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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 %
HSWM
1976
Hubbell Strickland Wealth Management
Louisiana
$287K +$439 +2 +0.2%
JAM
1977
Jupiter Asset Management
United Kingdom
$287K +$287K +1,307 New
BFIC
1978
Bedell Frazier Investment Counselling
California
$286K
LIA
1979
LBMC Investment Advisors
Tennessee
$285K +$877 +4 +0.3%
DOA
1980
D'Orazio & Associates
Virginia
$285K +$1.54K +7 +0.5%
BA
1981
Ballast Advisors
Minnesota
$284K
MF
1982
Manchester Financial
California
$284K +$167K +759 +142%
GFP
1983
Gryphon Financial Partners
Ohio
$284K +$284K +1,288 New
5L
1984
55I LLC
Massachusetts
$284K +$284K +1,295 New
HFBOT
1985
Home Federal Bank of Tennessee
Tennessee
$283K -$12.1K -55 -4%
SFWA
1986
Summit Financial Wealth Advisors
Louisiana
$283K -$5.32K -25 -2%
BP
1987
Broadleaf Partners
Ohio
$282K -$1.1K -5 -0.4%
PMG
1988
Private Management Group
California
$282K
TC
1989
Tatro Capital
Kentucky
$282K +$8.56K +39 +3%
FC
1990
Forte Capital
New York
$281K -$44.4K -202 -14%
ZF
1991
Zhang Financial
Michigan
$281K
TF
1992
TimeScale Financial
Massachusetts
$281K +$130K +594 +86%
Financial Engines Advisors
1993
Financial Engines Advisors
California
$281K +$281K +1,279 New
SC
1994
Slow Capital
California
$280K -$27.9K -127 -9%
AAM
1995
Autus Asset Management
Arizona
$280K
WIM
1996
Wittenberg Investment Management
Massachusetts
$280K
SMG
1997
Spectrum Management Group
Indiana
$279K +$24.8K +113 +10%
KC
1998
Kingfisher Capital
North Carolina
$278K -$203K -926 -42%
MGIA
1999
Matthew Goff Investment Advisor
Texas
$277K
MKC
2000
M. Kraus & Co
Vermont
$277K +$11.4K +52 +4%