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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 %
BAM
3001
Bellevue Asset Management
Washington
$154K
FWM
3002
Focused Wealth Management
New York
$153K +$593 +2 +0.4%
TFIPS
3003
Towarzystwo Funduszy Inwestycyjnych PZU SA
$152K +$152K +511 New
CPG
3004
Cornerstone Planning Group
New Jersey
$151K +$64.9K +219 +75%
TLCM
3005
Twin Lakes Capital Management
California
$151K +$296 +1 +0.2%
RDFA
3006
Ritter Daniher Financial Advisory
Ohio
$150K
HB
3007
Horizon Bancorp
Indiana
$149K +$1.48K +5 +1%
VL
3008
Vima LLC
Michigan
$147K +$147K +496 New
PP
3009
Pacifica Partners
Canada
$144K +$35.8K +125 +33%
NJIM
3010
Nabity-Jensen Investment Management
Nebraska
$142K +$142K +479 New
CCM
3011
Copeland Capital Management
Pennsylvania
$142K -$16.6K -56 -10%
PK
3012
Pflug Koory
Nebraska
$141K
VF
3013
VitalStone Financial
Texas
$139K +$102K +345 +278%
PPC
3014
Park Place Capital
Alabama
$134K -$211K -713 -61%
GKIM
3015
GW&K Investment Management
Massachusetts
$132K +$2.68K +9 +2%
CAM
3016
Costello Asset Management
Pennsylvania
$132K +$3.26K +11 +3%
SC
3017
Stephens Consulting
Michigan
$131K
BWAM
3018
Boyd Watterson Asset Management
Ohio
$131K
TVAMP
3019
Tennessee Valley Asset Management Partners
Tennessee
$131K +$131K +442 New
VIA
3020
Virtus Investment Advisers
Connecticut
$131K
CTB
3021
Country Trust Bank
Illinois
$129K
SOW
3022
State of Wyoming
Wyoming
$127K -$1.78K -6 -1%
WPWM
3023
Western Pacific Wealth Management
Illinois
$127K -$61.9K -209 -33%
AWM
3024
Abound Wealth Management
Tennessee
$127K +$32.6K +110 +35%
ICM
3025
Intrepid Capital Management
Florida
$126K +$8.9K +30 +8%