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McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
2551
SMART Wealth
Nebraska
$370K +$113K +382 +44%
I2I
2552
Insight 2811 Inc
Illinois
$369K -$8.9K -30 -2%
GSC
2553
Grey Street Capital
Illinois
$369K -$4.15K -14 -1%
AWA
2554
Alaska Wealth Advisors
Alaska
$368K
OBWG
2555
Onyx Bridge Wealth Group
New York
$367K +$50.7K +171 +16%
AI
2556
Axiom Investors
Connecticut
$364K -$567K -1,911 -61%
OIM
2557
Oder Investment Management
California
$364K +$5.93K +20 +2%
EIA
2558
Edgemoor Investment Advisors
Maryland
$364K -$5.94K -20 -2%
AHL
2559
Abel Hall LLC
Louisiana
$364K +$364K +1,229 New
SPL
2560
Smart Portfolios LLC
Washington
$364K +$364K +1,258 New
BFG
2561
Beacon Financial Group
Texas
$363K -$4.75K -16 -1%
IAG
2562
Investmark Advisory Group
Connecticut
$362K +$5.64K +19 +2%
KPWG
2563
KFA Private Wealth Group
Virginia
$362K +$2.67K +9 +0.7%
RB
2564
Rodgers Brothers
Pennsylvania
$361K
RMF
2565
Red Mountain Financial
Colorado
$361K +$361K +1,218 New
TIM
2566
Total Investment Management
Arizona
$360K -$6.82K -23 -2%
MTC
2567
McDaniel Terry & Co
Texas
$359K -$38.5K -130 -10%
DIP
2568
DT Investment Partners
Pennsylvania
$359K +$41.5K +141 +13%
MPW
2569
Monterey Private Wealth
California
$359K +$297 +1 +0.1%
FNA
2570
First National Advisers
Nebraska
$358K +$19K +64 +6%
RB
2571
Richmond Brothers
Michigan
$356K -$25.2K -85 -7%
CWA
2572
Clarus Wealth Advisors
Arizona
$356K +$356K +1,209 New
MBFW
2573
Morton Brown Family Wealth
Pennsylvania
$356K +$30K +101 +9%
UF
2574
Univest Financial
Pennsylvania
$355K +$27.9K +94 +9%
LCS
2575
Levin Capital Strategies
New York
$355K