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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 %
LWM
1926
Lakeridge Wealth Management
Ohio
$854K +$854K +2,879 New
GWM
1927
GDS Wealth Management
Texas
$854K +$1.48K +5 +0.2%
AWA
1928
Alta Wealth Advisors
Massachusetts
$853K -$11.3K -38 -1%
IBOK
1929
Independence Bank of Kentucky
Kentucky
$852K +$62.3K +210 +8%
CG
1930
Clarus Group
Texas
$851K -$8.9K -30 -1%
MAM
1931
MWA Asset Management
Massachusetts
$851K +$15.1K +51 +2%
PD
1932
Planning Directions
Pennsylvania
$850K +$22.2K +75 +3%
PSFG
1933
Prairie Sky Financial Group
Illinois
$849K +$4.45K +15 +0.5%
GC
1934
Garde Capital
Washington
$847K +$153K +515 +22%
CA
1935
CapWealth Advisors
Tennessee
$847K
CA
1936
Cornerstone Advisory
Maryland
$846K -$15.4K -52 -2%
WWP
1937
WR Wealth Planners
Missouri
$845K +$5.34K +18 +0.6%
MPIA
1938
Mountain Pacific Investment Advisers
Idaho
$838K -$4.15K -14 -0.5%
MIM
1939
Miller Investment Management
Pennsylvania
$838K
RA
1940
RiverPark Advisors
New York
$838K +$274K +923 +49%
BWA
1941
Bordeaux Wealth Advisors
California
$837K +$32.3K +109 +4%
SIC
1942
Samalin Investment Counsel
New York
$837K +$8.6K +29 +1%
BEC
1943
Blue Edge Capital
Virginia
$836K
GFS
1944
GYL Financial Synergies
Connecticut
$835K -$45.4K -153 -5%
SQA
1945
Simon Quick Advisors
New Jersey
$832K +$24.9K +84 +3%
LCM
1946
LCM Capital Management
Illinois
$832K -$20.2K -68 -2%
OPOWM
1947
One Plus One Wealth Management
Florida
$832K
CS
1948
Cannell & Spears
New York
$831K +$62.9K +212 +8%
LGA
1949
Lebenthal Global Advisors
New York
$831K +$115K +388 +16%
CRIG
1950
Charter Research & Investment Group
Connecticut
$830K