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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 %
ACP
1851
Aviance Capital Partners
Florida
$938K -$190K -642 -17%
T
1852
TOBAM
France
$937K -$155K -522 -14%
EA
1853
Everpar Advisors
Oklahoma
$936K +$936K +3,158 New
ICM
1854
IMS Capital Management
Oregon
$935K
CPC
1855
Consolidated Planning Corp
Georgia
$935K -$65.2K -220 -7%
AP
1856
Atwood & Palmer
Missouri
$931K -$37.1K -125 -4%
OFS
1857
OneAscent Financial Services
Alabama
$929K +$386K +1,300 +71%
AL
1858
Aspiriant LLC
California
$928K -$64.7K -218 -7%
MFF
1859
Mango Five Family
Nevada
$928K +$928K +3,129 New
TSS
1860
Two Sigma Securities
New York
$927K +$927K +3,125 New
CRWM
1861
Castle Rock Wealth Management
California
$918K +$87.2K +302 +10%
RF
1862
Rollins Financial
Georgia
$918K -$14.8K -50 -2%
RFA
1863
Rollins Financial Advisors
New York
$918K +$918K +3,097 New
BMC
1864
Benin Management Corp
Connecticut
$917K +$3.26K +11 +0.4%
MCWA
1865
Meadow Creek Wealth Advisors
Georgia
$916K +$916K +3,091 New
COCM
1866
Charter Oak Capital Management
New Hampshire
$915K -$4.15K -14 -0.5%
WB
1867
West Bancorporation
Iowa
$914K
PCS
1868
Personal CFO Solutions
New Jersey
$913K +$61.1K +206 +7%
HCM
1869
Highview Capital Management
Illinois
$913K +$14.8K +50 +2%
HIF
1870
Hill Island Financial
Michigan
$912K +$107K +360 +13%
PWM
1871
Partnership Wealth Management
Maryland
$911K +$911K +3,114 New
RFS
1872
Richardson Financial Services
Massachusetts
$911K +$911K +3,071 New
SPWM
1873
Schrum Private Wealth Management
Florida
$910K -$220K -743 -19%
CFP
1874
Catalyst Financial Partners
Massachusetts
$907K -$23.7K -80 -3%
ECU
1875
Eisler Capital (UK)
United Kingdom
$907K +$907K +3,058 New