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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 %
FAIM
1151
Financial Advocates Investment Management
Washington
$2.78M +$130K +439 +5%
GLR
1152
Great Lakes Retirement
Ohio
$2.77M +$21.9K +74 +0.8%
SDWIA
1153
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.77M
QI
1154
Qtron Investments
Massachusetts
$2.77M
RCG
1155
Regatta Capital Group
California
$2.77M +$32.9K +111 +1%
BCA
1156
Bay Colony Advisors
Massachusetts
$2.77M +$707K +2,386 +34%
SF
1157
Summit Financial
New Jersey
$2.76M -$160K -538 -5%
BBWA
1158
Bell & Brown Wealth Advisors
California
$2.75M +$2.75M +9,288 New
CIA
1159
Cohen Investment Advisors
New Hampshire
$2.74M -$230K -777 -8%
RIA
1160
Realta Investment Advisors
Delaware
$2.73M -$505K -1,703 -16%
PCA
1161
Peddock Capital Advisors
Massachusetts
$2.73M +$67K +226 +3%
HWM
1162
Hohimer Wealth Management
Washington
$2.73M +$5.04K +17 +0.2%
DAM
1163
Diamant Asset Management
Connecticut
$2.71M +$133K +450 +5%
CAM
1164
Cozad Asset Management
Illinois
$2.7M -$63.7K -215 -2%
IB
1165
Intrust Bank
Kansas
$2.7M -$324K -1,093 -11%
FB
1166
Fulton Bank
Pennsylvania
$2.69M -$40.9K -138 -1%
SS
1167
Sunbelt Securities
Texas
$2.69M +$130K +438 +5%
FMWA
1168
Forvis Mazars Wealth Advisors
Missouri
$2.68M +$127K +428 +5%
MFGM
1169
Marshall Financial Group (Maryland)
Maryland
$2.68M +$136K +458 +5%
KFGK
1170
Keystone Financial Group (Kentucky)
Kentucky
$2.67M +$148K +499 +6%
JFGIW
1171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.66M +$220K +741 +9%
GAM
1172
Griffin Asset Management
New York
$2.65M -$16.9K -57 -0.6%
PCM
1173
Pinnbrook Capital Management
New York
$2.65M +$2.65M +8,941 New
PA
1174
PFW Advisors
Georgia
$2.64M +$32K +108 +1%
WGAM
1175
Wilkinson Global Asset Management
New York
$2.64M -$1.48K -5 -0.1%