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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 %
GP
1751
Greenline Partners
New York
$1.08M
CCM
1752
Compass Capital Management
Minnesota
$1.08M
CBA
1753
Coastal Bridge Advisors
Connecticut
$1.08M +$3.56K +12 +0.3%
SIC
1754
Sterling Investment Counsel
New York
$1.08M +$66.7K +225 +7%
Qube Research & Technologies (QRT)
1755
Qube Research & Technologies (QRT)
United Kingdom
$1.08M -$349M -1,176,217 -100%
RW
1756
Rede Wealth
Virginia
$1.08M
ATC
1757
Advantage Trust Company
Kansas
$1.08M +$1.08M +3,643 New
CVA
1758
Central Valley Advisors
California
$1.08M +$1.08M +3,631 New
FFA
1759
Fragasso Financial Advisors
Pennsylvania
$1.08M +$17.8K +60 +2%
ERIM
1760
Eagle Ridge Investment Management
Connecticut
$1.07M -$9.49K -32 -0.9%
CIP
1761
Convergence Investment Partners
Florida
$1.07M +$707K +2,385 +193%
NCM
1762
NCM Capital Management
New Jersey
$1.07M +$3.26K +11 +0.3%
HWA
1763
Heartwood Wealth Advisors
Virginia
$1.06M
JWM
1764
Jeppson Wealth Management
California
$1.06M -$5.93K -20 -0.6%
WMA
1765
Wealth Management Associates
New Jersey
$1.06M +$3.56K +12 +0.3%
KIC
1766
Keating Investment Counselors
Florida
$1.06M
CWM
1767
Circle Wealth Management
New Jersey
$1.05M -$6.23K -21 -0.6%
SIAP
1768
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M +$70.9K +239 +7%
HFA
1769
High Falls Advisors
New York
$1.05M -$59.3K -200 -5%
FHWM
1770
Fox Hill Wealth Management
Massachusetts
$1.05M +$1.05M +3,550 New
BWM
1771
Buckley Wealth Management
Nevada
$1.05M
LI
1772
LMCG Investments
Massachusetts
$1.05M -$10.4K -35 -1%
BOM
1773
Bank of Marin
California
$1.05M -$10.4K -35 -1%
AR
1774
Advisory Research
Illinois
$1.05M -$612K -2,063 -37%
JEST
1775
JTC Employer Solutions Trustee
Jersey
$1.05M