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McDonald's

2,909 hedge funds and large institutions have $141B invested in McDonald's in 2022 Q4 according to their latest regulatory filings, with 353 funds opening new positions, 1,106 increasing their positions, 1,088 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,909
Holders Change
+225
Holders Change %
+8.38%
% of All Funds
46.93%
Holding in Top 10
107
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.94%
% of All Funds
1.73%
New
353
Increased
1,106
Reduced
1,088
Closed
72
Calls
$2.22B
Puts
$2.4B
Net Calls
-$184M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Shares
Change %
BCB
2576
Brian C. Broderick
$250K
OPPS
2577
Obsidian Personal Planning Solutions
Maryland
$250K +$250K +947 New
CCA
2578
Cora Capital Advisors
New Jersey
$249K +$249K +947 New
VV
2579
Verity & Verity
South Carolina
$249K +$249K +943 New
HIG
2580
Heritage Investment Group
Florida
$248K -$26.4K -100 -10%
ISL
2581
Ingalls & Snyder LLC
New York
$248K
NRI
2582
NFP Retirement Inc
California
$247K -$11.6K -44 -4%
MC
2583
Middleton & Co
Massachusetts
$245K
WAM
2584
WFA Asset Management
Wisconsin
$244K -$2.37K -9 -1%
NAG
2585
Northstar Advisory Group
New Jersey
$244K
PAM
2586
Peak Asset Management
Colorado
$244K
BEC
2587
Blue Edge Capital
Virginia
$244K
PP
2588
Pegasus Partners
Wisconsin
$242K -$35.3K -134 -13%
P
2589
Palladiem
Pennsylvania
$242K
RWB
2590
RMR Wealth Builders
New Jersey
$242K -$43.2K -164 -15%
RIM
2591
RW Investment Management
Idaho
$241K +$241K +916 New
GCM
2592
Greenland Capital Management
New York
$241K +$241K +916 New
SB
2593
Sunflower Bank
Texas
$241K -$299K -1,137 -55%
SHWM
2594
Smith & Howard Wealth Management
Georgia
$240K
KBFS
2595
Kohmann Bosshard Financial Services
Ohio
$240K +$240K +910 New
MF
2596
Montis Financial
Massachusetts
$240K -$1.85K -7 -0.8%
FVWA
2597
Foster Victor Wealth Advisors
South Carolina
$240K +$240K +889 New
KA
2598
Kooman & Associates
Pennsylvania
$238K +$238K +905 New
CWM
2599
Cabot Wealth Management
Massachusetts
$238K -$169K -642 -42%
MCA
2600
Magnolia Capital Advisors
Mississippi
$238K -$10.8K -41 -4%