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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 %
HCP
2176
Holt Capital Partners
Texas
$277K
SRC
2177
Sage Rhino Capital
California
$277K +$241 +1 +0.1%
PFA
2178
Plotkin Financial Advisors
Maryland
$277K
GWAM
2179
Guardian Wealth Advisors (Minnesota)
Minnesota
$276K -$1.21K -5 -0.4%
OAM
2180
Occidental Asset Management
California
$276K
HSWM
2181
Hubbell Strickland Wealth Management
Louisiana
$276K +$483 +2 +0.2%
SW
2182
StrongBox Wealth
Missouri
$275K -$25.3K -105 -8%
MTC
2183
McDaniel Terry & Co
Texas
$275K
STA
2184
Summit Trail Advisors
New York
$275K +$275K +1,139 New
AIM
2185
Arcadia Investment Management
Michigan
$274K
PIFP
2186
Partners in Financial Planning
Virginia
$272K +$1.69K +7 +0.6%
SG
2187
Swarthmore Group
Pennsylvania
$272K
CCM
2188
Chilton Capital Management
Texas
$272K
EWA
2189
ERTS Wealth Advisors
Michigan
$272K +$2.89K +12 +1%
SEP
2190
Southland Equity Partners
Missouri
$270K +$28.5K +118 +12%
IA
2191
IFG Advisors
Missouri
$268K +$482 +2 +0.2%
FWM
2192
Focused Wealth Management
New York
$268K +$1.21K +5 +0.5%
ACM
2193
Ategra Capital Management
Virginia
$267K
CISOA
2194
Capital Investment Services of America
Wisconsin
$267K
MCA
2195
Magnolia Capital Advisors
Mississippi
$267K +$51.4K +213 +24%
PIA
2196
Perennial Investment Advisors
California
$266K +$242 +1 +0.1%
MPW
2197
Monterey Private Wealth
California
$266K +$10.6K +43 +4%
GF
2198
Gries Financial
Ohio
$266K +$29.9K +124 +13%
FM
2199
Family Management
New York
$265K -$434K -1,800 -62%
BCB
2200
Brian C. Broderick
$265K