MCD icon

McDonald's

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
1926
Pure Financial Advisors
California
$438K +$32.5K +145 +8%
MIM
1927
MTM Investment Management
South Carolina
$437K -$21.3K -95 -5%
PWAG
1928
Polaris Wealth Advisory Group
California
$437K -$19K -82 -4%
PLFAM
1929
Pineno Levin & Ford Asset Management
Virginia
$437K
LFF
1930
Level Four Financial
Texas
$436K -$42.8K -191 -9%
HCP
1931
Hexagon Capital Partners
Arkansas
$432K -$84.4K -377 -16%
NAM
1932
NTV Asset Management
West Virginia
$431K
TWM
1933
TriaGen Wealth Management
California
$431K
APW
1934
Austin Private Wealth
Texas
$429K
LIG
1935
Lokken Investment Group
Delaware
$429K +$224 +1 +0.1%
OWA
1936
Outlook Wealth Advisors
Texas
$429K +$43.7K +195 +11%
SN
1937
Sittner & Nelson
Oregon
$428K +$67.3K +300 +19%
CCA
1938
Childress Capital Advisors
Texas
$428K +$159K +711 +59%
MW
1939
MBL Wealth
North Carolina
$427K +$30.3K +135 +8%
FSG
1940
Financial Strategies Group
Michigan
$427K +$67K +299 +19%
KW
1941
KWB Wealth
California
$427K +$155K +692 +57%
B
1942
Bridgeworth
Alabama
$426K -$30K -134 -7%
KP
1943
Keel Point
Alabama
$426K +$26.9K +120 +7%
Verition Fund Management
1944
Verition Fund Management
Connecticut
$424K -$916K -4,088 -68%
DWM
1945
Darwin Wealth Management
Florida
$423K -$6.93K -31 -2%
FA
1946
Financial Advisors
Massachusetts
$423K +$18.8K +84 +5%
CWM
1947
Cranbrook Wealth Management
Michigan
$422K +$3.14K +14 +0.7%
BFO
1948
Biltmore Family Office
North Carolina
$421K -$11.2K -50 -3%
BHB
1949
Bank Hapoalim BM
Israel
$421K -$8.97K -40 -2%
PAIM
1950
Punch & Associates Investment Management
Minnesota
$421K