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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 %
CISOA
2051
Capital Investment Services of America
Wisconsin
$243K
APWM
2052
Atlas Private Wealth Management
New York
$243K +$107K +486 +78%
BCB
2053
Brian C. Broderick
$242K -$88K -400 -27%
AWM
2054
Adams Wealth Management
Utah
$241K -$206K -938 -46%
MWM
2055
Madison Wealth Management
Ohio
$241K
Capstone Investment Advisors
2056
Capstone Investment Advisors
New York
$240K +$240K +1,092 New
KMWM
2057
Keudell/Morrison Wealth Management
Oregon
$239K -$21K -96 -8%
ACG
2058
Allen Capital Group
Nebraska
$238K +$238K +1,046 New
OPA
2059
Old Port Advisors
Maine
$237K +$237K +1,081 New
NCM
2060
Northwest Capital Management
Oregon
$236K +$236K +1,075 New
OAM
2061
Oberweis Asset Management
Illinois
$234K +$234K +1,068 New
SFG
2062
Sunburst Financial Group
Alabama
$233K +$233K +1,060 New
LJHT
2063
Laurie J. Hall Trustee
$233K +$233K +1,065 New
PVWM
2064
Point View Wealth Management
New Jersey
$232K -$9.42K -43 -4%
SBL
2065
Sargent Bickham Lagudis
Colorado
$232K +$122K +555 +110%
QWM
2066
QP Wealth Management
New Jersey
$232K +$232K +1,055 New
VAG
2067
VisionPoint Advisory Group
Texas
$231K -$68.4K -312 -23%
NWM
2068
Northwest Wealth Management
Iowa
$231K +$231K +1,051 New
BWM
2069
BNC Wealth Management
Oregon
$231K +$231K +1,054 New
IMOV
2070
Investment Management of Virginia
Virginia
$230K -$44K -200 -16%
CWM
2071
Campbell Wealth Management
Virginia
$230K -$9.46K -43 -4%
MA
2072
MONECO Advisors
Connecticut
$230K +$230K +1,049 New
ABTD
2073
Arvest Bank Trust Division
Oklahoma
$229K +$229K +1,040 New
KFS
2074
Kelly Financial Services
Massachusetts
$229K +$439 +2 +0.2%
TIA
2075
Traphagen Investment Advisors
New Jersey
$228K -$12.3K -56 -5%