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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 %
WOC
2401
West Oak Capital
California
$345K
IPW
2402
Inlet Private Wealth
Florida
$345K
CS
2403
Crescent Sterling
Louisiana
$343K +$46.1K +165 +16%
BBWP
2404
Beacon Bridge Wealth Partners
Pennsylvania
$342K -$25.7K -92 -7%
CA
2405
Crewe Advisors
Utah
$342K +$65.4K +234 +24%
CCM
2406
Canal Capital Management
Virginia
$342K +$23.2K +83 +7%
RB
2407
Rodgers Brothers
Pennsylvania
$341K
CCA
2408
Cadent Capital Advisors
Oklahoma
$340K +$17.6K +63 +5%
MPW
2409
Monterey Private Wealth
California
$340K +$4.75K +17 +1%
WAOI
2410
Wealth Advisors of Iowa
Iowa
$339K -$5.59K -20 -2%
AFP
2411
Alpha Financial Partners
Kentucky
$339K +$10.6K +38 +3%
ML
2412
Mayport LLC
Massachusetts
$338K
GAB
2413
German American Bancorp
Indiana
$336K +$6.15K +22 +2%
FA
2414
Fiduciary Alliance
South Carolina
$336K +$22.7K +81 +7%
SI
2415
Symmetry Investments
Jersey
$336K +$336K +1,200 New
LCS
2416
Levin Capital Strategies
New York
$334K
MIM
2417
Morningstar Investment Management
Illinois
$334K
GSAM
2418
Grant Street Asset Management
Pennsylvania
$334K +$89.5K +320 +37%
APIM
2419
Agate Pass Investment Management
Washington
$334K -$11.2K -40 -3%
PMG
2420
Private Management Group
California
$333K -$54.8K -196 -14%
NCM
2421
Northside Capital Management
Oregon
$333K +$107K +381 +47%
FL
2422
Fort LP
Maryland
$333K -$35.8K -128 -10%
CFGSD
2423
Compass Financial Group (South Dakota)
South Dakota
$332K +$280 +1 +0.1%
CCFM
2424
Clear Creek Financial Management
Washington
$332K +$26.8K +96 +9%
GB
2425
Goepper Burkhardt
South Carolina
$331K