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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 %
AA
2276
Alta Advisers
United Kingdom
$534K
CIP
2277
Capital Insight Partners
Arizona
$533K
MFA
2278
Millington Financial Advisors
Illinois
$532K -$15.1K -51 -3%
CGIM
2279
Capital Group Investment Management
Singapore
$531K
FSC
2280
Full Sail Capital
Oklahoma
$531K +$237K +798 +80%
RIM
2281
Rakuten Investment Management
Japan
$531K +$531K +1,796 New
MWP
2282
Meridian Wealth Partners
Pennsylvania
$531K +$6.82K +23 +1%
TI
2283
Truepoint Inc
Ohio
$530K -$190K -640 -26%
GA
2284
Goldstein Advisors
Wisconsin
$530K -$20.8K -70 -4%
EFMC
2285
Empire Financial Management Company
New York
$529K +$50.4K +170 +11%
CSPAM
2286
Cary Street Partners Asset Management
Virginia
$529K -$235K -791 -31%
BFO
2287
Biltmore Family Office
North Carolina
$528K -$11.9K -40 -2%
SAM
2288
Shikiar Asset Management
New York
$527K
PHAM
2289
Palisades Hudson Asset Management
Florida
$527K +$1.48K +5 +0.3%
CWM
2290
Cranbrook Wealth Management
Michigan
$527K
PIA
2291
Powell Investment Advisors
Florida
$527K
AA
2292
Addison Advisors
Vermont
$526K +$40.6K +137 +8%
CFGA
2293
Cambridge Financial Group (Arizona)
Arizona
$525K +$525K +1,769 New
LSWM
2294
Lorne Steinberg Wealth Management
Canada
$521K -$26.7K -90 -5%
TWA
2295
Talisman Wealth Advisors
New Jersey
$520K +$297 +1 +0.1%
SPA
2296
Sherbrooke Park Advisers
New York
$519K -$2.26M -7,607 -81%
BCM
2297
Boltwood Capital Management
California
$519K +$7.41K +25 +1%
UAG
2298
United Advisor Group
Ohio
$517K +$517K +1,738 New
WLPWM
2299
Walled Lake Planning & Wealth Management
Illinois
$517K +$65.8K +222 +15%
PWP
2300
Pursue Wealth Partners
California
$517K +$517K +1,744 New