MCD icon

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 %
ML
2576
Mayport LLC
Massachusetts
$354K -$4.45K -15 -1%
GSAM
2577
Grant Street Asset Management
Pennsylvania
$354K -$1.78K -6 -0.5%
NCM
2578
Northside Capital Management
Oregon
$353K
CFGSD
2579
Compass Financial Group (South Dakota)
South Dakota
$352K +$296 +1 +0.1%
AIP
2580
Almanack Investment Partners
Pennsylvania
$351K +$2.08K +7 +0.6%
CCP
2581
Carmel Capital Partners
California
$351K -$34.1K -115 -9%
CISOA
2582
Capital Investment Services of America
Wisconsin
$350K +$10.1K +34 +3%
BP
2583
Broadleaf Partners
Ohio
$350K
PCH
2584
PGIM Custom Harvest
New Jersey
$350K -$39.4K -133 -10%
TF
2585
Trek Financial
Arizona
$350K +$8.3K +28 +2%
NECFA
2586
New England Capital Financial Advisors
Connecticut
$350K +$890 +3 +0.3%
CWM
2587
Curi Wealth Management
North Carolina
$349K -$2.08K -7 -0.6%
AIA
2588
Arbor Investment Advisors
North Carolina
$348K +$348K +1,175 New
HCM
2589
Hutchinson Capital Management
California
$348K +$890 +3 +0.3%
ETIA
2590
Epic Trust Investment Advisors
Washington
$347K +$34.7K +117 +11%
TIM
2591
Tortoise Investment Management
New York
$347K +$6.53K +22 +2%
WOC
2592
West Oak Capital
California
$347K
SAM
2593
Satovsky Asset Management
New York
$347K +$2.08K +7 +0.6%
AFP
2594
Alpha Financial Partners
Kentucky
$346K -$63.5K -214 -16%
TA
2595
TKG Advisors
Indiana
$345K -$8.3K -28 -2%
OPTFSNA
2596
Old Point Trust & Financial Services N A
Virginia
$345K
CS
2597
Crescent Sterling
Louisiana
$345K
BMA
2598
Brooks Moore & Associates
Tennessee
$345K
IGAM
2599
iA Global Asset Management
Quebec, Canada
$344K -$26.5M -89,454 -99%
EBWM
2600
Eagle Bluffs Wealth Management
Missouri
$344K +$8.01K +27 +2%