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McDonald's

3,144 hedge funds and large institutions have $143B invested in McDonald's in 2024 Q1 according to their latest regulatory filings, with 173 funds opening new positions, 1,248 increasing their positions, 1,298 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,144
Holders Change
-23
Holders Change %
-0.73%
% of All Funds
45.58%
Holding in Top 10
56
Holding in Top 10 Change
-51
Holding in Top 10 Change %
-47.66%
% of All Funds
0.81%
New
173
Increased
1,248
Reduced
1,298
Closed
156
Calls
$2.48B
Puts
$1.72B
Net Calls
+$765M
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Shares
Change %
SIG
526
Stonegate Investment Group
Alabama
$10.8M -$3.38K -12 -0%
CAC
527
Core Alternative Capital
Georgia
$10.7M -$1.09M -3,857 -9%
DWP
528
Daymark Wealth Partners
Ohio
$10.7M +$19.3K +257 +0.2%
HF
529
HRT Financial
New York
$10.7M +$7.82M +27,751 +273%
FWTB
530
First Western Trust Bank
Colorado
$10.7M -$316K -1,122 -3%
BSW
531
Buckingham Strategic Wealth
Missouri
$10.7M -$1.17M -4,162 -10%
AM
532
Atwater Malick
Pennsylvania
$10.6M +$102K +361 +1%
CIC
533
Carnegie Investment Counsel
Ohio
$10.6M +$1.75M +6,213 +20%
EWM
534
Executive Wealth Management
Michigan
$10.6M -$600K -2,140 -5%
PGIM
535
Pacific Global Investment Management
California
$10.4M -$322K -1,143 -3%
Vontobel Holding
536
Vontobel Holding
Switzerland
$10.4M -$2.81M -9,963 -21%
DWM
537
Dakota Wealth Management
Florida
$10.4M +$22.8K +81 +0.2%
JC
538
Jacobs & Co
California
$10.3M -$130K -460 -1%
NMERB
539
New Mexico Educational Retirement Board
New Mexico
$10.3M -$423K -1,500 -4%
BC
540
Burney Company
Virginia
$10.2M +$1.58M +5,602 +18%
NB
541
Norinchukin Bank
Japan
$10.2M -$883K -3,131 -8%
B
542
Bailard
California
$10.2M -$58.1K -206 -0.6%
RC
543
Roundview Capital
New Jersey
$10.2M +$114K +403 +1%
SAM
544
Sawgrass Asset Management
Florida
$10.1M -$4.39M -15,558 -30%
TC
545
TwinBeech Capital
New York
$10.1M +$10.1M +35,861 New
Kovitz Investment Group Partners
546
Kovitz Investment Group Partners
Illinois
$10.1M +$8.4M +29,806 +498%
VA
547
Vident Advisory
Georgia
$10.1M -$4.57M -16,201 -31%
LIM
548
Leavell Investment Management
Alabama
$10.1M -$506K -1,796 -5%
CIC
549
Chilton Investment Company
Connecticut
$9.99M -$125K -443 -1%
WT
550
Washington Trust
Rhode Island
$9.98M +$1.65M +5,845 +20%