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McDonald's

2,709 hedge funds and large institutions have $122B invested in McDonald's in 2022 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,184 increasing their positions, 1,017 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,709
Holders Change
-15
Holders Change %
-0.55%
% of All Funds
45.81%
Holding in Top 10
92
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+50.82%
% of All Funds
1.56%
New
135
Increased
1,184
Reduced
1,017
Closed
105
Calls
$1.73B
Puts
$1.97B
Net Calls
-$234M
Net Calls Change
-$532M
Name Holding Trade Value Shares
Change
Shares
Change %
Q
1976
QVR
California
$523K +$523K +2,119 New
ECM
1977
Estabrook Capital Management
New York
$522K +$98.8K +400 +23%
SB
1978
Sunflower Bank
Texas
$522K -$407K -1,650 -44%
SA
1979
SL Advisors
New Jersey
$522K +$2.47K +10 +0.5%
KP
1980
Keel Point
Alabama
$522K +$89.4K +342 +21%
TC
1981
Tacita Capital
Ontario, Canada
$521K -$12.3K -50 -2%
BAM
1982
Beaumont Asset Management
Texas
$521K +$135K +547 +35%
WMS
1983
Wealth Management Solutions
Pennsylvania
$520K -$67.9K -275 -12%
JSL
1984
JT Stratford LLC
Georgia
$520K -$28.6K -116 -5%
BFG
1985
Berger Financial Group
Minnesota
$520K -$19K -77 -4%
ACM
1986
Allred Capital Management
Texas
$518K -$33.3K -135 -6%
JMF
1987
Johnson Midwest Financial
Iowa
$518K +$2.96K +12 +0.6%
DDC
1988
DF Dent & Co
Maryland
$517K -$189K -764 -27%
RWA
1989
RGT Wealth Advisors
Texas
$517K -$49.4K -200 -9%
OCPWS
1990
One Charles Private Wealth Services
Massachusetts
$517K -$18.2K -72 -3%
AA
1991
Advisory Alpha
Michigan
$517K -$9.64K -39 -2%
BG
1992
Bollard Group
Massachusetts
$517K +$2.96K +12 +0.6%
APWM
1993
Atlas Private Wealth Management
New York
$516K -$40.5K -164 -7%
SIM
1994
SSI Investment Management
California
$516K
RB
1995
Richmond Brothers
Michigan
$515K -$14.8K -60 -3%
NPPM
1996
North Point Portfolio Managers
Ohio
$515K
GA
1997
Geller Advisors
New York
$515K +$740 +3 +0.1%
VFP
1998
Verus Financial Partners
Virginia
$515K +$17K +67 +3%
1WA
1999
180 Wealth Advisors
Washington
$512K -$17.7K -70 -3%
SCG
2000
Sonata Capital Group
Washington
$512K