MCD icon

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 %
AWS
451
Atria Wealth Solutions
New York
$15.3M +$940K +3,171 +7%
SIC
452
Salem Investment Counselors
North Carolina
$15.3M +$155K +524 +1%
VI
453
Vestcor Inc
New Brunswick, Canada
$15.3M +$368K +1,242 +2%
SAM
454
Sawgrass Asset Management
Florida
$15.3M +$7.65M +25,790 +101%
BIM
455
Bridges Investment Management
Nebraska
$15.2M +$639K +2,156 +4%
WCMN
456
Westchester Capital Management (Nebraska)
Nebraska
$15.2M -$131K -443 -0.9%
BFIM
457
Beese Fulmer Investment Management
Ohio
$15.1M +$183K +618 +1%
GI
458
Gradient Investments
Minnesota
$15.1M +$13.4M +45,041 +775%
KWM
459
Kingsview Wealth Management
Oregon
$15M +$1.75M +5,887 +13%
IAM
460
Infusive Asset Management
New York
$14.9M +$57.8K +195 +0.4%
SW
461
SVB Wealth
Massachusetts
$14.8M -$365K -1,231 -2%
PAM
462
Palisade Asset Management
Minnesota
$14.8M +$339K +1,142 +2%
Kayne Anderson Rudnick Investment Management
463
Kayne Anderson Rudnick Investment Management
California
$14.7M -$269K -906 -2%
SAM
464
Silvercrest Asset Management
New York
$14.6M +$377K +1,273 +3%
TC
465
TownSquare Capital
Utah
$14.6M -$462K -1,558 -3%
HAG
466
HighPoint Advisor Group
Illinois
$14.6M +$14.6M +52,411 New
LSA
467
Lansing Street Advisors
Pennsylvania
$14.6M +$14.6M +49,215 New
HIMCH
468
Hartford Investment Management Co (HIMCO)
Connecticut
$14.5M -$398K -1,341 -3%
CIS
469
Connors Investor Services
Pennsylvania
$14.3M +$1.08M +3,628 +8%
JWBC
470
J.W. Burns & Co
New York
$14.2M -$96.4K -325 -0.7%
GGHC
471
Gilder Gagnon Howe & Co
New York
$14.2M -$259K -873 -2%
AAS
472
Avantax Advisory Services
Texas
$14.2M +$733K +2,471 +5%
PP
473
Prudential plc
United Kingdom
$14.1M -$386K -1,303 -3%
SWM
474
Segment Wealth Management
Texas
$14.1M +$551K +1,859 +4%
KWMG
475
King Wealth Management Group
Florida
$14.1M -$133K -450 -0.9%