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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 %
CGL
1351
Clarius Group LLC
Washington
$1.92M -$175K -590 -8%
WHG
1352
Westwood Holdings Group
Texas
$1.92M -$15.7K -53 -0.8%
PAG
1353
Powers Advisory Group
Illinois
$1.92M -$44.8K -151 -2%
KWA
1354
Kingswood Wealth Advisors
California
$1.92M +$931K +3,140 +94%
NAS
1355
Nicolet Advisory Services
Wisconsin
$1.91M +$19.9K +69 +1%
ORG
1356
Optimist Retirement Group
Washington
$1.91M +$1.91M +6,439 New
RCM
1357
RB Capital Management
Nevada
$1.91M +$36.8K +124 +2%
TBNY
1358
Trustco Bank (New York)
New York
$1.91M -$59.3K -200 -3%
MFWP
1359
Mosaic Family Wealth Partners
Missouri
$1.9M -$11.9K -40 -0.6%
CRC
1360
Curi RMB Capital
Illinois
$1.9M -$2.37K -8 -0.1%
ZIG
1361
Zullo Investment Group
Pennsylvania
$1.9M +$52.5K +177 +3%
JF
1362
Jump Financial
Illinois
$1.89M -$4.25M -14,321 -69%
WI
1363
Wintrust Investments
Illinois
$1.89M -$18.1K -61 -0.9%
NA
1364
Navellier & Associates
Nevada
$1.88M +$251K +845 +15%
FIM
1365
Fernwood Investment Management
Massachusetts
$1.88M +$52.2K +176 +3%
EWM
1366
Evermay Wealth Management
Virginia
$1.88M -$124K -418 -6%
SMC
1367
Smith, Moore & Co
Missouri
$1.87M -$47.7K -161 -2%
FPAS
1368
Focus Partners Advisor Solutions
Missouri
$1.87M -$877K -2,959 -32%
EWA
1369
EverSource Wealth Advisors
Alabama
$1.87M +$4.15K +14 +0.2%
CNC
1370
Citizens & Northern Corp
Pennsylvania
$1.87M -$58.7K -198 -3%
BHIA
1371
Birch Hill Investment Advisors
Massachusetts
$1.86M +$59.3K +200 +3%
IHL
1372
Investment House LLC
California
$1.86M -$8.9K -30 -0.5%
AAP
1373
Arax Advisory Partners
Colorado
$1.86M -$593 -2 -0%
SAW
1374
Signal Advisors Wealth
Michigan
$1.86M +$1.86M +6,259 New
PGA
1375
Portland Global Advisors
Maine
$1.86M -$14.8K -50 -0.8%