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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 %
CG
1301
Caprock Group
Idaho
$1.92M -$3.58K -12 -0.2%
AMCA
1302
Arthur M. Cohen & Associates
Illinois
$1.92M -$32.8K -110 -2%
EWA
1303
EverSource Wealth Advisors
Alabama
$1.92M +$866K +2,901 +82%
FWM
1304
Finer Wealth Management
Massachusetts
$1.92M +$80.6K +270 +4%
VIM
1305
Vinva Investment Management
Australia
$1.92M -$990K -3,363 -34%
BCA
1306
Bay Colony Advisors
Massachusetts
$1.91M -$29.8K -100 -2%
UBG
1307
United Bank (Georgia)
Georgia
$1.91M -$51K -171 -3%
MCIA
1308
Mountain Capital Investment Advisors
Colorado
$1.91M -$615K -2,082 -24%
MBT
1309
Montecito Bank & Trust
California
$1.9M -$30.4K -102 -2%
SIAG
1310
Signet Investment Advisory Group
Rhode Island
$1.9M -$246K -826 -11%
TH
1311
TCTC Holdings
Texas
$1.89M -$8.36K -28 -0.4%
Kovitz Investment Group Partners
1312
Kovitz Investment Group Partners
Illinois
$1.89M -$3.55M -11,909 -65%
CL
1313
CIM LLC
New York
$1.89M -$88K -295 -4%
Capstone Investment Advisors
1314
Capstone Investment Advisors
New York
$1.89M +$1.88M +6,306 +25,224%
Koshinski Asset Management
1315
Koshinski Asset Management
Illinois
$1.88M -$601K -2,014 -24%
IHL
1316
Investment House LLC
California
$1.88M -$2.98K -10 -0.2%
HCM
1317
Hodges Capital Management
Texas
$1.88M -$1.75M -8,023 Closed
PGA
1318
Portland Global Advisors
Maine
$1.88M
SMC
1319
Smith, Moore & Co
Missouri
$1.88M +$57.9K +194 +3%
VWA
1320
V Wealth Advisors
Kansas
$1.87M +$59.1K +198 +3%
IR
1321
IAT Reinsurance
New York
$1.87M
KIG
1322
Kowal Investment Group
Wisconsin
$1.85M +$11.6K +39 +0.6%
BAM
1323
Boyar Asset Management
New York
$1.85M
JFG
1324
Jefferies Financial Group
New York
$1.85M +$661K +2,214 +55%
LWMM
1325
Legacy Wealth Management (Mississippi)
Mississippi
$1.85M