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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 %
HWM
626
Heirloom Wealth Management
Colorado
$8.29M +$166K +561 +2%
AWM
627
Apollon Wealth Management
South Carolina
$8.28M +$1.46M +4,931 +21%
FTC
628
Farmers Trust Company
Ohio
$8.19M +$5.81M +19,591 +244%
SFCM
629
Savoir Faire Capital Management
Connecticut
$8.16M +$2.35M +7,934 +40%
MC
630
Mirabaud & Cie
Switzerland
$8.13M +$8.13M +27,424 New
MCM
631
Mattern Capital Management
Colorado
$8.13M +$276K +932 +4%
CCP
632
Clough Capital Partners
Massachusetts
$8.12M +$5.6M +18,887 +222%
1IA
633
1834 Investment Advisors
Wisconsin
$8.09M
RVPG
634
Relative Value Partners Group
$8.07M -$1.19K -4 -0%
TSW
635
Thompson Siegel & Walmsley
Virginia
$8.04M +$7.79M +26,260 +3,108%
SCA
636
Stokes Capital Advisors
South Carolina
$8.03M +$168K +565 +2%
AMI
637
Amica Mutual Insurance
Rhode Island
$8M +$3.94M +13,279 +97%
CCM
638
Coldstream Capital Management
Washington
$7.98M -$32.3K -109 -0.4%
LTI
639
Laffer Tengler Investments
Tennessee
$7.93M +$383K +1,291 +5%
CCG
640
Chatham Capital Group
Georgia
$7.91M +$56.3K +190 +0.7%
CAM
641
ClariVest Asset Management
California
$7.88M -$1.34M -4,507 -15%
FFN
642
Focus Financial Network
Minnesota
$7.87M +$3.61M +12,169 +85%
MA
643
Montag & Associates
Georgia
$7.86M -$35.6K -120 -0.5%
OAM
644
Ostrum Asset Management
France
$7.77M +$471K +1,587 +6%
FNB
645
Farmers National Bank
Kentucky
$7.77M -$186K -628 -2%
SVWAG
646
Sound View Wealth Advisors Group
Georgia
$7.77M -$51K -172 -0.7%
TI
647
Tidal Investments
Wisconsin
$7.75M +$1.95M +6,575 +34%
IIM
648
Intact Investment Management
Quebec, Canada
$7.71M -$4M -13,500 -34%
PCM
649
Parsons Capital Management
Rhode Island
$7.69M +$1.75M +5,906 +29%
BWL
650
Bogart Wealth LLC
Virginia
$7.68M +$86.3K +291 +1%