MCD icon

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 %
MPW
2076
Monterey Private Wealth
California
$228K +$228K +1,038 New
SAM
2077
Sawgrass Asset Management
Florida
$228K +$228K +1,038 New
PFA
2078
Plotkin Financial Advisors
Maryland
$227K +$227K +1,035 New
FWM
2079
Focused Wealth Management
New York
$227K -$36.9K -168 -14%
PAM
2080
Peak Asset Management
Colorado
$226K +$226K +1,029 New
RW
2081
REDW Wealth
New Mexico
$226K +$226K +1,031 New
EIA
2082
Eastover Investment Advisors
North Carolina
$225K +$225K +1,023 New
SHWM
2083
Smith & Howard Wealth Management
Georgia
$225K +$225K +1,026 New
LOPW
2084
Live Oak Private Wealth
North Carolina
$223K -$34.6K -158 -13%
COI
2085
Connable Office Inc
Michigan
$223K +$223K +1,014 New
HC
2086
Hamilton Capital
Ohio
$222K -$62.4K -284 -22%
MWM
2087
Merriman Wealth Management
Washington
$222K -$55K -250 -20%
TCM
2088
Tuttle Capital Management
Connecticut
$222K +$222K +1,012 New
SB
2089
Sunflower Bank
Texas
$221K -$86.4K -394 -28%
IA
2090
IFG Advisors
Missouri
$221K +$221K +1,005 New
SFP
2091
Shepherd Financial Partners
Massachusetts
$221K +$221K +1,007 New
KPWG
2092
KFA Private Wealth Group
Virginia
$220K -$62.9K -286 -22%
WTFG
2093
Wells Trecaso Financial Group
Ohio
$220K +$220K +1,001 New
FAM
2094
Flaharty Asset Management
Florida
$220K +$220K +1,002 New
AAP
2095
Aristotle Atlantic Partners
Florida
$219K +$219K +1,000 New
DDPIC
2096
Deroy & Devereaux Private Investment Counsel
Michigan
$219K +$219K +1,000 New
SFG
2097
Sather Financial Group
Texas
$219K +$219K +1,001 New
AFS
2098
Axiom Financial Strategies
Indiana
$218K -$46.8K -213 -18%
AA
2099
Alesco Advisors
New York
$218K +$218K +994 New
WA
2100
Wealth Advisors
California
$217K