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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 %
CS
1901
Cannell & Spears
New York
$351K
SAM
1902
Summit Asset Management
Tennessee
$351K +$2.63K +12 +0.8%
LC
1903
Lindbrook Capital
California
$351K +$31.9K +145 +10%
HR
1904
Hayden Royal
North Carolina
$350K +$350K +1,595 New
KIC
1905
Keating Investment Counselors
Florida
$349K -$22K -100 -6%
CPA
1906
Capital Planning Advisors
California
$348K -$26.3K -120 -7%
PA
1907
PSI Advisors
Florida
$347K -$58.9K -269 -15%
PCP
1908
Proficio Capital Partners
Massachusetts
$347K -$12.3K -58 -3%
AIA
1909
Angeles Investment Advisors
California
$345K -$27.6K -126 -7%
VCM
1910
Vigilant Capital Management
Maine
$345K -$24.2K -110 -7%
LDFR
1911
Lehman & Derafelo Financial Resources
Pennsylvania
$345K
FGA
1912
Fortis Group Advisors
New Jersey
$345K +$345K +1,578 New
NCM
1913
Nelson Capital Management
California
$344K
TGAM
1914
TBH Global Asset Management
Tennessee
$344K +$3.51K +16 +1%
WAS
1915
Winch Advisory Services
Wisconsin
$342K +$5.26K +24 +2%
PWA
1916
Physician Wealth Advisors
Utah
$341K +$425 +2 +0.1%
WOC
1917
West Oak Capital
California
$340K
MC
1918
Middleton & Co
Massachusetts
$339K -$12.5K -57 -4%
CPC
1919
Consolidated Planning Corp
Georgia
$337K
SAM
1920
Secure Asset Management
Michigan
$337K +$12.9K +59 +4%
PWS
1921
Peloton Wealth Strategists
Indiana
$337K +$31.1K +142 +10%
GAG
1922
GM Advisory Group
New York
$335K
ACM
1923
Ategra Capital Management
Virginia
$335K +$1.32K +6 +0.4%
FWCM
1924
First Western Capital Management
California
$334K -$2.42K -11 -0.7%
RZH
1925
Relyea Zuckerberg Hanson
Connecticut
$332K +$1.61K +7 +0.5%