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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 %
AWA
1776
AmeriServ Wealth Advisors
Pennsylvania
$597K -$23.6K -98 -4%
BFA
1777
Beacon Financial Advisory
Ohio
$597K +$2.65K +11 +0.4%
RDWM
1778
Red Door Wealth Management
Tennessee
$595K +$3.62K +15 +0.6%
CMO
1779
Covenant Multifamily Offices
Texas
$595K +$101K +412 +20%
RIS
1780
Retirement Income Solutions
Michigan
$590K +$16.9K +70 +3%
FCB
1781
First Command Bank
Texas
$590K +$51.1K +212 +9%
FCFS
1782
First Command Financial Services
Texas
$590K +$51.1K +212 +9%
MCM
1783
Monument Capital Management
Virginia
$588K +$81K +336 +16%
CCA
1784
Childress Capital Advisors
Texas
$587K +$132K +550 +29%
TF
1785
TLWM Financial
Texas
$585K +$6.48K +27 +1%
RIG
1786
RiverFront Investment Group
Virginia
$581K -$6.03K -25 -1%
CA
1787
CSM Advisors
Pennsylvania
$579K
NRA
1788
NSI Retail Advisors
Pennsylvania
$579K
MAG
1789
Mayfair Advisory Group
Alabama
$578K
CPC
1790
Congress Park Capital
New York
$577K
TCWM
1791
Total Clarity Wealth Management
Illinois
$572K +$241 +1 +0%
PCS
1792
Personal CFO Solutions
New Jersey
$571K +$15.2K +63 +3%
CCA
1793
Column Capital Advisors
Indiana
$570K
GC
1794
Grace Capital
Massachusetts
$570K +$71.3K +300 +14%
DIM
1795
Delta Investment Management
California
$568K
WSC
1796
Wellington Shields & Co
New York
$568K +$26K +108 +5%
AAS
1797
Annex Advisory Services
Wisconsin
$564K +$15.7K +65 +3%
OCG
1798
Opus Capital Group
Ohio
$563K -$145K -600 -20%
LCM
1799
LCM Capital Management
Illinois
$563K -$724 -3 -0.1%
BCM
1800
Breiter Capital Management
Florida
$563K