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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 %
PPWM
1976
Paragon Private Wealth Management
Kentucky
$786K +$51K +172 +7%
MAG
1977
Mayfair Advisory Group
Alabama
$786K
ES
1978
ETF Store
Kansas
$785K +$4.45K +15 +0.6%
CB
1979
Centennial Bank
Arkansas
$781K +$34.7K +117 +5%
W
1980
Wealthquest
Ohio
$780K -$15.1K -51 -2%
AC
1981
AlphaCore Capital
California
$780K +$13.6K +46 +2%
SMA
1982
Sage Mountain Advisors
Georgia
$779K +$19.3K +65 +3%
AGWCA
1983
Annis Gardner Whiting Capital Advisors
Florida
$778K +$83.6K +282 +12%
WP
1984
WealthSource Partners
California
$777K -$11.6K -39 -1%
KP
1985
Keel Point
Alabama
$775K +$7.41K +25 +1%
EB
1986
Exchange Bank
California
$773K -$55.4K -187 -7%
LA
1987
Latitude Advisors
Florida
$772K -$5.64K -19 -0.7%
LFP
1988
Lakeshore Financial Planning
Michigan
$771K -$603K -2,033 -44%
ZB
1989
Zions Bancorporation
Utah
$771K +$69.4K +234 +10%
JSL
1990
JT Stratford LLC
Georgia
$770K -$36.8K -124 -5%
HI
1991
Hudock Inc
Pennsylvania
$770K +$1.78K +6 +0.2%
SOAMC
1992
Spirit of America Management Corp
New York
$765K -$119K -400 -13%
WP
1993
Waycross Partners
Kentucky
$764K
WF
1994
WoodTrust Financial
Wisconsin
$764K -$181K -609 -19%
TFG
1995
Taylor Financial Group
Virginia
$763K +$763K +2,575 New
SFG
1996
Summit Financial Group
West Virginia
$762K -$22.8K -77 -3%
DFG
1997
Delta Financial Group
New Jersey
$762K +$21.1K +71 +3%
BWM
1998
Baystate Wealth Management
Massachusetts
$762K +$2.37K +8 +0.3%
CFG
1999
Cooper Financial Group
California
$760K -$36.8K -124 -5%
SHFA
2000
SS&H Financial Advisors
Michigan
$757K