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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 %
CAM
2626
Claret Asset Management
Quebec, Canada
$335K +$3.26K +11 +1%
SFWA
2627
Summit Financial Wealth Advisors
Louisiana
$335K +$296 +1 +0.1%
FZCM
2628
Flynn Zito Capital Management
New York
$335K +$22.5K +76 +7%
GWAM
2629
Guardian Wealth Advisors (Minnesota)
Minnesota
$334K +$11.3K +38 +3%
GAM
2630
Garrison Asset Management
Arkansas
$334K +$93.4K +315 +39%
TFM
2631
TFC Financial Management
Massachusetts
$334K +$297 +1 +0.1%
PWA
2632
Phoenix Wealth Advisors
North Carolina
$334K -$7.43K -25 -2%
AFS
2633
Access Financial Services
Minnesota
$333K +$333K +1,123 New
AFG
2634
Arkansas Financial Group
Arkansas
$333K
DCM
2635
Dudley Capital Management
Virginia
$332K
HCP
2636
Holt Capital Partners
Texas
$332K
RAM
2637
Redmond Asset Management
Virginia
$332K
BA
2638
Ballast Advisors
Minnesota
$332K -$31.7K -107 -9%
TFF
2639
The Family Firm
Maryland
$332K +$8.6K +29 +3%
APS
2640
American Planning Services
Florida
$330K
BWM
2641
Birchcreek Wealth Management
Ohio
$329K -$8.6K -29 -3%
OAM
2642
Occidental Asset Management
California
$329K -$593 -2 -0.2%
NWM
2643
Northwest Wealth Management
Iowa
$329K +$32.6K +110 +11%
KMWM
2644
Keudell/Morrison Wealth Management
Oregon
$329K +$60.2K +203 +22%
IPAM
2645
Investment Partners Asset Management
New Jersey
$328K +$328K +1,107 New
TWP
2646
Tempus Wealth Planning
California
$328K -$22.2K -75 -6%
APIM
2647
Agate Pass Investment Management
Washington
$327K
RWM
2648
Revisor Wealth Management
Ohio
$326K -$96.4K -325 -23%
BGAI
2649
Bruce G. Allen Investments
Colorado
$326K +$326K +1,101 New
EF
2650
Empirical Finance
Pennsylvania
$326K -$6.52K -22 -2%