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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 %
NERM
1601
New England Research & Management
Illinois
$1.31M
CFS
1602
CRA Financial Services
New Jersey
$1.31M -$189K -637 -13%
CWM
1603
Connecticut Wealth Management
Connecticut
$1.31M +$27.9K +94 +2%
AP
1604
Americana Partners
Texas
$1.31M +$123K +419 +10%
SAM
1605
Strategy Asset Managers
California
$1.3M -$94.6K -319 -7%
GC
1606
Gilbert & Cook
Iowa
$1.3M +$223K +753 +21%
WPC
1607
White Pine Capital
Minnesota
$1.3M -$102K -345 -7%
HFM
1608
Hartford Financial Management
Connecticut
$1.3M
NFG
1609
Nadler Financial Group
Illinois
$1.3M +$43.6K +147 +3%
OCM
1610
One Capital Management
California
$1.29M -$121K -408 -9%
RCM
1611
Radnor Capital Management
Pennsylvania
$1.29M +$39.4K +133 +3%
WTA
1612
Washington Trust Advisors
Massachusetts
$1.29M
FFA
1613
First Foundation Advisors
California
$1.29M -$2.59M -8,725 -67%
AIM
1614
Athena Investment Management
California
$1.29M -$44.2K -149 -3%
SFS
1615
Stiles Financial Services
Minnesota
$1.29M +$26.7K +90 +2%
FCAS
1616
First Command Advisory Services
Texas
$1.29M +$494K +1,670 +62%
WAM
1617
Weatherly Asset Management
California
$1.29M -$12.8K -43 -1%
CFCI
1618
Comprehensive Financial Consultants Institutional
Indiana
$1.29M +$17.8K +60 +1%
APW
1619
Acima Private Wealth
Virginia
$1.28M
MWM
1620
MGB Wealth Management
Texas
$1.28M +$1.28M +4,310 New
OIA
1621
Optimum Investment Advisors
Illinois
$1.28M -$860K -2,901 -40%
BSC
1622
Brown Shipley & Co
United Kingdom
$1.28M -$1.19K -4 -0.1%
CWM
1623
Centric Wealth Management
Illinois
$1.28M +$30.6K +107 +2%
TAM
1624
Todd Asset Management
Kentucky
$1.28M
DA
1625
Doliver Advisors
Texas
$1.28M +$77.7K +262 +6%