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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 %
JC
1676
Jentner Corp
Ohio
$1.18M +$65.5K +221 +6%
MCM
1677
MV Capital Management
Maryland
$1.18M +$6.82K +23 +0.6%
MIM
1678
Meridiem Investment Management
United Kingdom
$1.17M
BO
1679
Bank OZK
Arkansas
$1.17M -$23.1K -78 -2%
AA
1680
Aire Advisors
California
$1.17M -$6.53K -22 -0.6%
AF
1681
Advisornet Financial
Minnesota
$1.17M -$136K -460 -10%
SIS
1682
Strategic Investment Solutions
Illinois
$1.17M -$66.1M -223,062 -98%
CCMW
1683
Cypress Capital Management (Wyoming)
Wyoming
$1.17M -$310K -1,047 -21%
MA
1684
MONECO Advisors
Connecticut
$1.16M +$275K +927 +31%
OCM
1685
Orser Capital Management
Texas
$1.16M -$116K -392 -9%
BFA
1686
Bill Few Associates
Pennsylvania
$1.16M +$142K +492 +14%
SWA
1687
Sax Wealth Advisors
New Jersey
$1.16M +$211K +711 +22%
EM
1688
ELCO Management
New York
$1.16M +$197K +664 +20%
FNWA
1689
Financial Network Wealth Advisors
Utah
$1.16M +$1.16M +3,906 New
SFI
1690
SPC Financial Inc
Maryland
$1.16M +$182K +613 +19%
PAM
1691
Paradigm Asset Management
New York
$1.15M -$29.7K -100 -3%
PWS
1692
Private Wealth Strategies
Ohio
$1.15M +$890 +3 +0.1%
FAM
1693
Formidable Asset Management
Ohio
$1.15M
PWP
1694
Phillips Wealth Planners
Mississippi
$1.15M +$3.83K +13 +0.3%
MA
1695
MKT Advisors
California
$1.15M -$289 -1 -0%
AAM
1696
AMI Asset Management
California
$1.15M -$27K -91 -2%
GA
1697
GoalVest Advisory
New York
$1.15M +$223K +753 +24%
WSCM
1698
Wellington Shields Capital Management
New York
$1.15M +$2.97K +10 +0.3%
NG
1699
Norden Group
Utah
$1.14M +$19.3K +65 +2%
GWANC
1700
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.14M +$48.3K +163 +4%