MCD icon

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 %
IA
2251
IFG Advisors
Missouri
$225K
GF
2252
Gries Financial
Ohio
$225K +$225K +978 New
WTFG
2253
Wells Trecaso Financial Group
Ohio
$224K
DDPIC
2254
Deroy & Devereaux Private Investment Counsel
Michigan
$224K
WA
2255
Wealth Advisors
California
$224K
CCM
2256
Chilton Capital Management
Texas
$224K +$3.36K +15 +2%
RWA
2257
RGT Wealth Advisors
Texas
$224K +$8.51K +38 +4%
FCMC
2258
Founders Capital Management (Connecticut)
Connecticut
$224K +$224K +1,000 New
MFW
2259
Meristem Family Wealth
Minnesota
$223K -$176K -789 -44%
EIA
2260
Eastover Investment Advisors
North Carolina
$223K -$5.83K -26 -3%
AA
2261
Alesco Advisors
New York
$223K
CWM
2262
Campbell Wealth Management
Virginia
$223K +$674 +3 +0.3%
BFWA
2263
Benchmark Financial Wealth Advisors
Florida
$222K -$42.9K -191 -16%
NCM
2264
Northwest Capital Management
Oregon
$222K +$672 +3 +0.3%
SEP
2265
Southland Equity Partners
Missouri
$221K +$2.24K +10 +1%
ABTD
2266
Arvest Bank Trust Division
Oklahoma
$220K -$17.5K -78 -7%
FFIC
2267
First Fiduciary Investment Counsel
Ohio
$220K
LWP
2268
Lumature Wealth Partners
Georgia
$220K +$220K +983 New
NFG
2269
Northeast Financial Group
Pennsylvania
$219K
AFS
2270
Axiom Financial Strategies
Indiana
$219K -$3.14K -14 -1%
GIM
2271
Groesbeck Investment Management
New Jersey
$219K
NCM
2272
Nelson Capital Management
California
$218K -$125K -559 -37%
LOPW
2273
Live Oak Private Wealth
North Carolina
$218K -$15.5K -69 -7%
RI
2274
RWWM Inc
California
$217K
EA
2275
Eclectic Associates
California
$217K +$217K +970 New