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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 %
UW
1826
Unique Wealth
Florida
$963K +$11.3K +38 +1%
MIH
1827
Meitav Investment House
Israel
$963K
LI
1828
Lafayette Investments
Maryland
$963K +$34.4K +116 +4%
PP
1829
PDS Planning
Ohio
$963K -$16.3K -55 -2%
IIA
1830
Integral Investment Advisors
California
$963K +$58.4K +197 +6%
AWM
1831
Atticus Wealth Management
Florida
$962K +$54.3K +183 +6%
CWM
1832
Cahaba Wealth Management
Georgia
$961K -$17.2K -58 -2%
AWG
1833
Altus Wealth Group
Colorado
$961K +$60.8K +205 +7%
AIM
1834
Alhambra Investment Management
Florida
$960K -$4.45K -15 -0.5%
PMSA
1835
Patrick M. Sweeney & Associates
Illinois
$959K +$959K +3,236 New
FFA
1836
Fortune Financial Advisors
Kansas
$957K +$296 +1 +0%
TCM
1837
Twin Capital Management
Pennsylvania
$957K
PFGIA
1838
Patriot Financial Group Insurance Agency
Massachusetts
$956K -$803K -2,710 -46%
WR
1839
WD Rutherford
Oregon
$955K
LOPW
1840
Live Oak Private Wealth
North Carolina
$955K +$8.9K +30 +0.9%
UAML
1841
US Asset Management LLC
Pennsylvania
$952K +$952K +3,212 New
CFFP
1842
Center for Financial Planning
Michigan
$948K
LSC
1843
Lesa Sroufe & Co
Washington
$945K
CC
1844
Constitution Capital
Connecticut
$944K -$14.8K -50 -2%
DWMS
1845
Dominguez Wealth Management Solutions
Virginia
$944K -$2.37K -8 -0.3%
SI
1846
Saxon Interests
Texas
$943K +$943K +3,181 New
KCM
1847
KRS Capital Management
Michigan
$941K -$22.5K -76 -2%
VCWA
1848
Vanguard Capital Wealth Advisors
Colorado
$941K +$3.26K +11 +0.3%
SC
1849
Scholtz & Company
Connecticut
$940K +$940K +3,170 New
EAM
1850
Evanson Asset Management
California
$938K +$890 +3 +0.1%