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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 %
SMA
2076
Sage Mountain Advisors
Georgia
$349K +$97.3K +404 +39%
AIFAIM
2077
American Institute for Advanced Investment Management
Arizona
$348K
CWM
2078
Connecticut Wealth Management
Connecticut
$348K +$11.1K +46 +3%
MWP
2079
Meridian Wealth Partners
Pennsylvania
$348K +$46.6K +193 +15%
MA
2080
MONECO Advisors
Connecticut
$346K +$7.95K +33 +2%
HFP
2081
Holistic Financial Partners
Indiana
$345K
EI
2082
Ellevest Inc
New York
$344K -$27.3K -113 -7%
FAM
2083
Flaharty Asset Management
Florida
$344K +$13.3K +55 +4%
RTC
2084
Riverview Trust Company
Washington
$344K +$77.3K +321 +29%
SF
2085
Symphony Financial
Texas
$343K -$77K -315 -18%
KP
2086
Keel Point
Alabama
$343K +$13.2K +55 +4%
SCM
2087
Southport Capital Management
Tennessee
$341K -$951K -3,945 -74%
MCP
2088
Mirador Capital Partners
California
$341K -$2.41K -10 -0.7%
KIC
2089
Keating Investment Counselors
Florida
$341K
SEM
2090
Suncoast Equity Management
Florida
$341K +$1.21K +5 +0.4%
FC
2091
Ferris Capital
Massachusetts
$340K +$340K +1,359 New
AMC
2092
Asset Management Corp
Illinois
$339K +$4.1K +17 +1%
EFG
2093
Everhart Financial Group
Ohio
$338K -$3.14K -13 -0.9%
LBA
2094
Lowell Blake & Associates
Massachusetts
$336K -$33.5K -139 -9%
MGIA
2095
Matthew Goff Investment Advisor
Texas
$336K
SWMP
2096
Signature Wealth Management Partners
New Jersey
$335K +$29K +120 +9%
AWS
2097
Arkfeld Wealth Strategies
Nebraska
$334K -$6.19K -25 -2%
KFS
2098
Kelly Financial Services
Massachusetts
$334K -$76.5M -317,295 -100%
AA
2099
Advisory Alpha
Michigan
$333K +$13.3K +55 +4%
SHGA
2100
Sand Hill Global Advisors
California
$331K -$36.6K -152 -10%