MCD icon

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 %
WTB
1551
Washington Trust Bank
Washington
$1.41M
BWP
1552
Barlow Wealth Partners
Kentucky
$1.41M +$1.41M +4,761 New
WFI
1553
West Family Investments
California
$1.41M +$13.9K +47 +1%
CRI
1554
Colonial River Investments
Virginia
$1.41M +$208K +700 +17%
CW
1555
Connectus Wealth
Ohio
$1.4M +$408K +1,374 +41%
GI
1556
GAMMA Investing
California
$1.4M +$1.4M +4,772 New
CAAS
1557
Capital Asset Advisory Services
Michigan
$1.4M -$86.9K -293 -6%
ZIC
1558
ZWJ Investment Counsel
Georgia
$1.4M -$80.1K -270 -5%
PWP
1559
Precedent Wealth Partners
Texas
$1.39M +$1.39M +4,691 New
AMIM
1560
Aull & Monroe Investment Management
Alabama
$1.39M
CC
1561
Cannell & Co
New York
$1.39M +$151K +510 +12%
Koshinski Asset Management
1562
Koshinski Asset Management
Illinois
$1.38M -$433K -1,460 -24%
PI
1563
PFG Investments
New York
$1.38M +$303K +1,021 +28%
SA
1564
SRN Advisors
Pennsylvania
$1.38M +$1.38M +4,657 New
PGAM
1565
Princeton Global Asset Management
New Jersey
$1.38M -$106K -359 -7%
SAM
1566
SignalPoint Asset Management
Missouri
$1.37M +$11.9K +40 +0.9%
MMPW
1567
Mitchell McLeod Pugh & Williams
Alabama
$1.37M +$36.8K +124 +3%
JWA
1568
JFS Wealth Advisors
Pennsylvania
$1.37M +$24.3K +82 +2%
LFA
1569
Legacy Financial Advisors
Kentucky
$1.37M +$61.4K +207 +5%
CT
1570
Colonial Trust
South Carolina
$1.37M +$122K +413 +10%
IIM
1571
InTrack Investment Management
Vermont
$1.37M +$343K +1,156 +33%
FCBT
1572
First Citizens Bank & Trust
North Carolina
$1.37M -$456K -1,539 -25%
AFG
1573
ABLE Financial Group
Arizona
$1.37M +$30.2K +102 +2%
LWM
1574
Laidlaw Wealth Management
New York
$1.37M -$595K -2,006 -30%
SSA
1575
South Street Advisors
New York
$1.37M