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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 %
TPW
2401
Transatlantique Private Wealth
New York
$250K +$250K +1,013 New
OFS
2402
OneAscent Financial Services
Alabama
$250K +$250K +1,014 New
KMWM
2403
Keudell/Morrison Wealth Management
Oregon
$249K -$14.3K -58 -5%
SRC
2404
Shufro Rose & Co
New York
$249K
IRC
2405
Investors Research Corp
Georgia
$249K +$30.8K +125 +14%
NL
2406
Navalign LLC
California
$248K -$15.1K -61 -6%
IWA
2407
Intercontinental Wealth Advisors
Texas
$248K -$2.47K -10 -1%
FVWA
2408
Foster Victor Wealth Advisors
South Carolina
$248K +$16.6K +66 +7%
FA
2409
Fermata Advisors
California
$248K +$37.9K +153 +18%
DDPIC
2410
Deroy & Devereaux Private Investment Counsel
Michigan
$247K
BCB
2411
Brian C. Broderick
$247K
GCS
2412
Gordian Capital (Singapore)
Singapore
$247K
HAM
2413
Hedges Asset Management
Nevada
$247K
EA
2414
Echo45 Advisors
California
$246K -$143K -581 -37%
MTIC
2415
Missouri Trust & Investment Company
Missouri
$245K -$6.16K -25 -2%
SDAM
2416
Shulman DeMeo Asset Management
New York
$245K +$23.2K +94 +10%
TSW
2417
Thompson Siegel & Walmsley
Virginia
$244K -$224K -910 -48%
DWM
2418
Darwin Wealth Management
Florida
$244K -$36.5K -140 -13%
BFA
2419
BMS Financial Advisors
South Dakota
$244K
FPS
2420
Fieldpoint Private Securities
Connecticut
$244K +$25.7K +104 +12%
SFG
2421
Sovereign Financial Group
Connecticut
$244K +$244K +990 New
AA
2422
Alesco Advisors
New York
$243K
PP
2423
Pegasus Partners
Wisconsin
$243K +$19.2K +78 +9%
NRI
2424
NFP Retirement Inc
California
$242K +$1.48K +6 +0.6%
PSP
2425
Principal Street Partners
Tennessee
$242K +$242K +979 New