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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 %
CAN
1951
Claraphi Advisory Network
United States
$433K +$210K +908 +94%
CP
1952
Castleview Partners
Texas
$433K +$433K +1,876 New
SFA
1953
Source Financial Advisors
New York
$432K +$7.86K +34 +2%
CTFG
1954
Capstone Triton Financial Group
Oklahoma
$432K +$56.5K +245 +15%
CWM
1955
Cranbrook Wealth Management
Michigan
$431K -$3.23K -14 -0.7%
B
1956
Bridgeworth
Alabama
$429K -$10.4K -45 -2%
CG
1957
CFO4Life Group
Texas
$429K -$1.62K -7 -0.4%
RCA
1958
Ranch Capital Advisors
Florida
$429K
CSPAM
1959
Cary Street Partners Asset Management
Virginia
$429K +$23.1K +100 +6%
HIC
1960
Hartline Investment Corp
Illinois
$428K -$23.1K -100 -5%
SLT
1961
St Louis Trust
Missouri
$427K
KW
1962
KWB Wealth
California
$427K
ML
1963
McAdam LLC
Pennsylvania
$427K +$26.4K +108 +7%
PWAG
1964
Polaris Wealth Advisory Group
California
$426K -$12.1K -52 -3%
LD
1965
Lipe & Dalton
New York
$426K
BFO
1966
Biltmore Family Office
North Carolina
$424K -$9.23K -40 -2%
AIM
1967
Avity Investment Management
Connecticut
$424K +$6.47K +28 +2%
APWM
1968
Atlas Private Wealth Management
New York
$424K +$91.7K +397 +28%
AFS
1969
Annapolis Financial Services
Maryland
$423K +$7.85K +34 +2%
NJBEST
1970
New Jersey Better Educational Savings Trust
New Jersey
$422K
SBL
1971
Sargent Bickham Lagudis
Colorado
$421K +$46.9K +203 +13%
HCP
1972
Hexagon Capital Partners
Arkansas
$416K -$29.8K -129 -7%
CRIG
1973
Charter Research & Investment Group
Connecticut
$416K
SNB
1974
Security National Bank
Nebraska
$416K
WCF
1975
West Coast Financial
California
$413K +$1.16K +5 +0.3%