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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 %
SC
2251
Solstein Capital
California
$432K -$386K -1,379 -47%
EM
2252
Excalibur Management
Massachusetts
$432K +$280 +1 +0.1%
PSP
2253
Principal Street Partners
Tennessee
$431K
CANY
2254
Caxton Associates (New York)
New York
$430K -$446K -1,594 -51%
BIA
2255
Bigelow Investment Advisors
Maine
$429K
OWA
2256
Octavia Wealth Advisors
Ohio
$428K +$14.3K +51 +3%
RWM
2257
RBA Wealth Management
California
$427K -$47.3K -169 -10%
CA
2258
Crumly & Associates
Illinois
$426K -$501K -1,791 -54%
FPGK
2259
Financial Partners Group (Kansas)
Kansas
$426K +$559 +2 +0.1%
AA
2260
Addison Advisors
Vermont
$424K -$559 -2 -0.1%
IF
2261
Insight Folios
North Carolina
$424K -$11.7K -42 -3%
RRCM
2262
Rappaport Reiches Capital Management
Illinois
$423K -$68.8K -246 -14%
CGA
2263
Crescent Grove Advisors
Illinois
$423K +$73K +261 +21%
TA
2264
TFB Advisors
Kansas
$421K +$11.7K +42 +3%
CAP
2265
Columbia Advisory Partners
Washington
$421K
SFS
2266
Summit Financial Strategies
Ohio
$420K -$161K -576 -28%
OLVIG
2267
Oliver Lagore Vanvalin Investment Group
Michigan
$420K +$215K +768 +105%
BCM
2268
Bienville Capital Management
New York
$419K
PCA
2269
Prosperity Capital Advisors
Ohio
$419K -$18.2K -65 -4%
PIMG
2270
Patriot Investment Management Group
Tennessee
$419K
RWM
2271
Revisor Wealth Management
Ohio
$419K +$419K +1,498 New
NPA
2272
Nichols & Pratt Advisers
Massachusetts
$419K -$14K -50 -3%
IIL
2273
Insight Inv LLC
California
$418K
6F
2274
626 Financial
Michigan
$418K
HP
2275
Hyperion Partners
Pennsylvania
$418K +$28.2K +101 +7%