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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 %
CT
926
Coastline Trust
Rhode Island
$4.21M -$75.6K -255 -2%
FAM
927
Fred Alger Management
New York
$4.19M +$796K +2,686 +23%
Capital Fund Management (CFM)
928
Capital Fund Management (CFM)
France
$4.19M -$18.8M -63,399 -82%
HSA
929
HBK Sorce Advisory
Pennsylvania
$4.18M -$85.7K -289 -2%
MIC
930
Means Investment Company
Maine
$4.18M +$21.9K +74 +0.5%
AWM
931
Avior Wealth Management
Nebraska
$4.17M -$158K -534 -4%
AOWM
932
Alpha Omega Wealth Management
Virginia
$4.16M -$19.6K -66 -0.5%
PCMC
933
Planning Capital Management Corporation
Pennsylvania
$4.16M +$4.16M +14,027 New
AIM
934
Anchor Investment Management
South Carolina
$4.15M +$110K +370 +3%
EWA
935
Exencial Wealth Advisors
Oklahoma
$4.14M +$150K +506 +4%
DAC
936
Dividend Assets Capital
South Carolina
$4.14M -$291K -982 -7%
FA
937
FDx Advisors
Illinois
$4.13M -$1.28M -4,305 -24%
MPI
938
Mairs & Power Inc
Minnesota
$4.12M -$64K -216 -2%
NIC
939
Northwest Investment Counselors
Oregon
$4.12M +$2.08K +7 +0.1%
APP
940
Avantax Planning Partners
Iowa
$4.11M +$43K +145 +1%
VCP
941
Verus Capital Partners
Arizona
$4.06M -$22.2K -75 -0.5%
SCP
942
Shorepoint Capital Partners
Massachusetts
$4.06M +$41.5K +140 +1%
DIM
943
DLK Investment Management
California
$4.02M +$4.02M +13,572 New
BA
944
Birinyi Associates
Connecticut
$4.02M +$4.02M +13,544 New
WC
945
Weil Company
California
$4.02M
BFW
946
Brady Family Wealth
Missouri
$3.99M -$17.2K -58 -0.4%
PIM
947
Penobscot Investment Management
Massachusetts
$3.99M +$107K +361 +3%
HT
948
Heritage Trust
Oklahoma
$3.98M -$17.5K -59 -0.4%
CA
949
Claro Advisors
Massachusetts
$3.98M +$119K +400 +3%
CM
950
Caption Management
Oklahoma
$3.97M -$297K -1,000 -7%