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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 %
HCC
801
Hirtle Callaghan & Co
Pennsylvania
$4.4M +$157K +596 +4%
APP
802
Avantax Planning Partners
Iowa
$4.39M +$40.8K +155 +0.9%
SC
803
SouthState Corp
Florida
$4.38M -$601K -2,280 -12%
PWP
804
Private Wealth Partners
California
$4.38M +$987K +3,746 +29%
PPW
805
Parcion Private Wealth
Washington
$4.38M -$727K -2,759 -14%
NSEDCP
806
NJ State Employees Deferred Compensation Plan
New Jersey
$4.35M
LG
807
LaFleur & Godfrey
Michigan
$4.35M -$211K -800 -5%
ST
808
Spinnaker Trust
Maine
$4.34M +$1.85K +7 +0%
CB
809
Community Bank
New York
$4.32M -$111K -420 -2%
RFM
810
Royal Fund Management
Florida
$4.32M +$222K +843 +5%
RMDI
811
R.M. Davis Inc
Maine
$4.31M +$83.8K +318 +2%
TPA
812
Trivium Point Advisory
Connecticut
$4.31M +$77.9K +289 +2%
DWA
813
Douglass Winthrop Advisors
New York
$4.29M
TNBTD
814
Trustmark National Bank Trust Department
Mississippi
$4.28M -$85.1K -323 -2%
CFG
815
Citizens Financial Group
Rhode Island
$4.26M -$163K -620 -4%
AWM
816
Axxcess Wealth Management
California
$4.25M +$1.12M +4,243 +36%
GIA
817
Gladstone Institutional Advisory
Florida
$4.23M -$2.34M -8,877 -36%
TCA
818
Transcend Capital Advisors
New Jersey
$4.23M -$314K -1,193 -7%
LTI
819
Laffer Tengler Investments
Tennessee
$4.22M +$643K +2,441 +18%
WAOTB
820
Wealth Advisors of Tampa Bay
Florida
$4.21M +$28.2K +107 +0.7%
JIP
821
Jaffetilchin Investment Partners
Florida
$4.21M +$40.3K +153 +1%
MC
822
Moors & Cabot
Massachusetts
$4.2M +$336K +1,275 +9%
FWP
823
FAS Wealth Partners
Kansas
$4.17M +$187K +709 +5%
CT
824
Coastline Trust
Rhode Island
$4.17M +$317K +1,204 +8%
PA
825
Profund Advisors
Maryland
$4.15M +$37.4K +142 +0.9%