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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 %
OSAM
326
O'Shaughnessy Asset Management
Connecticut
$27.8M -$5.35M -18,055 -16%
NIM
327
Northeast Investment Management
Massachusetts
$27.6M -$401K -1,353 -1%
Fundsmith LLP
328
Fundsmith LLP
United Kingdom
$27.4M +$51.9K +175 +0.2%
LOIM
329
Liberty One Investment Management
Illinois
$27.2M +$657K +2,216 +2%
SI
330
Stephens Inc
Arkansas
$27M +$3.11M +10,480 +13%
CSIC
331
Clifford Swan Investment Counsel
California
$27M -$25.2K -85 -0.1%
Fiera Capital (Canada)
332
Fiera Capital (Canada)
Quebec, Canada
$27M +$18M +60,746 +200%
CFB
333
Cullen/Frost Bankers
Texas
$26.9M -$1.02M -3,434 -4%
WP
334
Woodline Partners
California
$26.8M +$26.8M +90,397 New
BPCA
335
Bank Pictet & Cie (Asia)
Singapore
$26.4M +$235K +791 +0.9%
IIM
336
INTECH Investment Management
Florida
$26.3M +$6.36M +21,438 +32%
CIM
337
Corda Investment Management
Texas
$26.3M +$5.76M +19,432 +28%
FNT
338
First National Trust
Pennsylvania
$26.1M -$1.54M -5,187 -6%
TBA
339
Tower Bridge Advisors
Pennsylvania
$26M +$114K +385 +0.4%
NA
340
NewEdge Advisors
Louisiana
$25.9M +$1.29M +4,320 +5%
CA
341
Cullinan Associates
Kentucky
$25.9M -$3.9M -13,168 -13%
HWA
342
Heritage Wealth Advisors
Virginia
$25.9M +$2.47M +8,323 +11%
KCM
343
Kanawha Capital Management
Virginia
$25.5M -$277K -934 -1%
SCA
344
Stonebridge Capital Advisors
Minnesota
$25.2M +$6.99M +23,579 +38%
CIM
345
Confluence Investment Management
Missouri
$25.2M -$101K -340 -0.4%
IAA
346
Independent Advisor Alliance
North Carolina
$25.1M +$939K +3,167 +4%
QCM
347
QRG Capital Management
Illinois
$25.1M +$1.47M +4,947 +6%
NAM
348
Nissay Asset Management
Japan
$24.9M +$360K +1,215 +1%
BCIM
349
British Columbia Investment Management
British Columbia, Canada
$24.9M +$5.18M +17,456 +26%
ACI
350
Alpha Cubed Investments
California
$24.6M +$600K +2,024 +2%