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McDonald's

2,989 hedge funds and large institutions have $150B invested in McDonald's in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 1,147 increasing their positions, 1,249 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,989
Holders Change
+58
Holders Change %
+1.98%
% of All Funds
47.14%
Holding in Top 10
124
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.2%
% of All Funds
1.96%
New
174
Increased
1,147
Reduced
1,249
Closed
88
Calls
$2.62B
Puts
$1.83B
Net Calls
+$795M
Net Calls Change
+$780M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2626
McDonough Capital Management
Florida
$276K +$10.4K +35 +4%
AT
2627
Avalon Trust
New Mexico
$275K
PP
2628
Pegasus Partners
Wisconsin
$274K
BTIM
2629
BancFirst Trust & Investment Management
Oklahoma
$274K +$26.5K +90 +11%
JF
2630
Joule Financial
Kentucky
$274K +$20K +67 +8%
P
2631
Palladiem
Pennsylvania
$274K
LSA
2632
Lion Street Advisors
Texas
$273K +$273K +1,112 New
RIM
2633
RW Investment Management
Idaho
$273K
CA
2634
Cambridge Advisors
Nebraska
$273K -$23.3K -78 -8%
LWM
2635
Liberty Wealth Management
California
$273K -$361K -1,212 -57%
SHWM
2636
Smith & Howard Wealth Management
Georgia
$272K
HCA
2637
Horan Capital Advisors
Ohio
$270K
CWM
2638
Cabot Wealth Management
Massachusetts
$270K
NC
2639
NinePointTwo Capital
California
$270K
BCM
2640
Brooktree Capital Management
Michigan
$270K -$74.6K -250 -22%
BHWM
2641
Bay Harbor Wealth Management
Maryland
$270K +$270K +904 New
CIA
2642
Compass Ion Advisors
Pennsylvania
$270K +$5.08K +17 +2%
BWCS
2643
Beirne Wealth Consulting Services
Connecticut
$269K
CWC
2644
Carolinas Wealth Consulting
North Carolina
$269K -$1.28K -99 -0.5%
FFIC
2645
First Fiduciary Investment Counsel
Ohio
$269K
FPCP
2646
Fort Point Capital Partners
California
$269K +$269K +901 New
SHFP
2647
Second Half Financial Partners
Florida
$269K +$269K +901 New
IGWM
2648
ICA Group Wealth Management
Colorado
$269K -$1.01M -3,396 -79%
KA
2649
Kooman & Associates
Pennsylvania
$269K +$1.79K +6 +0.7%
Harris Associates
2650
Harris Associates
Illinois
$269K +$269K +900 New