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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 %
OL
2226
Optas LLC
Texas
$256K +$30.3K +126 +13%
CIM
2227
Chiron Investment Management
New York
$256K +$256K +1,060 New
IMOV
2228
Investment Management of Virginia
Virginia
$255K
PWM
2229
Prentice Wealth Management
New York
$255K +$1.69K +7 +0.7%
CPA
2230
Capital Planning Advisors
California
$254K -$2.89K -12 -1%
QWM
2231
QP Wealth Management
New Jersey
$254K
BMA
2232
Brooks Moore & Associates
Tennessee
$253K -$14K -58 -5%
SC
2233
Skylands Capital
Wisconsin
$253K
TIA
2234
Traphagen Investment Advisors
New Jersey
$251K +$241 +1 +0.1%
RCM
2235
Regency Capital Management
Hawaii
$251K +$2.42K +10 +1%
KFA
2236
Krane Funds Advisors
New York
$249K -$421K -1,745 -63%
RW
2237
REDW Wealth
New Mexico
$249K
ICP
2238
Interchange Capital Partners
Pennsylvania
$249K
NOI
2239
Newton One Investments
Delaware
$248K +$723 +3 +0.3%
EBA
2240
Eagle Bay Advisors
New York
$248K +$89.6K +375 +57%
SHWM
2241
Smith & Howard Wealth Management
Georgia
$247K
IWA
2242
Intercontinental Wealth Advisors
Texas
$247K +$2.41K +10 +1%
SRC
2243
Shufro Rose & Co
New York
$246K +$246K +1,022 New
WAS
2244
Wealth Advisory Solutions
Indiana
$245K +$6.02K +25 +3%
SB
2245
Strategic Blueprint
Georgia
$245K +$6.28K +26 +3%
LWP
2246
Lumature Wealth Partners
Georgia
$245K +$12.1K +50 +5%
MC
2247
Middleton & Co
Massachusetts
$244K -$3.61K -15 -1%
HWA
2248
Heartwood Wealth Advisors
Virginia
$244K
MWM
2249
Mascoma Wealth Management
New Hampshire
$243K +$29.4K +122 +14%
LB
2250
Leo Brokerage
Texas
$242K -$5.55K -23 -2%