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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 %
RK
2801
Rather & Kittrell
Tennessee
$264K +$5.63K +19 +2%
SF
2802
Slagle Financial
Illinois
$264K +$133K +893 +101%
TPW
2803
Transatlantique Private Wealth
New York
$264K
NCM
2804
Nelson Capital Management
California
$264K
FS
2805
Financial Symmetry
North Carolina
$264K +$264K +890 New
LWMG
2806
Levy Wealth Management Group
Pennsylvania
$264K +$296 +1 +0.1%
SC
2807
Sykon Capital
New York
$263K
BOS
2808
Bank of Stockton
California
$262K -$52.6K -175 -17%
RWS
2809
Resolute Wealth Strategies
Mississippi
$262K +$1.48K +5 +0.6%
NCM
2810
Noesis Capital Mangement
Florida
$261K -$44.8K -151 -15%
SHWM
2811
Smith & Howard Wealth Management
Georgia
$261K -$29.7K -100 -10%
FCMA
2812
Foresight Capital Management Advisors
Michigan
$261K +$261K +881 New
BBL
2813
Beck Bode LLC
Massachusetts
$260K +$1.19K +4 +0.5%
MC
2814
Middleton & Co
Massachusetts
$260K -$16.3K -55 -6%
SIA
2815
Spectrum Investment Advisors
Wisconsin
$260K +$260K +876 New
KA
2816
Kooman & Associates
Pennsylvania
$259K -$1.48K -5 -0.6%
WIM
2817
Wittenberg Investment Management
Massachusetts
$259K
HP
2818
Hyperion Partners
Pennsylvania
$259K -$181K -611 -41%
AT
2819
Arlington Trust
Alabama
$259K +$111K +373 +75%
TA
2820
TFB Advisors
Kansas
$259K +$259K +872 New
IWP
2821
Invenio Wealth Partners
Florida
$259K +$259K +872 New
HIS
2822
Horizon Investment Services
Indiana
$258K
OFA
2823
Oak Family Advisors
Illinois
$258K
NQWM
2824
Northwest Quadrant Wealth Management
Oregon
$258K +$1.48K +5 +0.6%
IWN
2825
Independent Wealth Network
Iowa
$256K +$10.4K +35 +4%