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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 %
CWP
1376
Concord Wealth Partners
Virginia
$1.86M +$392K +1,323 +27%
IR
1377
IAT Reinsurance
New York
$1.85M
BSA
1378
Braun Stacey Associates
New York
$1.85M +$44.5K +150 +2%
AWM
1379
Aries Wealth Management
Maine
$1.84M -$69.1K -233 -4%
BAM
1380
Boyar Asset Management
New York
$1.84M -$4.45K -15 -0.2%
ILI
1381
Invesco LLC (Illinois)
Illinois
$1.83M -$38K -128 -2%
HSWM
1382
Hubbell Strickland Wealth Management
Louisiana
$1.83M -$4.45K -15 -0.2%
TA
1383
TFG Advisers
Michigan
$1.83M +$58.1K +196 +3%
TH
1384
TCTC Holdings
Texas
$1.82M +$8.6K +29 +0.5%
AWP
1385
Accretive Wealth Partners
New Jersey
$1.82M -$11.9K -40 -0.6%
TA
1386
TruWealth Advisors
Louisiana
$1.81M +$88.1K +297 +5%
KIG
1387
Kowal Investment Group
Wisconsin
$1.81M -$85.7K -289 -5%
MIM
1388
Morningstar Investment Management
Illinois
$1.81M +$1.45M +4,893 +409%
HCM
1389
Howard Capital Management
Georgia
$1.8M +$194K +655 +12%
PCA
1390
Pallas Capital Advisors
Massachusetts
$1.8M -$734K -2,476 -29%
PWM
1391
Palumbo Wealth Management
New York
$1.8M +$14.5K +49 +0.8%
CCP
1392
Clarkston Capital Partners
Michigan
$1.8M +$29.6K +100 +2%
MIM
1393
Montgomery Investment Management
Maryland
$1.8M -$119K -400 -6%
PCG
1394
PFC Capital Group
California
$1.79M +$1.79M +6,050 New
C
1395
Certuity
Florida
$1.79M +$1.13M +3,798 +169%
SAA
1396
Southeast Asset Advisors
Georgia
$1.79M +$63.2K +213 +4%
FDS
1397
Freedom Day Solutions
Texas
$1.79M +$121K +408 +7%
RCM
1398
RMR Capital Management
California
$1.79M +$1.79M +6,039 New
FCP
1399
Fidelis Capital Partners
Florida
$1.79M +$548K +1,849 +44%
AGAM
1400
Audent Global Asset Management
California
$1.79M +$1.22M +4,130 +218%