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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 %
NC
801
NBW Capital
Massachusetts
$5.36M -$102K -345 -2%
MIA
802
MMBG Investment Advisors
Florida
$5.35M -$119K -400 -2%
LIA
803
LS Investment Advisors
Michigan
$5.35M +$83.9K +283 +2%
MWM
804
Mission Wealth Management
California
$5.33M +$243K +821 +5%
WIC
805
Woodmont Investment Counsel
Tennessee
$5.32M -$580K -1,955 -10%
TFS
806
Thoroughbred Financial Services
Tennessee
$5.32M +$545K +1,838 +11%
OAM
807
Oppenheimer Asset Management
New York
$5.31M -$43.9K -148 -0.8%
IFAM
808
Institutional & Family Asset Management
Colorado
$5.3M -$487K -1,643 -8%
S
809
SignatureFD
Georgia
$5.27M +$216K +730 +4%
WB
810
Webster Bank
Connecticut
$5.26M +$106K +358 +2%
ALAM
811
Asahi Life Asset Management
Japan
$5.25M -$3.75M -12,644 -42%
MMA
812
Mizuho Markets Americas
New York
$5.21M +$1.96M +6,620 +60%
SCM
813
Spring Capital Management
Texas
$5.2M +$96.7K +326 +2%
OCAM
814
Onex Canada Asset Management
Ontario, Canada
$5.2M -$1.55M -5,215 -23%
BHWM
815
Bar Harbor Wealth Management
New Hampshire
$5.2M -$23.1K -78 -0.4%
Artisan Partners
816
Artisan Partners
Wisconsin
$5.19M +$5.19M +17,505 New
EA
817
Ellsworth Advisors
Ohio
$5.19M +$73.2K +247 +1%
CIC
818
Crawford Investment Counsel
Georgia
$5.17M -$143K -482 -3%
FWP
819
FAS Wealth Partners
Kansas
$5.17M +$116K +392 +2%
CTA
820
Colonial Trust Advisors
South Carolina
$5.17M -$231K -780 -4%
ET
821
Equitable Trust
Tennessee
$5.16M
NP
822
Nilsine Partners
Colorado
$5.15M -$15.7K -53 -0.3%
LWP
823
LMG Wealth Partners
Louisiana
$5.13M +$304K +1,024 +6%
WPP
824
Whalerock Point Partners
Rhode Island
$5.1M -$72.1K -243 -1%
NEAM
825
New England Asset Management
Connecticut
$5.1M -$474K -1,600 -9%