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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 %
CWI
2126
Conscious Wealth Investments
Florida
$641K +$641K +2,158 New
HBT
2127
Heartland Bank & Trust
Illinois
$640K -$4.15K -14 -0.6%
AFG
2128
Allegheny Financial Group
Pennsylvania
$640K -$36.2K -122 -5%
MLFP
2129
MPS Loria Financial Planners
Illinois
$639K -$1.19K -4 -0.2%
EAM
2130
Empirical Asset Management
Massachusetts
$638K +$43.3K +146 +7%
EWP
2131
Elevation Wealth Partners
California
$637K +$199K +755 +45%
MYIA
2132
Mount Yale Investment Advisors
Colorado
$636K +$76.2K +257 +14%
PCP
2133
Proficio Capital Partners
Massachusetts
$636K -$59.9K -202 -9%
FSG
2134
Financial Strategies Group
Michigan
$635K
WDC
2135
Woodward Diversified Capital
California
$632K -$11.3K -38 -2%
CFC
2136
Coyle Financial Counsel
Illinois
$632K -$297 -1 -0%
PC
2137
Port Capital
Illinois
$628K -$6.82K -23 -1%
BAM
2138
Byrne Asset Management
New Jersey
$627K -$790K -3,000 Closed
SCP
2139
Sivia Capital Partners
California
$626K +$626K +2,113 New
QWP
2140
Quotient Wealth Partners
Texas
$626K +$626K +2,110 New
RWA
2141
Redhawk Wealth Advisors
Minnesota
$624K -$1.78K -6 -0.3%
APW
2142
Austin Private Wealth
Texas
$624K +$3.26K +11 +0.5%
WI
2143
Wedgewood Investors
Pennsylvania
$623K -$7.41K -25 -1%
ACM
2144
Advance Capital Management
Michigan
$621K +$1.48K +5 +0.2%
RCM
2145
Riverpark Capital Management
New York
$620K +$199K +671 +47%
MCM
2146
Marathon Capital Management
Maryland
$619K
WC
2147
Waterloo Capital
Texas
$617K +$617K +2,082 New
SFSG
2148
Sound Financial Strategies Group
Mississippi
$617K -$316K -1,066 -34%
DG
2149
DMC Group
Alabama
$617K -$58.1K -196 -9%
TCB
2150
Texas Capital Bancshares
Texas
$614K -$2.37K -8 -0.4%