MCD icon

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 %
AIM
1876
Acropolis Investment Management
Missouri
$503K -$27.3K -115 -5%
LA
1877
LexAurum Advisors
Kansas
$502K +$7.95K +33 +2%
BSSFA
1878
Baron Silver Stevens Financial Advisors
Florida
$501K -$109K -453 -18%
JMF
1879
Johnson Midwest Financial
Iowa
$501K +$1.93K +8 +0.4%
APW
1880
Austin Private Wealth
Texas
$501K +$39.6K +164 +9%
SCG
1881
Sonata Capital Group
Washington
$500K
BOS
1882
Bingham Osborn & Scarborough
California
$498K -$64.8K -269 -12%
PP
1883
PDS Planning
Ohio
$498K +$11.1K +46 +2%
NPPM
1884
North Point Portfolio Managers
Ohio
$498K +$42.6K +177 +9%
BG
1885
Bollard Group
Massachusetts
$497K +$2.41K +10 +0.5%
PCG
1886
Private Capital Group
Connecticut
$497K +$111K +461 +29%
MCM
1887
Marathon Capital Management
Maryland
$496K
CF
1888
Corrigan Financial
Rhode Island
$495K +$1.21K +5 +0.2%
GM
1889
GeoWealth Management
Illinois
$495K -$6.76K -28 -1%
NP
1890
Ninepoint Partners
Ontario, Canada
$492K
PIA
1891
Powell Investment Advisors
Florida
$490K
BWM
1892
Baystate Wealth Management
Massachusetts
$488K -$8.68K -36 -2%
APWM
1893
Atlas Private Wealth Management
New York
$486K +$43.9K +182 +10%
VCAM
1894
Van Cleef Asset Management
Ohio
$482K -$104K -433 -18%
SRC
1895
Stone Run Capital
New York
$482K
AAM
1896
Ascension Asset Management
New York
$482K
GTAM
1897
Global Trust Asset Management
Florida
$481K -$72.4K -300 -13%
FPIS
1898
Financial Planning & Information Services
Wisconsin
$481K +$3.14K +13 +0.7%
MFGM
1899
Marshall Financial Group (Maryland)
Maryland
$481K +$151K +625 +46%
LBC
1900
Lawrence B. Cohen
$480K -$6.03K -25 -1%