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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 %
TWM
776
TLW Wealth Management
Florida
$5.67M +$884K +2,982 +18%
CAM
777
Columbia Asset Management
Michigan
$5.67M -$68.5K -231 -1%
EF
778
Exeter Financial
Arizona
$5.62M -$159K -545 -3%
LSA
779
L & S Advisors
California
$5.62M +$390K +1,315 +7%
FIB
780
First Interstate Bank
Montana
$5.61M -$167K -563 -3%
SAG
781
SageView Advisory Group
California
$5.61M +$1.9M +6,447 +51%
FI
782
FJ Investments
Utah
$5.6M +$5.6M +18,900 New
WP
783
WMS Partners
Maryland
$5.6M -$725K -2,445 -11%
JWCA
784
J.W. Cole Advisors
Florida
$5.56M +$653K +2,203 +13%
OAM
785
Oak Asset Management
California
$5.55M -$97.8K -330 -2%
TYCC
786
Texas Yale Capital Corp
Florida
$5.54M +$719K +2,425 +15%
GLA
787
Good Life Advisors
Pennsylvania
$5.53M +$2.42M +8,148 +78%
MWM
788
Modera Wealth Management
New Jersey
$5.53M -$40.6K -137 -0.7%
III
789
Independent Investors Inc
New York
$5.48M -$19.6K -66 -0.4%
BBI
790
Baxter Bros Inc
Connecticut
$5.46M -$148K -500 -3%
DCM
791
Donaldson Capital Management
Indiana
$5.46M -$903K -3,045 -14%
CPIG
792
Chicago Partners Investment Group
Illinois
$5.42M -$235K -783 -4%
PWMAG
793
Pinnacle Wealth Management Advisory Group
New Jersey
$5.41M -$93.7K -316 -2%
CWP
794
CFM Wealth Partners
Texas
$5.41M +$46.6K +157 +0.9%
PA
795
Profund Advisors
Maryland
$5.41M +$692K +2,334 +15%
ECM
796
Everence Capital Management
Indiana
$5.41M +$795K +2,680 +17%
LBC
797
Lowe Brockenbrough & Co
Virginia
$5.4M +$297K +1,001 +6%
NGA
798
Naples Global Advisors
Florida
$5.38M +$18.4K +62 +0.3%
PPW
799
Parcion Private Wealth
Washington
$5.36M +$166K +559 +3%
NS
800
NBC Securities
Alabama
$5.36M -$404K -1,363 -7%