MCD icon

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 %
FM
701
Freemont Management
Switzerland
$6.82M
CMP
702
Coston McIsaac & Partners
Maine
$6.82M +$127K +430 +2%
ClearBridge Investments
703
ClearBridge Investments
New York
$6.81M +$4.99M +16,819 +273%
NMIMC
704
Northwestern Mutual Investment Management Company
Wisconsin
$6.81M -$12.8K -43 -0.2%
SW
705
Solidarity Wealth
Utah
$6.8M -$2.83M -9,554 -29%
BAM
706
Bell Asset Management
Australia
$6.8M +$6.8M +22,929 New
NP
707
NorthRock Partners
Minnesota
$6.74M +$2.65M +8,927 +65%
ST
708
Smithfield Trust
Pennsylvania
$6.73M -$203K -686 -3%
KFP
709
KMG Fiduciary Partners
Ohio
$6.67M +$124K +419 +2%
AC
710
Addenda Capital
Quebec, Canada
$6.67M -$6.82K -23 -0.1%
ZCM
711
Ziegler Capital Management
Illinois
$6.66M -$608K -2,049 -8%
PAS
712
Park Avenue Securities
New York
$6.59M +$131K +442 +2%
SWA
713
Stratos Wealth Advisors
Ohio
$6.58M +$103K +348 +2%
AP
714
Appleton Partners
Massachusetts
$6.54M -$409K -1,378 -6%
HA
715
Hamel Associates
New Jersey
$6.53M +$890K +3,000 +16%
FTDI
716
First Trust Direct Indexing
Massachusetts
$6.5M +$898K +3,029 +16%
MCC
717
Money Concepts Capital
Florida
$6.47M -$88.4K -298 -1%
RAM
718
Riggs Asset Management
Pennsylvania
$6.42M -$56.9K -192 -0.9%
USAA
719
United Services Automobile Association
Texas
$6.41M +$554K +1,867 +9%
HCM
720
Hodges Capital Management
Texas
$6.4M +$3.58M +12,059 +127%
WCM
721
Whitener Capital Management
North Carolina
$6.39M +$177K +597 +3%
DAS
722
Dynamic Advisor Solutions
Arizona
$6.37M +$638K +2,208 +11%
CK
723
Cohen Klingenstein
New York
$6.35M
ZDA
724
Zweig-DiMenna Associates
New York
$6.34M -$10.9M -36,630 -63%
WW
725
Windle Wealth
Oklahoma
$6.33M -$258K -869 -4%