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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 %
CMAI
1801
Capital Management Associates Inc
Minnesota
$1.01M +$1.01M +3,663 New
PSB
1802
Piscataqua Savings Bank
New Hampshire
$1.01M -$16.9K -57 -2%
PWM
1803
PBMares Wealth Management
Virginia
$1.01M +$3.26K +11 +0.3%
BCM
1804
BlueCrest Capital Management
Jersey
$1.01M -$1.41M -4,768 -58%
MWM
1805
Modern Wealth Management
Kansas
$1M +$1M +3,389 New
ECM
1806
Elgethun Capital Management
South Dakota
$1M -$70.6K -238 -7%
APG
1807
Abacus Planning Group
South Carolina
$1M +$1.19K +4 +0.1%
WPA
1808
Winning Points Advisors
Florida
$999K +$62.3K +210 +7%
FDCP
1809
Foster Dykema Cabot & Partners
Massachusetts
$995K +$995K +3,357 New
BAM
1810
Bosun Asset Management
Illinois
$994K +$32.6K +110 +3%
LWL
1811
Leo Wealth LLC
Texas
$993K +$993K +3,355 New
PG
1812
Patten Group
Tennessee
$993K -$140K -473 -12%
PWMG
1813
Prestige Wealth Management Group
New Jersey
$992K +$20.8K +70 +2%
LCM
1814
LVM Capital Management
Michigan
$990K -$1.48K -5 -0.1%
IWA
1815
Inspirion Wealth Advisors
Illinois
$989K
RDWM
1816
Red Door Wealth Management
Tennessee
$989K +$102K +345 +12%
WDL
1817
Well Done LLC
Michigan
$985K +$1.19K +4 +0.1%
MCIA
1818
Mountain Capital Investment Advisors
Colorado
$984K -$40.6K -139 -4%
WAL
1819
W Advisors LLC
Tennessee
$983K +$18.4K +62 +2%
CANY
1820
Caxton Associates (New York)
New York
$982K +$558K +1,881 +131%
CMANY
1821
Capital Management Associates (New York)
New York
$978K
BWA
1822
Blodgett Wealth Advisors
California
$977K -$445K -1,500 -31%
ICA
1823
Infrastructure Capital Advisors
New York
$975K +$975K +3,287 New
OC
1824
Oarsman Capital
Wisconsin
$971K -$8.9K -30 -0.9%
NBT
1825
Northwest Bank & Trust
Iowa
$968K +$968K +3,264 New