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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 %
MCM
2226
Maple Capital Management
Vermont
$563K +$16.9K +57 +3%
RGF
2227
Retirement Guys Formula
Ohio
$563K +$563K +1,897 New
LP
2228
LGL Partners
Pennsylvania
$562K +$296 +1 +0.1%
OPW
2229
Oxler Private Wealth
New York
$561K -$1.23M -4,164 -69%
MI
2230
Motiv8 Investments
Florida
$561K +$561K +1,893 New
SC
2231
Sepio Capital
Utah
$561K -$32.9K -111 -6%
KLWA
2232
Kelly Lawrence W & Associates
California
$561K -$59.3K -200 -10%
SCG
2233
Sonata Capital Group
Washington
$560K
BWM
2234
BlackDiamond Wealth Management
New York
$560K +$32.9K +115 +6%
RWP
2235
Revolve Wealth Partners
New Jersey
$560K -$1.19K -4 -0.2%
KWS
2236
Keystone Wealth Services
California
$559K -$31.4K -106 -5%
AI
2237
AdvisorShares Investments
Maryland
$558K +$398K +1,343 +249%
RWPA
2238
Richard W. Paul & Associates
Michigan
$558K +$2.08K +7 +0.4%
PAIM
2239
Punch & Associates Investment Management
Minnesota
$557K
SAM
2240
Sompo Asset Management
Japan
$557K -$35.6K -120 -6%
OA
2241
Oracle Alpha
Ontario, Canada
$557K +$557K +1,878 New
SCM
2242
Stevens Capital Management
Pennsylvania
$555K -$6.77M -22,813 -92%
Cohen & Steers
2243
Cohen & Steers
New York
$555K
ZAM
2244
Zevin Asset Management
Massachusetts
$555K +$12.5K +42 +2%
CG
2245
CFO4Life Group
Texas
$555K -$65.2K -220 -11%
CCA
2246
Clearwater Capital Advisors
Illinois
$553K
FI
2247
Financial Insights
Washington
$553K +$8.6K +29 +2%
BSSFA
2248
Baron Silver Stevens Financial Advisors
Florida
$553K +$54.9K +185 +11%
PWM
2249
Prentice Wealth Management
New York
$552K +$60.5K +204 +12%
WA
2250
Wealthstream Advisors
New York
$552K +$178K +602 +48%