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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 %
TAM
1226
Tealwood Asset Management
Minnesota
$2.37M -$22.2K -75 -0.9%
PTP
1227
Platform Technology Partners
New York
$2.36M +$159K +549 +7%
SFO
1228
Stokes Family Office
Louisiana
$2.36M -$1.13M -3,827 -32%
CPSC
1229
Carl P. Sherr & Co
Massachusetts
$2.36M -$124K -419 -5%
RCM
1230
RNC Capital Management
California
$2.35M -$208K -702 -8%
GFPC
1231
Global Financial Private Client
Florida
$2.35M +$124K +417 +6%
CBT
1232
CoreFirst Bank & Trust
Kansas
$2.35M -$176K -592 -7%
BWM
1233
BKM Wealth Management
Wisconsin
$2.35M +$2.35M +7,910 New
FTWA
1234
Fifth Third Wealth Advisors
Ohio
$2.34M +$150K +507 +7%
ST
1235
Sentinel Trust
Texas
$2.34M
LRPA
1236
L. Roy Papp & Associates
Arizona
$2.34M -$37.7K -127 -2%
CWM
1237
Cornerstone Wealth Management
Missouri
$2.33M -$493K -1,662 -17%
APWA
1238
Atlas Private Wealth Advisors
New Jersey
$2.33M -$36.5K -123 -2%
FMB
1239
Field & Main Bank
Kentucky
$2.32M +$22.2K +75 +1%
MSFS
1240
Main Street Financial Solutions
Pennsylvania
$2.32M +$114K +385 +5%
WP
1241
Wealthspan Partners
Iowa
$2.32M +$26.4K +89 +1%
JMFC
1242
J.M. Forbes & Co
Massachusetts
$2.31M +$136K +460 +6%
CI
1243
Cigna Investments
Connecticut
$2.31M -$5.93K -20 -0.3%
MPPW
1244
Mitchell & Pahl Private Wealth
Oklahoma
$2.3M -$116K -390 -5%
HAC
1245
Harbor Advisory Corp
New Hampshire
$2.3M -$115K -388 -5%
AIS
1246
AM Investment Strategies
Tennessee
$2.3M -$90.4K -305 -4%
OF
1247
Outfitter Financial
Maine
$2.3M -$2.97K -10 -0.1%
CAM
1248
Cypress Asset Management
Texas
$2.29M -$8.9K -30 -0.4%
JC
1249
JB Capital
Connecticut
$2.29M +$1.19K +4 +0.1%
BFPW
1250
BOK Financial Private Wealth
Colorado
$2.29M -$63.8K -215 -3%