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 %
MLM
1176
Mount Lucas Management
Pennsylvania
$2.63M +$15.4K +52 +0.6%
AAIM
1177
Asset Advisors Investment Management
Georgia
$2.62M -$19.3K -65 -0.7%
TW
1178
TrinityPoint Wealth
Connecticut
$2.61M -$48.3K -163 -2%
CCM
1179
Cullen Capital Management
New York
$2.61M -$8.3K -28 -0.3%
BOPW
1180
Brandywine Oak Private Wealth
Pennsylvania
$2.61M -$9.79K -33 -0.4%
VSQM
1181
V-Square Quantitative Management
Illinois
$2.61M +$971K +3,274 +59%
HVP
1182
Hudson Value Partners
Florida
$2.59M +$1.06M +3,572 +69%
FG
1183
Fiduciary Group
Georgia
$2.59M +$56.9K +192 +2%
WAP
1184
Wealthcare Advisory Partners
Pennsylvania
$2.59M +$84.5K +285 +3%
NB
1185
Nicolet Bankshares
Wisconsin
$2.59M +$20.2K +68 +0.8%
EHWM
1186
Eads & Heald Wealth Management
Georgia
$2.56M -$593 -2 -0%
SCI
1187
S&CO Inc
Massachusetts
$2.56M
GWM
1188
GSB Wealth Management
Connecticut
$2.55M +$83.9K +283 +3%
CII
1189
Capital International Inc
California
$2.54M +$513K +1,731 +25%
Balyasny Asset Management
1190
Balyasny Asset Management
Illinois
$2.54M -$18.5M -62,485 -88%
CFA
1191
CWS Financial Advisors
Michigan
$2.53M -$56K -189 -2%
MWM
1192
Meridian Wealth Management
Kentucky
$2.53M -$2.19M -7,388 -46%
CCG
1193
Ceeto Capital Group
Florida
$2.53M +$556K +1,875 +28%
FCA
1194
Fortis Capital Advisors
Kansas
$2.52M -$19.3K -65 -0.8%
KA
1195
Kercheville Advisors
Texas
$2.52M -$63.8K -215 -2%
RCAG
1196
Rehmann Capital Advisory Group
Michigan
$2.52M +$172K +579 +7%
PMG
1197
ProVise Management Group
Florida
$2.51M +$297 +1 +0%
SCM
1198
Shelton Capital Management
Colorado
$2.5M -$195K -657 -7%
CC
1199
Cypress Capital
Tennessee
$2.5M +$165K +555 +7%
PA
1200
Procyon Advisors
Connecticut
$2.5M +$80.7K +272 +3%