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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 %
RFG
2851
RFP Financial Group
Georgia
$247K
JWM
2852
Janiczek Wealth Management
Colorado
$247K +$68.2K +230 +38%
FPTW
2853
Franklin, Parlapiano, Turner & Welch
Texas
$247K
RSWA
2854
Robinson Smith Wealth Advisors
Maine
$247K +$247K +832 New
EMAM
2855
Encompass More Asset Management
California
$246K +$246K +831 New
GAM
2856
Grandview Asset Management
Pennsylvania
$246K -$11.6K -39 -4%
EIP
2857
Ellis Investment Partners
Pennsylvania
$245K +$889 +3 +0.4%
HFBOT
2858
Home Federal Bank of Tennessee
Tennessee
$245K
SFPG
2859
Stonebridge Financial Planning Group
Florida
$244K +$7.12K +24 +3%
WPC
2860
Waters Parkerson & Co
Louisiana
$244K +$244K +824 New
WCA
2861
Waypoint Capital Advisors
Minnesota
$244K +$3.56K +12 +1%
CWA
2862
Capital Wealth Alliance
Arizona
$243K -$16K -54 -6%
AWM
2863
Aviso Wealth Management
Washington
$243K +$243K +819 New
SRC
2864
Shufro Rose & Co
New York
$242K
FC
2865
Financial Council
Maryland
$242K
LF
2866
Lee Financial
Texas
$242K +$2.37K +8 +1%
MLA
2867
MB, Levis & Associates
Pennsylvania
$242K
IRC
2868
Investors Research Corp
Georgia
$242K +$2.67K +9 +1%
SCA
2869
St. Clair Advisors
Ohio
$242K
NFG
2870
Northeast Financial Group
Pennsylvania
$241K -$15.4K -52 -6%
TIM
2871
Thompson Investment Management
Wisconsin
$241K
BWA
2872
Burt Wealth Advisors
Maryland
$241K
GCP
2873
Gill Capital Partners
Colorado
$241K -$12.7K -43 -5%
BPFA
2874
Barnes Pettey Financial Advisors
Mississippi
$240K -$53.4K -180 -18%
MSS
2875
Mitchell Sinkler & Starr
Pennsylvania
$239K +$239K +807 New