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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 %
STA
1951
Summit Trail Advisors
New York
$307K +$307K +1,440 New
MW
1952
Marcum Wealth
Ohio
$306K -$31.1K -142 -9%
AWS
1953
Arkfeld Wealth Strategies
Nebraska
$306K
OPCM
1954
Osborne Partners Capital Management
California
$304K -$2.41K -11 -0.8%
FMTC
1955
Farmers & Merchants Trust Company
California
$304K
HGWM
1956
Harvest Group Wealth Management
Massachusetts
$303K +$1.32K +6 +0.4%
MWP
1957
Meridian Wealth Partners
Pennsylvania
$301K +$438 +2 +0.1%
MCP
1958
Mirador Capital Partners
California
$298K
FFS
1959
Founders Financial Securities
Maryland
$297K -$125K -568 -30%
FA
1960
FMA Advisory
Pennsylvania
$295K +$1.54K +7 +0.5%
MCM
1961
McRae Capital Management
New Jersey
$295K +$26.7K +122 +10%
WLPWM
1962
Walled Lake Planning & Wealth Management
Illinois
$294K +$220 +1 +0.1%
XWM
1963
Xcel Wealth Management
Florida
$294K +$35.5K +162 +14%
CIP
1964
Capital Insight Partners
Arizona
$293K
RA
1965
Riversedge Advisors
Delaware
$292K
GCM
1966
Gladius Capital Management
Illinois
$291K +$291K +1,322 New
AC
1967
Arjuna Capital
North Carolina
$290K -$4.39K -20 -1%
B
1968
Brightworth
Georgia
$290K
AIM
1969
Axiom Investment Management
New York
$290K +$3.07K +14 +1%
AIM
1970
AIA Investment Management
Singapore
$290K +$75.4K +343 +35%
IWA
1971
Intercontinental Wealth Advisors
Texas
$289K -$99.6K -453 -26%
CW
1972
CreativeOne Wealth
Kansas
$289K -$52.5K -239 -15%
PP
1973
PDS Planning
Ohio
$289K -$14.9K -68 -5%
EM
1974
Excalibur Management
Massachusetts
$289K
PWM
1975
Paulson Wealth Management
Illinois
$288K -$38.8K -177 -12%