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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 %
JBA
2026
Johnson Bixby & Associates
Washington
$373K
LAM
2027
LifePro Asset Management
California
$373K +$693 +3 +0.2%
FAN
2028
Financial Advisors Network
California
$373K +$40K +173 +12%
BWM
2029
BCGM Wealth Management
Indiana
$372K
OPWM
2030
Oxinas Partners Wealth Management
Indiana
$372K +$372K +1,611 New
AWAP
2031
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$371K +$5.09K +22 +1%
PCG
2032
Private Capital Group
Connecticut
$370K -$5.09K -22 -1%
AAM
2033
Autus Asset Management
Arizona
$370K -$3.47K -15 -0.9%
CS
2034
Cannell & Spears
New York
$370K
UF
2035
Univest Financial
Pennsylvania
$368K -$11.1K -48 -3%
WA
2036
Wealth Architects
California
$368K +$15.3K +66 +4%
MGWM
2037
Marks Group Wealth Management
Minnesota
$368K +$29.8K +128 +9%
LOAMU
2038
Lombard Odier Asset Management (USA)
New York
$366K +$366K +1,584 New
NG
2039
NatWest Group
United Kingdom
$365K
FFG
2040
Fortem Financial Group
California
$365K +$8.77K +38 +2%
BWP
2041
Bernardo Wealth Planning
Pennsylvania
$364K -$4.15K -18 -1%
PWA
2042
Physician Wealth Advisors
Utah
$364K -$2.39K -10 -0.7%
LDFR
2043
Lehman & Derafelo Financial Resources
Pennsylvania
$363K
TCBWMS
2044
Texas Capital Bank Wealth Management Services
Texas
$362K -$2.54K -11 -0.7%
JF
2045
JSF Financial
California
$362K +$8.77K +38 +2%
LJAC
2046
L.J. Altfest & Co
New York
$361K -$462 -2 -0.1%
CIC
2047
Chase Investment Counsel
Virginia
$361K
GHAM
2048
Gilman Hill Asset Management
Connecticut
$360K
PCM
2049
Princeton Capital Management
New Jersey
$360K +$923 +4 +0.3%
RWP
2050
Ridgecrest Wealth Partners
California
$360K +$15.7K +68 +5%