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McDonald's

2,517 hedge funds and large institutions have $116B invested in McDonald's in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 1,073 increasing their positions, 909 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,517
Holders Change
+32
Holders Change %
+1.29%
% of All Funds
43.94%
Holding in Top 10
51
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-16.39%
% of All Funds
0.89%
New
145
Increased
1,073
Reduced
909
Closed
82
Calls
$1.69B
Puts
$1.57B
Net Calls
+$117M
Net Calls Change
+$202M
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
2226
Keudell/Morrison Wealth Management
Oregon
$252K
NICM
2227
Neo Ivy Capital Management
New York
$252K +$252K +1,093 New
BFWA
2228
Benchmark Financial Wealth Advisors
Florida
$251K +$22.8K +99 +10%
WIA
2229
Wealthstreet Investment Advisors
Texas
$250K -$2.66M -11,548 -91%
FSC
2230
Full Sail Capital
Oklahoma
$250K -$78.6K -340 -24%
GM
2231
Granger Management
New York
$249K
OAM
2232
Oberweis Asset Management
Illinois
$249K +$692 +3 +0.3%
BWM
2233
BNC Wealth Management
Oregon
$249K +$5.99K +26 +2%
SAM
2234
Satovsky Asset Management
New York
$248K +$1.39K +6 +0.6%
FA
2235
Fermata Advisors
California
$248K +$248K +1,069 New
I
2236
INVST
Indiana
$247K -$23K -98 -9%
LJHT
2237
Laurie J. Hall Trustee
$246K
CPA
2238
Capital Planning Advisors
California
$246K +$2.08K +9 +0.9%
MWM
2239
Madison Wealth Management
Ohio
$246K +$2.31K +10 +0.9%
IMOV
2240
Investment Management of Virginia
Virginia
$244K -$15K -65 -6%
HWM
2241
Hemington Wealth Management
Virginia
$244K -$2.77K -12 -1%
QWM
2242
QP Wealth Management
New Jersey
$244K
SC
2243
Skylands Capital
Wisconsin
$243K -$46.3K -200 -16%
PWM
2244
Prentice Wealth Management
New York
$243K +$79.8K +345 +49%
ME
2245
McIlrath & Eck
Washington
$242K -$1.85K -8 -0.8%
NCM
2246
Northwest Capital Management
Oregon
$241K +$485 +2 +0.2%
SMA
2247
Sage Mountain Advisors
Georgia
$241K +$241K +1,045 New
TIA
2248
Traphagen Investment Advisors
New Jersey
$241K
MPW
2249
Monterey Private Wealth
California
$240K +$231 +1 +0.1%
RCM
2250
Regency Capital Management
Hawaii
$238K -$147K -636 -38%