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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 %
OMC
2651
Overbrook Management Corp
New York
$326K
WA
2652
Waddell & Associates
Tennessee
$326K
LF
2653
LifePlan Financial
Minnesota
$326K +$326K +1,099 New
BWM
2654
BNC Wealth Management
Oregon
$325K -$1.19K -4 -0.4%
PSF
2655
Pacific Sun Financial
California
$325K
MF
2656
Manchester Financial
California
$325K
EP
2657
Edgestream Partners
New Jersey
$325K -$533K -1,798 -62%
MAP
2658
Moody Aldrich Partners
Massachusetts
$324K +$324K +1,093 New
PSP
2659
Principal Street Partners
Tennessee
$324K -$591K -1,992 -65%
VFP
2660
Verus Financial Partners
Virginia
$323K -$36.5K -125 -10%
AT
2661
Avalon Trust
New Mexico
$323K +$49.5K +167 +18%
WC
2662
Wynn Capital
Georgia
$323K +$323K +1,088 New
SIG
2663
Sargent Investment Group
Maryland
$322K +$3.86K +13 +1%
LRIA
2664
Leonard Rickey Investment Advisors
Washington
$321K
EL
2665
Essex LLC
Illinois
$319K -$1.48K -5 -0.5%
LAM
2666
Lifestyle Asset Management
Texas
$318K -$8.3K -28 -3%
SRC
2667
Sage Rhino Capital
California
$318K -$1.19K -4 -0.4%
WCF
2668
West Coast Financial
California
$318K
CCA
2669
Conservest Capital Advisors
Pennsylvania
$318K +$593 +2 +0.2%
AA
2670
Apriem Advisors
California
$318K +$42.4K +143 +15%
AIA
2671
Allied Investment Advisors
Montana
$318K
FA
2672
Fagan Associates
New York
$318K -$2.97K -10 -0.9%
CMP
2673
Courage Miller Partners
Virginia
$318K +$297 +1 +0.1%
HI
2674
Hoey Investments
Pennsylvania
$317K +$11K +37 +4%
FF
2675
Francis Financial
$317K +$16.6K +56 +6%