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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 %
HKIMG
2726
Hutchens & Kramer Investment Management Group
Indiana
$297K -$18.4K -62 -6%
LAI
2727
Legal Advantage Investments
California
$297K
PWM
2728
Praetorian Wealth Management
California
$297K +$297K +1,000 New
CS
2729
Capital Square
Tennessee
$296K -$56.6K -191 -16%
RA
2730
Ruggaard & Associates
Ohio
$296K +$7.41K +25 +3%
VCM
2731
Versant Capital Management
Arizona
$296K -$2.08K -7 -0.7%
OPCM
2732
Osborne Partners Capital Management
California
$295K -$9.79K -33 -3%
PFA
2733
Plotkin Financial Advisors
Maryland
$294K
SIA
2734
Sage Investment Advisers
New York
$294K +$47.1K +159 +19%
CSWM
2735
Cassady Schiller Wealth Management
Ohio
$294K +$13.6K +46 +5%
CA
2736
Crumly & Associates
Illinois
$294K +$6.82K +23 +2%
LFG
2737
Lockerman Financial Group
California
$294K +$2.37K +8 +0.8%
BCM
2738
Brooktree Capital Management
Michigan
$294K +$25.5K +86 +10%
TNA
2739
True North Advisors
Texas
$293K -$9.78K -33 -3%
AMG
2740
Asset Management Group
Connecticut
$292K +$1.78K +6 +0.6%
AMG
2741
Advisors Management Group
Wisconsin
$292K -$296 -1 -0.1%
FWP
2742
Firethorn Wealth Partners
Georgia
$292K +$40.9K +138 +16%
BTIM
2743
BancFirst Trust & Investment Management
Oklahoma
$291K -$9.77K -33 -3%
GWM
2744
Gitterman Wealth Management
New Jersey
$290K
OPA
2745
Old Port Advisors
Maine
$290K +$5.93K +20 +2%
CWM
2746
Cabot Wealth Management
Massachusetts
$289K
NRI
2747
NFP Retirement Inc
California
$289K +$16K +54 +6%
SIA
2748
SeaBridge Investment Advisors
New Jersey
$288K
HWMC
2749
Heritage Wealth Management (California)
California
$288K +$288K +970 New
KOMWMG
2750
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$286K +$12.5K +42 +5%