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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 %
NMERB
526
New Mexico Educational Retirement Board
New Mexico
$11.3M
BIA
527
Biondo Investment Advisors
Pennsylvania
$11.3M -$116K -390 -1%
PWLP
528
Prio Wealth Limited Partnership
Massachusetts
$11.2M +$272K +918 +2%
AWA
529
Arete Wealth Advisors
Illinois
$11.2M +$192K +647 +2%
DWP
530
Daymark Wealth Partners
Ohio
$11.2M +$23.1K +294 +0.2%
LIM
531
Leavell Investment Management
Alabama
$11.1M +$90.1K +304 +0.8%
AM
532
Atwater Malick
Pennsylvania
$11M +$295K +995 +3%
JC
533
Jacobs & Co
California
$11M +$892K +3,007 +9%
AssetMark Inc
534
AssetMark Inc
California
$11M +$2.15M +7,255 +24%
DWM
535
Dakota Wealth Management
Florida
$10.9M -$4.15K -14 -0%
CA
536
Clearstead Advisors
Ohio
$10.9M -$12.5M -42,088 -53%
BCI
537
Brinker Capital Investments
Pennsylvania
$10.9M +$27.4K +94 +0.3%
OPS
538
Orion Portfolio Solutions
Nebraska
$10.9M +$27.4K +94 +0.3%
PWP
539
Perfromance Wealth Partners
Illinois
$10.8M -$119K -403 -1%
WorldQuant Millennium Advisors
540
WorldQuant Millennium Advisors
New York
$10.8M -$31.9M -107,745 -75%
B
541
Bailard
California
$10.7M -$56K -189 -0.5%
GVAG
542
Great Valley Advisor Group
Delaware
$10.7M -$70.3K -237 -0.6%
BVDMP
543
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$10.7M
MDCM
544
Morgan Dempsey Capital Management
Wisconsin
$10.7M -$577K -1,947 -5%
CIC
545
Chilton Investment Company
Connecticut
$10.6M -$1.37M -4,615 -11%
RC
546
Roundview Capital
New Jersey
$10.6M -$278K -939 -3%
BCM
547
Birmingham Capital Management
Alabama
$10.5M -$265K -895 -2%
GT
548
Greenleaf Trust
Michigan
$10.5M -$760K -2,562 -7%
AHC
549
Adell Harriman & Carpenter
Texas
$10.5M -$49.5K -167 -0.5%
MFIM
550
Mesirow Financial Investment Management
Illinois
$10.5M +$10.5M +39,863 New