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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 %
SHIM
3126
Stone House Investment Management
Pennsylvania
$21.3K +$296 +1 +1%
CWM
3127
Cedar Wealth Management
California
$19.9K
HF
3128
Halpern Financial
Virginia
$17.7K
PS
3129
PayPay Securities
Japan
$17.6K -$1.2K -4 -6%
DWM
3130
Dogwood Wealth Management
Kansas
$16.8K +$16.8K +57 New
HWM
3131
HighMark Wealth Management
Minnesota
$16.4K
GIS
3132
Grayhawk Investment Strategies
Alberta, Canada
$15.7K
PCA
3133
Providence Capital Advisors
North Carolina
$15.7K +$10.1K +34 +179%
SWS
3134
SYSTM Wealth Solutions
Illinois
$15.2K +$15.2K +51 New
DEM
3135
Disciplined Equity Management
Florida
$15.1K
PP
3136
Paloma Partners
Connecticut
$14.8K +$11.3K +38 +317%
FW
3137
Fairway Wealth
Ohio
$14.8K +$14.8K +50 New
WFG
3138
Wormser Freres Gestion
France
$14.8K +$14.8K +50 New
PCM
3139
Perritt Capital Management
Illinois
$13.7K
SWM
3140
Sanctuary Wealth Management
Idaho
$12.2K
CWA
3141
Carolina Wealth Advisors
South Carolina
$12.2K
ACA
3142
Atlas Capital Advisors
Wyoming
$11.6K
4FG
3143
4Thought Financial Group
New York
$11.3K +$11.3K +38 New
TCM
3144
TD Capital Management
Tennessee
$11.2K
HC
3145
Hoese & Co
Minnesota
$11K
DCM
3146
Davidson Capital Management
Texas
$10.7K +$10.7K +36 New
FIM
3147
FWL Investment Management
Texas
$10.4K +$10.4K +35 New
LIWM
3148
Long Island Wealth Management
New York
$10K +$10K +35 New
JFG
3149
JDM Financial Group
Texas
$9.79K
NMM
3150
Naples Money Management
Florida
$9.49K +$9.49K +32 New