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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 %
YWP
2001
YorkBridge Wealth Partners
New York
$393K
CAC
2002
Certified Advisory Corp
Florida
$393K +$5.78K +25 +1%
OFW
2003
Omnia Family Wealth
Florida
$392K +$8.79K +38 +2%
SC
2004
Sepio Capital
Utah
$392K +$15.9K +69 +4%
SAM
2005
Summit Asset Management
Tennessee
$391K +$923 +4 +0.2%
SFP
2006
Sandbox Financial Partners
Maryland
$389K +$8.09K +35 +2%
SPWG
2007
Sage Private Wealth Group
Illinois
$389K +$16.2K +70 +4%
AG
2008
AIA Group
Hong Kong
$389K +$99.4K +433 +34%
ECM
2009
Estabrook Capital Management
New York
$389K
BWM
2010
BCS Wealth Management
Tennessee
$388K -$19.6K -85 -5%
OIS
2011
Okabena Investment Services
Minnesota
$388K +$388K +1,680 New
FI
2012
Fosun International
China
$387K -$2.05M -8,920 -84%
OCM
2013
One Capital Management
California
$387K
WIA
2014
World Investment Advisors
California
$386K +$1.62K +7 +0.4%
GAG
2015
GM Advisory Group
New York
$383K
EBT
2016
Enterprise Bank & Trust
Massachusetts
$382K
GAM
2017
Gemmer Asset Management
California
$382K +$3.23K +14 +0.9%
FA
2018
Fiducient Advisors
Illinois
$381K -$660K -2,860 -63%
EBSAM
2019
Eubel Brady & Suttman Asset Management
Ohio
$380K -$380K -1,696 -50%
GAB
2020
German American Bancorp
Indiana
$379K -$5.51M -23,871 -94%
TGAM
2021
TBH Global Asset Management
Tennessee
$379K +$231 +1 +0.1%
BIC
2022
Beach Investment Counsel
Pennsylvania
$378K
AWM
2023
Atticus Wealth Management
Florida
$377K +$462 +2 +0.1%
BS
2024
Bessemer Securities
New York
$375K
TFM
2025
TFC Financial Management
Massachusetts
$375K