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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 %
BFS
401
Bard Financial Services
Connecticut
$17.9M +$374K +1,260 +2%
FNBT
402
FineMark National Bank & Trust
Florida
$17.9M +$70.3K +237 +0.4%
VMPIC
403
Varma Mutual Pension Insurance Co
Finland
$17.8M +$13.2M +44,475 +283%
Rafferty Asset Management
404
Rafferty Asset Management
New York
$17.8M +$608K +2,049 +4%
HPG
405
Harvest Portfolios Group
Ontario, Canada
$17.8M -$771K -2,599 -4%
QPBE
406
Quintet Private Bank (Europe)
Luxembourg
$17.6M -$769K -2,594 -4%
CA
407
Callahan Advisors
Texas
$17.6M +$220K +742 +1%
AWM
408
Absher Wealth Management
North Carolina
$17.5M +$2.48M +8,361 +16%
HTIM
409
Harbour Trust & Investment Management
Indiana
$17.5M +$17.5M +59,015 New
BAM
410
Burgundy Asset Management
Ontario, Canada
$17.5M +$988K +3,333 +6%
NB
411
NBT Bank
New York
$17.5M -$128K -431 -0.7%
Macquarie Group
412
Macquarie Group
Australia
$17.4M -$2.58M -8,699 -13%
TIAA Trust, National Association
413
TIAA Trust, National Association
North Carolina
$17.4M +$3.42M +11,524 +24%
CAMG
414
CWA Asset Management Group
Florida
$17.3M +$1.12M +3,782 +7%
CA
415
Cetera Advisors
Colorado
$17.3M +$929K +3,133 +6%
CIC
416
Cutler Investment Counsel
Oregon
$17.2M -$166K -561 -1%
VPIM
417
Vanguard Personalized Indexing Management
California
$17.2M -$719K -2,425 -4%
DPAM
418
Degroof Petercam Asset Management
Belgium
$17.2M +$17.2M +58,050 New
KRS
419
Kentucky Retirement Systems
Kentucky
$17.2M +$307K +1,036 +2%
FLPIM
420
F.L. Putnam Investment Management
Massachusetts
$17.1M -$61.7K -208 -0.4%
PAI
421
Pittenger & Anderson Inc
Nebraska
$17.1M +$50.4K +170 +0.3%
SYBT
422
Stock Yards Bank & Trust
Kentucky
$17.1M -$832K -2,805 -5%
SFA
423
Sequoia Financial Advisors
Ohio
$17M +$10.5M +35,309 +160%
AHB
424
Abner Herrman & Brock
New Jersey
$16.9M -$86K -290 -0.5%
FHA
425
First Horizon Advisors
Tennessee
$16.8M +$106K +356 +0.6%