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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 %
AWAP
1951
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$431K +$44.4K +184 +11%
CAC
1952
Certified Advisory Corp
Florida
$430K +$19.8K +82 +5%
MME
1953
Meag Munich Ergo
Germany
$429K -$4.96M -20,584 -92%
CL
1954
COWA LLC
Oklahoma
$429K -$11.5K -1,053 -3%
SGK
1955
Steigerwald Gordon & Koch
Virginia
$429K +$241 +1 +0.1%
RWA
1956
Redhawk Wealth Advisors
Minnesota
$427K -$107K -446 -20%
CPC
1957
Consolidated Planning Corp
Georgia
$427K +$14.2K +59 +3%
SWP
1958
Strategic Wealth Partners
Ohio
$425K -$300K -1,244 -41%
FWM
1959
Fairhaven Wealth Management
Illinois
$425K
CAM
1960
Campion Asset Management
Virginia
$425K
MW
1961
Marks Wealth
Maryland
$424K
VFA
1962
Voya Financial Advisors
Connecticut
$423K +$72.6K +297 +21%
SAM
1963
Shikiar Asset Management
New York
$422K
EBSAM
1964
Eubel Brady & Suttman Asset Management
Ohio
$422K +$12.8K +53 +3%
GA
1965
Geller Advisors
New York
$419K -$220K -912 -34%
PC
1966
Port Capital
Illinois
$419K
BOS
1967
Bank of Stockton
California
$418K -$44.6K -185 -10%
FAN
1968
Financial Advisors Network
California
$418K +$12.8K +51 +3%
KWP
1969
Keystone Wealth Partners
Arizona
$418K +$54.2K +225 +15%
FHC
1970
First Heartland Consultants
Missouri
$417K -$165K -683 -28%
HR
1971
Howe & Rusling
New York
$417K +$482 +2 +0.1%
WA
1972
WealthTrust Axiom
Pennsylvania
$416K -$481 -2 -0.1%
WIA
1973
World Investment Advisors
California
$416K +$13.5K +56 +3%
GQG Partners
1974
GQG Partners
Florida
$416K +$108K +449 +35%
ML
1975
McAdam LLC
Pennsylvania
$415K -$6.76K -28 -2%