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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 %
SMG
2051
Spectrum Management Group
Indiana
$366K +$46.1K +191 +14%
MSCM
2052
McElhenny Sheffield Capital Management
Texas
$365K +$365K +1,515 New
PCM
2053
Poehling Capital Management
Wisconsin
$364K +$241 +1 +0.1%
BAM
2054
Beaumont Asset Management
Texas
$363K -$12.5K -52 -3%
AIA
2055
Angeles Investment Advisors
California
$363K +$33.8K +140 +10%
OPWM
2056
Oxinas Partners Wealth Management
Indiana
$362K -$26.5K -110 -7%
WOC
2057
West Oak Capital
California
$362K
BCM
2058
Bienville Capital Management
New York
$362K
TF
2059
Trek Financial
Arizona
$360K -$482 -2 -0.1%
FPGK
2060
Financial Partners Group (Kansas)
Kansas
$360K +$241 +1 +0.1%
LDFR
2061
Lehman & Derafelo Financial Resources
Pennsylvania
$359K -$20K -83 -5%
CG
2062
Clarus Group
Texas
$358K +$964 +4 +0.3%
TCM
2063
Tuttle Capital Management
Connecticut
$358K +$358K +1,484 New
CIP
2064
Convergence Investment Partners
Florida
$357K -$10.6K -44 -3%
MKC
2065
M. Kraus & Co
Vermont
$357K +$723 +3 +0.2%
FB
2066
First Bancorp
Maine
$355K +$355K +1,474 New
FCCM
2067
First City Capital Management
Georgia
$354K +$17.6K +73 +5%
LJAC
2068
L.J. Altfest & Co
New York
$353K -$23.9K -99 -6%
RF
2069
RHS Financial
California
$353K -$724 -3 -0.2%
FMTC
2070
Farmers & Merchants Trust Company
California
$353K
KCA
2071
Karn Couzens & Associates
Connecticut
$353K
QPWM
2072
Quadrant Private Wealth Management
Pennsylvania
$352K -$13.5K -56 -4%
OPCM
2073
Osborne Partners Capital Management
California
$351K -$4.82K -20 -1%
DJYG
2074
David J. Yvars Group
Florida
$351K
B
2075
Brightworth
Georgia
$349K +$30.3K +126 +10%