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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 %
SFA
1926
Source Financial Advisors
New York
$456K +$4.83K +20 +1%
LIG
1927
Lokken Investment Group
Delaware
$455K
BHB
1928
Bank Hapoalim BM
Israel
$453K
PAIM
1929
Punch & Associates Investment Management
Minnesota
$453K
CCA
1930
Clearwater Capital Advisors
Illinois
$453K
CFC
1931
Coyle Financial Counsel
Illinois
$451K +$451K +1,870 New
CWM
1932
Cranbrook Wealth Management
Michigan
$450K
FAB
1933
First American Bank
Illinois
$450K +$24.1K +100 +6%
CG
1934
CFO4Life Group
Texas
$449K +$1.21K +5 +0.3%
AAM
1935
Aureus Asset Management
Massachusetts
$448K -$2.32M -9,617 -84%
CSPAM
1936
Cary Street Partners Asset Management
Virginia
$448K
HIC
1937
Hartline Investment Corp
Illinois
$447K
KFP
1938
KB Financial Partners
New Jersey
$447K +$31.1K +129 +7%
SLT
1939
St Louis Trust
Missouri
$446K
LD
1940
Lipe & Dalton
New York
$444K
AFS
1941
Annapolis Financial Services
Maryland
$442K
GGI
1942
Godsey & Gibb Inc
Virginia
$441K -$82K -340 -16%
NJBEST
1943
New Jersey Better Educational Savings Trust
New Jersey
$441K
BFO
1944
Biltmore Family Office
North Carolina
$440K -$3.38K -14 -0.8%
BAAM
1945
Baker Avenue Asset Management
California
$440K +$9.63K +40 +2%
RWB
1946
RMR Wealth Builders
New Jersey
$439K -$28K -116 -6%
WDC
1947
Woodward Diversified Capital
California
$438K +$438K +1,815 New
DPI
1948
Diversified Portfolios Inc
Michigan
$437K -$15.9K -66 -4%
CRIG
1949
Charter Research & Investment Group
Connecticut
$434K
PHK
1950
Point72 Hong Kong
Hong Kong
$432K -$5.63M -23,308 -93%