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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 %
KRSITF
651
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.66M +$117K +393 +2%
WBC
652
Westpac Banking Corp
Australia
$7.66M -$3.6M -12,130 -32%
PA
653
Perennial Advisors
New York
$7.65M +$111K +373 +1%
EWM
654
Edge Wealth Management
New York
$7.64M +$17.2K +58 +0.2%
CBTWT
655
Community Bank & Trust (Waco, Texas)
Texas
$7.61M -$110K -371 -1%
TNB
656
Thomasville National Bank
Georgia
$7.6M +$212K +714 +3%
AWM
657
Axxcess Wealth Management
California
$7.59M +$726K +2,450 +11%
Envestnet Portfolio Solutions
658
Envestnet Portfolio Solutions
Illinois
$7.57M +$697K +2,350 +10%
CNAM
659
Campbell Newman Asset Management
Wisconsin
$7.55M
PNAA
660
Pictet North America Advisors
Switzerland
$7.55M -$43.3K -146 -0.6%
BFA
661
Benedict Financial Advisors
Georgia
$7.51M -$54.9K -185 -0.7%
SAM
662
Stansberry Asset Management
Texas
$7.48M -$3.29M -11,111 -31%
IWM
663
IHT Wealth Management
Illinois
$7.45M +$112K +378 +2%
VFA
664
Valeo Financial Advisors
Indiana
$7.41M +$86.9K +293 +1%
PCOC
665
Power Corp of Canada
Canada
$7.39M
MHIC
666
Marble Harbor Investment Counsel
Massachusetts
$7.38M -$660K -2,225 -8%
AG
667
Advocate Group
Minnesota
$7.36M -$104K -351 -1%
CIM
668
Contravisory Investment Management
Massachusetts
$7.33M -$158K -532 -2%
TF
669
Talbot Financial
Washington
$7.33M +$414K +1,397 +6%
EFIC
670
Eliot Finkel Investment Counsel
California
$7.33M -$209K -705 -3%
FG
671
Foster Group
Iowa
$7.3M
LNWWM
672
Laird Norton Wetherby Wealth Management
California
$7.3M -$211K -712 -3%
HBT
673
Hills Bank & Trust
Iowa
$7.29M -$26.7K -90 -0.4%
ATPW
674
Ashton Thomas Private Wealth
Arizona
$7.28M +$132K +444 +2%
LNC
675
Lincoln National Corp
Pennsylvania
$7.26M -$321K -1,081 -4%