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McDonald's

3,167 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 381 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
3,167
Holders Change
+188
Holders Change %
+6.31%
% of All Funds
46.43%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
381
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 %
IPW
3101
Impact Partnership Wealth
Georgia
$39.2K -$77.8K -262 -66%
DCM
3102
Davis Capital Management
Florida
$39.1K +$39.1K +132 New
KFP
3103
Keener Financial Planning
Texas
$39K +$39K +133 New
AEPWM
3104
Atlantic Edge Private Wealth Management
Florida
$38.5K +$38.5K +130 New
DWMG
3105
DB Wealth Management Group
California
$38.3K
CIR
3106
Clear Investment Research
Georgia
$38K +$38K +128 New
CCC
3107
Chelsea Counsel Company
California
$37.1K -$30.2K -102 -45%
MAWCM
3108
Mine & Arao Wealth Creation & Management
California
$36.2K
CPA
3109
Clear Point Advisors
New York
$34.4K +$34.4K +116 New
AIA
3110
Arcadia Investment Advisors
Idaho
$34.4K
TWP
3111
TFO Wealth Partners
Ohio
$34.1K
SR
3112
Syntax Research
Florida
$32.6K
APC
3113
Aspire Private Capital
North Carolina
$32.6K +$4.45K +15 +16%
SRCM
3114
Signature Resources Capital Management
California
$31.1K +$31.1K +105 New
RDIA
3115
RE Dickinson Investment Advisors
Iowa
$31K
NF
3116
Norwood Financial
Pennsylvania
$29.7K
CWA
3117
Core Wealth Advisors
Florida
$29.7K +$2.67K +9 +10%
OCM
3118
Osterweis Capital Management
California
$27.6K
LIA
3119
Luken Investment Analytics
Tennessee
$27.3K
AS
3120
Altshuler Shaham
Israel
$26.4K -$2.67K -9 -9%
PG
3121
Proffitt & Goodson
Tennessee
$24.9K
QL
3122
Quarry LP
New York
$24.3K -$50.4K -170 -67%
KC
3123
Knuff & Co
California
$23.7K +$23.7K +80 New
AFIA
3124
America First Investment Advisors
Nebraska
$22.5K
PWA
3125
Provenance Wealth Advisors
Florida
$22.2K