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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 %
SNB
2051
Security National Bank
Nebraska
$470K -$39.7K -161 -8%
CPC
2052
Consolidated Planning Corp
Georgia
$470K +$20.5K +83 +5%
BWM
2053
BCS Wealth Management
Tennessee
$470K +$50.4K +204 +12%
AGP
2054
Autumn Glory Partners
Texas
$469K
GCL
2055
Gouws Capital LLC
North Carolina
$469K
CCA
2056
Clearwater Capital Advisors
Illinois
$469K +$5.19K +21 +1%
FCAG
2057
First Capital Advisors Group
New Jersey
$469K +$469K +1,899 New
EAM
2058
Empirical Asset Management
Massachusetts
$467K -$1.98K -8 -0.4%
LP
2059
LGL Partners
Pennsylvania
$467K
SFP
2060
Sterling Financial Planning
New Jersey
$464K -$23.2K -94 -5%
PAIM
2061
Punch & Associates Investment Management
Minnesota
$464K
MCWA
2062
Meadow Creek Wealth Advisors
Georgia
$462K -$51.6K -209 -10%
AFS
2063
Annapolis Financial Services
Maryland
$462K
CWM
2064
Cranbrook Wealth Management
Michigan
$461K
LIG
2065
Lokken Investment Group
Delaware
$461K
BWP
2066
Bernardo Wealth Planning
Pennsylvania
$461K +$247 +1 +0.1%
WIA
2067
World Investment Advisors
California
$460K -$1.84K -7 -0.4%
SLT
2068
St Louis Trust
Missouri
$457K
DB
2069
Dravo Bay
Delaware
$456K -$26.7K -105 -6%
CWM
2070
Connecticut Wealth Management
Connecticut
$456K +$29.9K +121 +7%
LD
2071
Lipe & Dalton
New York
$455K
MA
2072
MONECO Advisors
Connecticut
$455K +$97.7K +396 +27%
PC
2073
Port Capital
Illinois
$453K +$23.7K +96 +6%
ZAM
2074
Zevin Asset Management
Massachusetts
$452K -$60K -243 -12%
RCA
2075
Ranch Capital Advisors
Florida
$452K +$24.9K +101 +6%