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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 %
BFW
901
Brady Family Wealth
Missouri
$3.81M -$85K -304 -2%
MIM
902
Marco Investment Management
Georgia
$3.8M +$10.9K +39 +0.3%
SWA
903
Sutton Wealth Advisors
Florida
$3.79M -$278K -994 -7%
WC
904
Weil Company
California
$3.79M +$3.57M +12,782 +1,680%
RPC
905
Rossmore Private Capital
Connecticut
$3.78M -$66.8K -239 -2%
MWM
906
Modera Wealth Management
New Jersey
$3.77M +$239K +855 +7%
CPIG
907
Chicago Partners Investment Group
Illinois
$3.76M +$87.4K +298 +2%
VCP
908
Verus Capital Partners
Arizona
$3.76M +$311K +1,111 +9%
FNBTCON
909
First National Bank & Trust Co of Newtown
Pennsylvania
$3.75M -$16.8K -60 -0.4%
ISB
910
Iowa State Bank
Iowa
$3.74M -$1.27M -4,559 -25%
WT
911
Washington Trust
Rhode Island
$3.72M +$101K +360 +3%
CBB
912
Citizens Business Bank
California
$3.72M -$178K -638 -5%
HT
913
Heritage Trust
Oklahoma
$3.72M
HNW
914
High Note Wealth
Minnesota
$3.71M
DCM
915
Delta Capital Management
New Jersey
$3.71M -$16.8K -60 -0.5%
ACM
916
AlphaStar Capital Management
North Carolina
$3.69M -$6.25M -22,358 -63%
RMCM
917
Reynders McVeigh Capital Management
Massachusetts
$3.69M -$24.9K -89 -0.7%
WJWM
918
Williams Jones Wealth Management
New York
$3.69M +$89.5K +320 +2%
LSAG
919
Lake Street Advisors Group
New Hampshire
$3.67M +$467K +1,669 +15%
JCM
920
Jacobi Capital Management
Pennsylvania
$3.66M +$207K +741 +6%
CAM
921
Carret Asset Management
New York
$3.63M -$173K -618 -5%
MSAM
922
Moloney Securities Asset Management
Missouri
$3.63M +$69.1K +247 +2%
GIP
923
Greatmark Investment Partners
Georgia
$3.62M -$226K -808 -6%
SCM
924
Shelton Capital Management
Colorado
$3.62M +$2.31M +8,244 +175%
FFWA
925
FRG Family Wealth Advisors
Washington
$3.62M -$69.9K -250 -2%