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McDonald's

2,931 hedge funds and large institutions have $140B invested in McDonald's in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,209 increasing their positions, 1,136 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,931
Holders Change
+22
Holders Change %
+0.76%
% of All Funds
46.91%
Holding in Top 10
119
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.21%
% of All Funds
1.9%
New
184
Increased
1,209
Reduced
1,136
Closed
97
Calls
$1.93B
Puts
$1.92B
Net Calls
+$15.1M
Net Calls Change
+$199M
Name Holding Trade Value Shares
Change
Shares
Change %
NGA
776
Naples Global Advisors
Florida
$5M -$71.3K -255 -1%
NP
777
Nilsine Partners
Colorado
$4.99M +$4.99M +17,850 New
BC
778
Burney Company
Virginia
$4.99M -$120K -428 -2%
BP
779
Ballentine Partners
Massachusetts
$4.98M +$1.38M +4,946 +38%
Empower Advisory Group
780
Empower Advisory Group
Colorado
$4.97M +$4.97M +17,629 New
RBA
781
Richard Bernstein Advisors
New York
$4.97M
KHCM
782
Kettle Hill Capital Management
New York
$4.97M +$4.97M +17,766 New
ET
783
Equitable Trust
Tennessee
$4.96M +$1.02M +3,639 +26%
AOWM
784
Alpha Omega Wealth Management
Virginia
$4.94M -$121K -434 -2%
ACM
785
Aquatic Capital Management
Illinois
$4.92M -$23.5M -84,200 -83%
CIC
786
Crawford Investment Counsel
Georgia
$4.92M -$185K -661 -4%
QIM
787
Quantitative Investment Management
Virginia
$4.91M +$4.91M +17,572 New
JWCA
788
J.W. Cole Advisors
Florida
$4.91M +$188K +672 +4%
PA
789
PFG Advisors
Arizona
$4.9M -$229K -819 -4%
USAA
790
United Services Automobile Association
Texas
$4.9M -$45.8M -163,847 -90%
FPB
791
First PREMIER Bank
South Dakota
$4.89M -$16.8K -60 -0.3%
MA
792
Mutual Advisors
Nebraska
$4.89M -$16.5K -59 -0.3%
PPW
793
Parcion Private Wealth
Washington
$4.89M +$242K +864 +5%
EI
794
Ethic Inc
New York
$4.87M -$513K -1,834 -10%
Impax Asset Management Group
795
Impax Asset Management Group
United Kingdom
$4.87M -$240K -858 -5%
SAM
796
Shell Asset Management
Netherlands
$4.85M +$21.3K +76 +0.4%
WA
797
WBH Advisory
Maryland
$4.83M +$4.83M +17,283 New
VWM
798
Valley Wealth Managers
New Jersey
$4.83M -$84.7K -303 -2%
DWM
799
Dorchester Wealth Management
Quebec, Canada
$4.82M +$628K +2,245 +15%
FPFS
800
First Personal Financial Services
North Carolina
$4.82M -$477K -1,706 -9%