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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 %
FAG
2451
Fortitude Advisory Group
Washington
$344K +$19.1K +64 +6%
FP
2452
Financial Perspectives
Minnesota
$344K +$298 +1 +0.1%
EWM
2453
Endurance Wealth Management
Rhode Island
$344K
PA
2454
Parkside Advisors
California
$344K
XSC
2455
X-Square Capital
Puerto Rico
$343K
AA
2456
Alesco Advisors
New York
$343K
CISOA
2457
Capital Investment Services of America
Wisconsin
$342K
TIM
2458
Tortoise Investment Management
New York
$342K +$109K +365 +47%
APIM
2459
Agate Pass Investment Management
Washington
$341K -$14.9K -50 -4%
GSIAS
2460
Garden State Investment Advisory Services
New Jersey
$340K -$32.8K -110 -9%
RWA
2461
Rooted Wealth Advisors
Illinois
$340K -$21.9K -74 -6%
SCM
2462
Seascape Capital Management
New Hampshire
$340K +$597 +2 +0.2%
AFM
2463
Armstrong Fleming & Moore
District of Columbia
$339K +$339K +1,137 New
AA
2464
AlphaMark Advisors
Kentucky
$339K
MIM
2465
MTM Investment Management
South Carolina
$339K
CCM
2466
Canal Capital Management
Virginia
$339K -$25.7K -86 -7%
PWA
2467
Phoenix Wealth Advisors
North Carolina
$339K
WSC
2468
Wellington Shields & Co
New York
$338K -$374K -1,254 -53%
P
2469
&Partners
Tennessee
$338K +$20.3K +68 +6%
AW
2470
Atlas Wealth
Ohio
$338K
EBWM
2471
Eagle Bluffs Wealth Management
Missouri
$338K
SFWA
2472
Summit Financial Wealth Advisors
Louisiana
$337K -$12.5K -42 -4%
RFA
2473
Resurgent Financial Advisors
Georgia
$337K +$1.79K +6 +0.5%
KBFS
2474
Kohmann Bosshard Financial Services
Ohio
$336K +$64.2K +215 +24%
PIFP
2475
Partners in Financial Planning
Virginia
$335K