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McDonald's

3,144 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,298 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.58%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,298
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
2976
Beaird Harris Wealth Management
Texas
$161K +$282 +1 +0.2%
CWM
2977
CarsonAllaria Wealth Management
Illinois
$156K +$118K +417 +304%
BWP
2978
Baldwin Wealth Partners
Massachusetts
$155K -$490K -1,739 -76%
CIAS
2979
CBIZ Investment Advisory Services
Ohio
$149K +$149K +529 New
BAM
2980
Bellevue Asset Management
Washington
$147K
HB
2981
Horizon Bancorp
Indiana
$146K +$4.51K +16 +3%
TLCM
2982
Twin Lakes Capital Management
California
$143K
LFASL
2983
Lugano Financial Advisors SA (LFA)
Switzerland
$141K -$19.7K -70 -12%
PP
2984
Pacifica Partners
Canada
$140K
VL
2985
Vima LLC
Michigan
$139K +$92.7K +1,000 +202%
NJIM
2986
Nabity-Jensen Investment Management
Nebraska
$136K +$846 +3 +0.6%
W
2987
WealthCollab
Washington
$134K -$15.8K -56 -11%
PK
2988
Pflug Koory
Nebraska
$134K
CAM
2989
Costello Asset Management
Pennsylvania
$133K +$7.05K +25 +6%
CPG
2990
Cornerstone Planning Group
New Jersey
$131K -$7.03K -26 -5%
VCM
2991
Versant Capital Management
Arizona
$130K -$151K -536 -54%
CTB
2992
Country Trust Bank
Illinois
$127K +$3.95K +14 +3%
BWAM
2993
Boyd Watterson Asset Management
Ohio
$125K
SC
2994
Stephens Consulting
Michigan
$124K -$564 -2 -0.5%
PPC
2995
Park Place Capital
Alabama
$119K -$8.74K -31 -7%
GKIM
2996
GW&K Investment Management
Massachusetts
$118K -$7.34K -26 -6%
CCM
2997
Copeland Capital Management
Pennsylvania
$117K -$17.5K -62 -13%
TCCM
2998
Timber Creek Capital Management
Massachusetts
$113K
BCM
2999
Blume Capital Management
California
$113K
BFP
3000
Briaud Financial Planning
Texas
$112K +$112K +396 New