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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 %
PI
1251
Pettee Investors
Connecticut
$2.28M
DAM
1252
Delta Asset Management
Tennessee
$2.28M -$218K -736 -9%
JPMIA
1253
J.P. Marvel Investment Advisors
Massachusetts
$2.28M -$56K -189 -2%
WBC
1254
West Branch Capital
Massachusetts
$2.28M +$137K +462 +6%
CWM
1255
Calamos Wealth Management
Illinois
$2.28M -$133K -448 -6%
AWAG
1256
ARS Wealth Advisors Group
Florida
$2.28M +$16.6K +56 +0.7%
VAS
1257
Valicenti Advisory Services
New York
$2.26M +$2.26M +7,620 New
HH
1258
Hilltop Holdings
Texas
$2.26M -$13.9K -47 -0.6%
RSVP
1259
Ramsay Stattman Vela & Price
Colorado
$2.25M -$22.2K -75 -1%
SJIM
1260
St. Johns Investment Management
Florida
$2.25M +$151K +510 +7%
WSTAM
1261
Wilbanks Smith & Thomas Asset Management
Virginia
$2.24M +$1.19K +4 +0.1%
MCM
1262
Manchester Capital Management
Vermont
$2.24M +$23.4K +79 +1%
CCA
1263
Cobblestone Capital Advisors
New York
$2.23M -$29.7K -100 -1%
MYLI
1264
Meiji Yasuda Life Insurance
Japan
$2.23M
CI
1265
Cavalier Investments
Georgia
$2.23M +$50.1K +169 +2%
AWP
1266
Ascent Wealth Partners
New York
$2.23M +$17.2K +58 +0.8%
BHCM
1267
Brevan Howard Capital Management
Jersey
$2.22M +$1.79M +6,031 +411%
WA1
1268
Wimmer Associates 1
California
$2.22M
CG
1269
Caprock Group
Idaho
$2.22M +$12.5K +42 +0.6%
B
1270
Barings
North Carolina
$2.22M -$289K -973 -12%
FM
1271
Foster & Motley
Ohio
$2.21M -$258K -869 -10%
CP
1272
Cumberland Partners
Ontario, Canada
$2.21M -$2.7M -9,270 -55%
CI
1273
CX Institutional
Indiana
$2.21M -$171K -578 -7%
TWM
1274
Tradition Wealth Management
Minnesota
$2.2M +$23.7K +80 +1%
FFO
1275
Fortitude Family Office
Arizona
$2.2M +$2.2M +7,419 New