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McDonald's

2,782 hedge funds and large institutions have $135B invested in McDonald's in 2021 Q4 according to their latest regulatory filings, with 403 funds opening new positions, 1,113 increasing their positions, 911 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,782
Holders Change
+275
Holders Change %
+10.97%
% of All Funds
42.97%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
0.99%
New
403
Increased
1,113
Reduced
911
Closed
90
Calls
$2.15B
Puts
$2.01B
Net Calls
+$138M
Net Calls Change
+$341M
Name Holding Trade Value Shares
Change
Shares
Change %
BI
1876
Ballast Inc
Kentucky
$665K +$71.5K +267 +12%
TIA
1877
Tiemann Investment Advisors
California
$663K +$43.4K +162 +7%
PBF
1878
Petix & Botte Financial
California
$662K -$659K -2,461 -50%
OMC
1879
Overbrook Management Corp
New York
$661K -$9.38K -35 -1%
E
1880
Ergoteles
New York
$661K +$661K +2,467 New
TFP
1881
Tilia Fiduciary Partners
North Carolina
$660K +$660K +2,463 New
LCM
1882
LCM Capital Management
Illinois
$659K +$33.5K +125 +5%
ACA
1883
Ackerman Capital Advisors
Texas
$658K -$26K -97 -4%
AWA
1884
AmeriServ Wealth Advisors
Pennsylvania
$657K -$6.7K -25 -1%
CPWA
1885
Cerro Pacific Wealth Advisors
California
$654K -$55.2K -206 -8%
RIS
1886
Retirement Income Solutions
Michigan
$653K -$2.95K -11 -0.4%
CBFP
1887
Cedar Brook Financial Partners
Ohio
$652K +$128K +479 +25%
ORC
1888
O'Rourke & Company
Massachusetts
$651K +$651K +2,429 New
PCS
1889
Personal CFO Solutions
New Jersey
$650K +$15K +56 +2%
HWIS
1890
Hancock Whitney Investment Services
Louisiana
$649K +$649K +2,410 New
RIM
1891
Regent Investment Management
Kentucky
$647K +$53.6K +200 +9%
CRWM
1892
Castle Rock Wealth Management
California
$646K -$149K -586 -19%
RIG
1893
RiverFront Investment Group
Virginia
$646K -$268 -1 -0%
CA
1894
CSM Advisors
Pennsylvania
$644K
NRA
1895
NSI Retail Advisors
Pennsylvania
$644K
CPC
1896
Congress Park Capital
New York
$642K
HIF
1897
Hill Island Financial
Michigan
$641K +$641K +2,392 New
ES
1898
ETF Store
Kansas
$639K +$639K +2,518 New
WMS
1899
Wealth Management Solutions
Pennsylvania
$637K +$637K +2,375 New
MAG
1900
Mayfair Advisory Group
Alabama
$635K