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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 %
GIA
676
Gladstone Institutional Advisory
Florida
$7.24M +$452K +1,524 +7%
BRM
677
Boston Research & Management
Massachusetts
$7.19M +$149K +501 +2%
SS
678
Simplicity Solutions
Minnesota
$7.18M +$146K +493 +2%
EF
679
Empowered Funds
Pennsylvania
$7.14M -$3.68M -12,408 -34%
SFS
680
Sowell Financial Services
Arkansas
$7.1M +$429K +1,447 +6%
PCM
681
Palisade Capital Management
New Jersey
$7.1M
CW
682
CIC Wealth
Maryland
$7.07M +$24K +81 +0.3%
Point72 Asset Management
683
Point72 Asset Management
Connecticut
$7.07M +$7.07M +23,849 New
Acadian Asset Management
684
Acadian Asset Management
Massachusetts
$7.05M +$1.45M +4,907 +26%
IEFM
685
IQ EQ Fund Management
Ireland
$7.03M +$7.03M +23,700 New
Squarepoint
686
Squarepoint
New York
$7.01M -$116M -390,830 -94%
CAL
687
Capital Analysts LLC
Pennsylvania
$7.01M -$165K -555 -2%
CFG
688
Cambridge Financial Group
Ohio
$7.01M -$294K -992 -4%
AF
689
Allworth Financial
California
$6.99M +$342K +1,155 +5%
IMRF
690
Illinois Municipal Retirement Fund
Illinois
$6.99M
SAMT
691
Select Asset Management & Trust
Pennsylvania
$6.97M -$3.71M -12,500 -35%
CIA
692
Choate Investment Advisors
Massachusetts
$6.96M +$208K +701 +3%
EI
693
Ethic Inc
New York
$6.94M +$1.43M +4,811 +26%
CWP
694
Cyndeo Wealth Partners
Florida
$6.9M +$1.46M +4,922 +27%
CL
695
Choreo LLC
Illinois
$6.89M +$1.24M +4,190 +22%
GHA
696
Granite Harbor Advisors
Texas
$6.86M -$19K -64 -0.3%
BFG
697
Bleakley Financial Group
New Jersey
$6.85M +$191K +645 +3%
LFAS
698
Level Four Advisory Services
Texas
$6.85M +$1.39M +4,678 +25%
LPT
699
Legacy Private Trust
Wisconsin
$6.84M +$101K +339 +1%
WAS
700
WESPAC Advisors SoCal
California
$6.84M +$105K +355 +2%