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McDonald's

2,485 hedge funds and large institutions have $113B invested in McDonald's in 2021 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 1,048 increasing their positions, 946 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,485
Holders Change
+32
Holders Change %
+1.3%
% of All Funds
43.76%
Holding in Top 10
61
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+3.39%
% of All Funds
1.07%
New
154
Increased
1,048
Reduced
946
Closed
95
Calls
$1.57B
Puts
$1.65B
Net Calls
-$85.2M
Net Calls Change
+$636M
Name Holding Trade Value Shares
Change
Shares
Change %
CF
2226
Clarity Financial
Texas
$241K +$241K +1,076 New
HWM
2227
Hemington Wealth Management
Virginia
$240K +$240K +1,070 New
LJHT
2228
Laurie J. Hall Trustee
$239K
SAM
2229
Satovsky Asset Management
New York
$239K +$1.35K +6 +0.6%
HC
2230
Hamilton Capital
Ohio
$239K +$13K +58 +6%
SIC
2231
Sigma Investment Counselors
Michigan
$238K +$238K +1,062 New
CPA
2232
Capital Planning Advisors
California
$237K -$172K -768 -42%
LB
2233
Leo Brokerage
Texas
$237K -$47.3K -211 -17%
OPA
2234
Old Port Advisors
Maine
$237K -$16.4K -73 -6%
PAMP
2235
Polar Asset Management Partners
Ontario, Canada
$236K -$144K -645 -38%
ME
2236
McIlrath & Eck
Washington
$236K -$25.5K -114 -10%
MWM
2237
Madison Wealth Management
Ohio
$236K -$10.1K -45 -4%
QWM
2238
QP Wealth Management
New Jersey
$236K
BWM
2239
BNC Wealth Management
Oregon
$236K
PFA
2240
Plotkin Financial Advisors
Maryland
$235K -$54.5K -243 -19%
GSC
2241
Ground Swell Capital
South Carolina
$234K +$234K +1,043 New
TIA
2242
Traphagen Investment Advisors
New Jersey
$233K -$5.6K -25 -2%
NEPPG
2243
New England Professional Planning Group
Rhode Island
$233K +$14.5K +62 +7%
RW
2244
REDW Wealth
New Mexico
$231K
CWM
2245
Cahaba Wealth Management
Georgia
$231K +$21.2K +95 +10%
SHWM
2246
Smith & Howard Wealth Management
Georgia
$230K
MC
2247
Middleton & Co
Massachusetts
$228K -$118K -525 -34%
HWA
2248
Heartwood Wealth Advisors
Virginia
$227K +$227K +1,013 New
DWM
2249
Dakota Wealth Management
Florida
$225K -$1.14M -5,105 -84%
PAM
2250
Peak Asset Management
Colorado
$225K