
$432K +$879 +4 +0.2%