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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 %
WDC
2126
Woodward Diversified Capital
California
$564K -$19.1K -64 -3%
SCG
2127
Sonata Capital Group
Washington
$563K
HIG
2128
Heritage Investment Group
Florida
$563K +$283K +947 +101%
PAIM
2129
Punch & Associates Investment Management
Minnesota
$561K
Cohen & Steers
2130
Cohen & Steers
New York
$559K
BWP
2131
Bernardo Wealth Planning
Pennsylvania
$559K -$8.36K -28 -1%
CWM
2132
Centurion Wealth Management
Virginia
$558K +$6.86K +23 +1%
PCA
2133
Prosperity Capital Advisors
Ohio
$557K +$109K +367 +24%
RTC
2134
Riverview Trust Company
Washington
$555K -$222K -743 -29%
PAM
2135
Private Asset Management
California
$554K -$28.4K -95 -5%
HFM
2136
Harvest Fund Management
China
$552K
SLT
2137
St Louis Trust
Missouri
$552K
CSB
2138
City State Bank
Iowa
$551K -$26.6K -89 -5%
LSWM
2139
Lorne Steinberg Wealth Management
Canada
$551K +$10.4K +35 +2%
VT
2140
Vise Technologies
New York
$550K +$107K +357 +24%
LD
2141
Lipe & Dalton
New York
$550K
T. Rowe Price Investment Management
2142
T. Rowe Price Investment Management
Maryland
$549K +$549K +1,839 New
BSSFA
2143
Baron Silver Stevens Financial Advisors
Florida
$549K -$14.9K -50 -3%
TRIA
2144
Trail Ridge Investment Advisors
Colorado
$549K +$4.18K +14 +0.8%
FI
2145
Financial Insights
Washington
$548K -$14K -47 -2%
DBIA
2146
Dumont & Blake Investment Advisors
New Jersey
$548K -$120K -403 -18%
MFA
2147
Millington Financial Advisors
Illinois
$548K -$91K -305 -14%
MAG
2148
MRA Advisory Group
New Jersey
$548K -$36.1K -121 -6%
RCA
2149
Ranch Capital Advisors
Florida
$547K
PC
2150
Port Capital
Illinois
$547K