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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 %
PGA
1301
Portland Global Advisors
Maine
$1.76M -$140K -500 -7%
HCM
1302
Hodges Capital Management
Texas
$1.75M +$462K +2,116 +36%
IR
1303
IAT Reinsurance
New York
$1.75M
MC
1304
Martin & Co
Tennessee
$1.75M -$34.7K -124 -2%
IA
1305
IFP Advisors
Florida
$1.74M -$1M -9,881 -37%
SC
1306
Schulhoff & Co
Ohio
$1.74M
BAM
1307
Boyar Asset Management
New York
$1.74M
BCM
1308
Bayesian Capital Management
New York
$1.73M +$1.73M +6,200 New
PAMG
1309
Patton Albertson Miller Group
Tennessee
$1.73M +$12.6K +45 +0.7%
LWMM
1310
Legacy Wealth Management (Mississippi)
Mississippi
$1.73M
HSWM
1311
Hubbell Strickland Wealth Management
Louisiana
$1.73M -$214K -767 -11%
LCM
1312
Leisure Capital Management
California
$1.73M -$30.8K -110 -2%
AWM
1313
Aries Wealth Management
Maine
$1.73M -$23.5K -84 -1%
FIA
1314
Foundations Investment Advisors
Arizona
$1.73M +$386K +1,381 +29%
KIG
1315
Kowal Investment Group
Wisconsin
$1.73M +$76.3K +273 +5%
FWM
1316
Finer Wealth Management
Massachusetts
$1.72M +$41.9K +150 +2%
BHIA
1317
Birch Hill Investment Advisors
Massachusetts
$1.72M -$14K -50 -0.8%
FIM
1318
Fernwood Investment Management
Massachusetts
$1.71M +$76.3K +273 +5%
SFI
1319
Siemens Fonds Invest
Germany
$1.71M -$293K -1,049 -15%
WI
1320
Wintrust Investments
Illinois
$1.71M +$224K +802 +15%
SMC
1321
Smith, Moore & Co
Missouri
$1.7M +$41.7K +149 +3%
CAI
1322
Capital Advisors Inc
Oklahoma
$1.7M +$39.4K +141 +2%
GA
1323
GoalVest Advisory
New York
$1.7M -$645K -2,306 -28%
PWAM
1324
Pinnacle West Asset Management
Wyoming
$1.7M +$1.7M +6,070 New
VWA
1325
V Wealth Advisors
Kansas
$1.7M +$66K +236 +4%