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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 %
PRI
1876
Prepared Retirement Institute
Pennsylvania
$906K +$906K +3,054 New
WP
1877
Westmount Partners
California
$906K -$41.2K -139 -4%
RBFC
1878
Roman Butler Fullerton & Co
Missouri
$905K -$158K -539 -15%
HI
1879
Human Investing
Oregon
$905K -$110K -372 -11%
GAM
1880
Gould Asset Management
California
$904K -$47.4K -160 -5%
AC
1881
Avestar Capital
New York
$904K +$193K +650 +27%
MW
1882
MBL Wealth
North Carolina
$903K +$231K +780 +34%
XS
1883
XR Securities
Illinois
$902K +$902K +3,043 New
DC
1884
DeDora Capital
California
$901K -$21.4K -72 -2%
PP
1885
Pingora Partners
Wyoming
$899K +$899K +3,032 New
HWP
1886
Highline Wealth Partners
California
$899K +$80.7K +272 +10%
WC
1887
Wexford Capital
Florida
$898K +$397K +1,340 +79%
MIS
1888
Morningstar Investment Services
Illinois
$897K +$622K +2,102 +226%
PBO
1889
Peoples Bank (Ohio)
Ohio
$895K -$33.8K -114 -4%
FDDB
1890
Fidelity D&D Bancorp
Pennsylvania
$895K +$14.2K +48 +2%
AWM
1891
Aberdeen Wealth Management
Illinois
$895K -$445K -1,500 -33%
I
1892
InceptionR
California
$894K +$894K +3,015 New
DPI
1893
Diversified Portfolios Inc
Michigan
$893K -$4.45K -15 -0.5%
WCM
1894
WealthBridge Capital Management
Ohio
$892K +$6.82K +23 +0.8%
SAM
1895
S.A. Mason
Michigan
$891K +$65.8K +222 +8%
CAM
1896
Cidel Asset Management
Ontario, Canada
$891K +$891K +3,005 New
FRA
1897
Front Row Advisors
California
$890K -$106K -357 -11%
BC
1898
Blackhill Capital
New Jersey
$890K
TPWA
1899
TRUE Private Wealth Advisors
Oregon
$888K +$89K +300 +11%
FDS
1900
First Dallas Securities
Texas
$887K -$404K -1,363 -31%