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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 %
UBG
1451
United Bank (Georgia)
Georgia
$1.65M -$228K -768 -12%
TFA
1452
Transamerica Financial Advisors
Florida
$1.65M -$370K -1,248 -18%
NWM
1453
NRI Wealth Management
California
$1.64M +$1.64M +5,533 New
WA
1454
Waverly Advisors
Alabama
$1.64M +$169K +569 +11%
SEP
1455
Southland Equity Partners
Missouri
$1.63M +$91.6K +309 +6%
OM
1456
OV Management
Minnesota
$1.63M +$1.63M +5,500 New
FGAM
1457
Financial Gravity Asset Management
Texas
$1.63M +$79.5K +70 +5%
EB
1458
Eastern Bank
Massachusetts
$1.62M -$83.9K -283 -5%
NEWAS
1459
N.E.W. Advisory Services
Wisconsin
$1.62M -$2.08K -7 -0.1%
KFC
1460
Klingenstein Fields & Co
New York
$1.61M -$35K -118 -2%
1WM
1461
1900 Wealth Management
Texas
$1.61M -$39.1K -132 -2%
SSW
1462
Smith Shellnut Wilson
Mississippi
$1.61M -$111K -374 -6%
DFA
1463
Delta Financial Advisors
Louisiana
$1.61M -$74.1K -250 -4%
CPIA
1464
Cornell Pochily Investment Advisors
New York
$1.61M +$35.6K +120 +2%
CAMV
1465
Concord Asset Management (Virginia)
Virginia
$1.6M +$577K +1,947 +57%
WPC
1466
Wedmont Private Capital
Pennsylvania
$1.6M +$54.9K +188 +4%
BCP
1467
Berkeley Capital Partners
Georgia
$1.59M -$31.1K -105 -2%
RPCONE
1468
Retirement Planning Company of New England
Rhode Island
$1.59M +$60.2K +203 +4%
IW
1469
Imprint Wealth
South Carolina
$1.59M -$119K -400 -7%
BTWM
1470
Baker Tilly Wealth Management
Wisconsin
$1.59M -$91.3K -308 -5%
CICI
1471
Capital Investment Counsel Inc
North Carolina
$1.59M -$5.93K -20 -0.4%
CF
1472
Centaurus Financial
California
$1.58M +$919K +3,100 +139%
JFA
1473
JNBA Financial Advisors
Minnesota
$1.58M -$33.2K -112 -2%
MFC
1474
Mechanics Financial Corp
Ohio
$1.58M +$10.7K +36 +0.7%
IWM
1475
Iams Wealth Management
Nebraska
$1.57M -$80.4K -271 -5%