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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 %
CCA
2451
Conservest Capital Advisors
Pennsylvania
$231K +$494 +2 +0.2%
ISL
2452
Ingalls & Snyder LLC
New York
$231K +$9.87K +40 +4%
EFL
2453
ERn Financial LLC
Wisconsin
$230K -$97.1K -394 -30%
RIM
2454
Redwood Investment Management
Arizona
$229K +$21.5K +87 +10%
BEC
2455
Blue Edge Capital
Virginia
$228K
BCMLT
2456
Beacon Capital Management LLC (Tennessee)
Tennessee
$228K
SIC
2457
Sigma Investment Counselors
Michigan
$228K +$5.92K +24 +3%
NAG
2458
Northstar Advisory Group
New Jersey
$227K -$509K -2,060 -69%
MCA
2459
Magnolia Capital Advisors
Mississippi
$227K -$24.9K -101 -10%
TW
2460
Transform Wealth
Colorado
$227K -$24.7K -100 -10%
OPA
2461
Old Port Advisors
Maine
$227K +$5.81K +23 +3%
LJHT
2462
Laurie J. Hall Trustee
$226K -$18.5K -75 -8%
TWM
2463
TMD Wealth Management
Arizona
$226K -$7.42K -30 -3%
P
2464
Palladiem
Pennsylvania
$226K
BWCS
2465
Beirne Wealth Consulting Services
Connecticut
$226K
RGC
2466
Roberts, Glore & Co
Illinois
$226K +$4.2K +17 +2%
FM
2467
Family Management
New York
$225K -$15.5K -63 -6%
SHWM
2468
Smith & Howard Wealth Management
Georgia
$225K -$14.8K -60 -6%
DSN
2469
D. Scott Neal
Kentucky
$225K
FW
2470
FirstPurpose Wealth
Utah
$225K +$20.2K +82 +10%
FF
2471
Francis Financial
$224K +$224K +894 New
TSS
2472
Two Sigma Securities
New York
$223K -$931K -3,771 -81%
I
2473
INVST
Indiana
$223K -$62.6K -240 -22%
CWC
2474
Carolinas Wealth Consulting
North Carolina
$222K +$215K +20,138 +3,280%
PWM
2475
Provident Wealth Management
Tennessee
$221K -$2.97K -12 -1%