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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 %
TCM
1976
Tradewinds Capital Management
Washington
$413K
FI
1977
Financial Insights
Washington
$413K +$1.93K +8 +0.5%
DOA
1978
D'Orazio & Associates
Virginia
$412K +$109K +451 +36%
TI
1979
tru Independence
Oregon
$412K +$412K +1,709 New
FI
1980
Fosun International
China
$410K
YWP
1981
YorkBridge Wealth Partners
New York
$410K
TC
1982
Toews Corporation
New Jersey
$410K +$410K +1,700 New
CWP
1983
Concord Wealth Partners
Virginia
$409K -$349K -1,449 -46%
CMA
1984
Cedar Mountain Advisors
Oregon
$409K -$9.89K -41 -2%
C
1985
Certuity
Florida
$409K +$66.8K +277 +20%
NCM
1986
Novare Capital Management
North Carolina
$408K -$4.83K -20 -1%
SFP
1987
Sandbox Financial Partners
Maryland
$408K +$1.45K +6 +0.4%
BWM
1988
BCS Wealth Management
Tennessee
$408K +$3.37K +14 +0.8%
SAG
1989
Spotlight Asset Group
Illinois
$407K -$53.6K -222 -12%
F
1990
F3Logic
Minnesota
$407K -$4.33K -18 -1%
WA
1991
Wealth Architects
California
$407K +$22.9K +95 +6%
AA
1992
ALPS Advisors
Colorado
$406K +$62.8K +260 +18%
EL
1993
Essex LLC
Illinois
$406K +$406K +1,682 New
ECM
1994
Estabrook Capital Management
New York
$406K
SIS
1995
Sound Income Strategies
Florida
$405K -$180K -745 -31%
OIS
1996
Okabena Investment Services
Minnesota
$405K
RCG
1997
Rock Creek Group
District of Columbia
$404K -$74.7K -310 -16%
SAM
1998
Summit Asset Management
Tennessee
$403K -$6.03K -25 -1%
OCM
1999
One Capital Management
California
$403K -$722 -3 -0.2%
HC
2000
Hamilton Capital
Ohio
$402K +$120K +496 +42%