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McDonald's

2,517 hedge funds and large institutions have $116B invested in McDonald's in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,073 increasing their positions, 909 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,517
Holders Change
+32
Holders Change %
+1.29%
% of All Funds
43.94%
Holding in Top 10
51
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.39%
% of All Funds
0.89%
New
145
Increased
1,073
Reduced
909
Closed
82
Calls
$1.69B
Puts
$1.57B
Net Calls
+$117M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
1926
MTM Investment Management
South Carolina
$452K +$1.16K +5 +0.3%
PLFAM
1927
Pineno Levin & Ford Asset Management
Virginia
$450K
LFF
1928
Level Four Financial
Texas
$448K -$1.16K -5 -0.3%
RWB
1929
RMR Wealth Builders
New Jersey
$447K -$89.6K -388 -17%
TPWA
1930
TRUE Private Wealth Advisors
Oregon
$446K -$14.1K -61 -3%
NAM
1931
NTV Asset Management
West Virginia
$446K +$2.08K +9 +0.5%
MSFP
1932
Mark Sheptoff Financial Planning
Connecticut
$446K +$23.1K +100 +5%
BOS
1933
Bank of Stockton
California
$443K -$52.7K -228 -11%
APW
1934
Austin Private Wealth
Texas
$442K
SAG
1935
Spotlight Asset Group
Illinois
$441K -$1.03M -4,469 -70%
TSW
1936
Thompson Siegel & Walmsley
Virginia
$441K -$12.7K -55 -3%
SN
1937
Sittner & Nelson
Oregon
$441K
FSG
1938
Financial Strategies Group
Michigan
$440K
DWM
1939
Darwin Wealth Management
Florida
$438K +$1.39K +6 +0.3%
NPPM
1940
North Point Portfolio Managers
Ohio
$437K +$12.3K +53 +3%
LIG
1941
Lokken Investment Group
Delaware
$436K -$6.23K -27 -1%
CCA
1942
Childress Capital Advisors
Texas
$436K -$5.31K -23 -1%
FA
1943
Financial Advisors
Massachusetts
$436K
LP
1944
LGL Partners
Pennsylvania
$436K +$23.3K +101 +6%
CL
1945
COWA LLC
Oklahoma
$434K -$692K -64,229 -61%
CCA
1946
Clearwater Capital Advisors
Illinois
$434K -$462 -2 -0.1%
BHB
1947
Bank Hapoalim BM
Israel
$434K
PAIM
1948
Punch & Associates Investment Management
Minnesota
$434K
DPI
1949
Diversified Portfolios Inc
Michigan
$434K +$105K +454 +32%
KM
1950
Kalos Management
Georgia
$433K -$85.6K -370 -17%